Private Insurance – Sales and Service Client Advisor

Job title:

Private Insurance – Sales and Service Client Advisor

Company

Direct Line Group

Job description

At Direct Line Group, insurance is just the start. Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement , we’re a customer-obsessed market powerhouse. And we all work together to be brilliant for customers, every single day.A fantastic new opportunity has arisen within the Private Insurance Sales Department for a Sales and Service Client Advisor! In this role you’ll provide and deliver an enhanced and professional customer service experience to attract, advise and retain high net worth clientele.What you’ll be doing:

• Forming relationships with clients and Private Bankers by having professional and unique conversations with new and existing clients to understand their insurance needs to enhance sales, drive retention and boost cross selling opportunities.
• Adapting to business communications and changes e.g. training provided, policy wordings and process amendments
• Exploiting your high net worth Underwriting knowledge and expertise to understand each case, making profitable decisions in line with your own level of authority and working closely alongside the Technical Underwriting team for complex cases.
• Taking ownership of all client queries and complaints through to resolution and routinely raise any issues which could impact or even improve the quality of service provided.
• Engaging the CONNECT and right first time ethic is critical when assembling client records and when providing advice which subsequently portrays a trusting and high quality level of customer service.
• Ensure all client contact is aligned with regulatory standards; adhere to SLA’s and ensuring you treat customers fairly by demonstrating TCF principles and being aware of following the regulatory requirements of the FCA.

What you’ll need:This role will require excellent communication skills and relationship building skills. We need someone who can use their own initiative and process work independently in a timely manner. You will be organised, have a strong eye for details and ensure all information is delivered with accuracy!Ways of WorkingThis role is based out of our Leeds office. Our hybrid model way of working offers a ‘best of both worlds’ approach combining the best parts of home and office-working, offering flexibility for everyone. When you’ll be in the office depends on your role, but most colleagues are in 2 days a week, and we’ll consider the flexible working options that work best for you.Read our flexible working approachBenefitsThis is a salaried role and comes with a bonus scheme. We wouldn’t be where we are today without our people and the wide variety of perspectives and life experiences they bring. That’s why we offer excellent benefits to suit your lifestyle and have a strong focus on developing you and your skillset, including support to work towards CII qualifications. Our core benefits include:

• 9% employer contributed pension
• 50% off home, motor and pet insurance plus free travel insurance and Green Flag breakdown cover
• Additional optional Health and Dental insurance
• You begin with 22 days of holiday entitlement (excluding bank holidays). For every year you complete a full years’ service by April 1st, you accrue an additional day – with a max of 25 days. Plus you have the option to buy or sell up to 5 days each year
• EV car scheme allows all colleagues to lease a brand new electric or plug-in hybrid car in a tax efficient way.
• Buy as you earn share scheme
• Employee discounts and cashback
• Plus many more!

Being yourselfDifference makes us who we are. We believe everyone should feel comfortable to bring their whole selves to work – that’s why we champion diverse voices, build workplaces that work for people, and invest in the things that matter. From senior leadership to inclusivity networks, adaptive working to inclusion training, we’ve made it our mission to give you everything you need to be authentically you. Discover more atTogether we’re one of a kind.#LI-Hybrid#LI-BB1

Expected salary

Location

Leeds

Job date

Thu, 11 Apr 2024 04:30:38 GMT

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