We are looking for an energetic but highly professional individual with experience in high net worth clients broking services to join the team within our broking client.
You will be responsible for a specific corporate account to service individual clients which consist of executives and employees. You will be required to meet with executives and have hard conversations about their portfolios and the risks pertaining to it.
You will need to have excellent understanding of the insurance and broking industry and the product lines offered within this specific line of business. Have written and passed an intermediate level assessment on personal lines type policies. It is imperative that you are technically sound in knowledge of these products.
This role will be responsible for attending to all client queries such as but not limited to, revisions, renewals, premium negotiations with insurers, amendments, cancellations and unpaid premiums. You will also need to be able to do up and cross sell products. Identify new business opportunities within the portfolio. Build strong and lasting relationships through regular and proactive caring calls. Make sure that customer calls and queries are attended to expediantly. You will also be responsible for portfolio administration.
For more information, queries or to apply, contact Vicki Bedeman at VBedeman@antal.com