Private Client Insurance Advisor Experienced Personal-Lines Candidates
Posted 9 hours 25 minutes ago by IPS Group
£26,000 - £30,000 Annual
Permanent
Full Time
Other
Birmingham, United Kingdom
Job Description
If you have solid experience in personal lines insurance and want to deliver a more advisory, relationship-led service, this role offers an excellent next step.You will support a warm portfolio of mid to high net worth clients. These clients often own multiple vehicles and may also require cover for home, valuables, worldwide travel, high-value collections or leisure craft such as yachts. Many are business owners or directors, creating opportunities to refer commercial enquiries to the internal commercial insurance team.You will typically manage around sixty client renewals each month. Your work will involve conducting detailed fact finds, identifying gaps or weaknesses in existing cover and recommending suitable improvements. You will handle renewals, adjustments, queries and provide ongoing support as the primary point of contact. This role suits someone who enjoys meaningful client conversations, risk spotting and delivering a premium, tailored service rather than working from scripts.What You Will Have 
- Proven personal-lines insurance experience in a regulated environment
- Confident telephone manner and strong communication skills
- High attention to detail and accuracy
- Ability to build rapport with mid to high net worth clients
- Competence with CRM systems and general office software
- Base salary up to £30,000 depending on experience
- Monthly bonus based on individual KPIs, typically around £3,500 to £5,000 OTE per year
- Additional £1,000 annual bonus linked to portfolio growth
- Bonuses are uncapped and paid monthly the following month
- Fully office based during the six month probation period
- Standard hours of either 8.30 to 5.00 or 9.00 to 5.30
- Working one in approximately four Saturdays from 9.00 to 1.00
- Saturday hours paid at time and a half or taken as time in lieu
- Comfortable working in a structured, rota based environment
- No on site parking available, although nearby paid or street parking is used by the team