Penrith

Partner

Job Description

Weatherbys Hamilton is one of the UK's leading brokers specialising in the needs of private clients, from houses to horses, cars to combines and we bring the highest standards of personal service to everything we do. We have an outstanding opportunity in our Penrith office to join our Private Client and Farm & Estate division as a Partner managing your own book of business. Our team look after an extensive portfolio of high net worth clients and estate owners in and around the Penrith area. This is an excellent opportunity to take the next step in your career.

Why join us?

We are looking to offer a salary of £50,000 - £60,000. You will receive 23 days’ annual leave plus bank holidays, increasing by 1 day for each full year served, up to a maximum of 27 days, have access to a variety of other benefits including a generous pension scheme, annual performance bonus, private medical insurance including dental and vision and a range of discounts and benefits through our Reward Gateway platform. We provide an excellent working environment and presence in the office is required on a regular basis.

Key Responsibilities

  • Providing exceptional insurance and service to clients and liaising with insurers.
  • Identify and seek out and close new business in accordance with the business' ideal client profile.
  • Processing risks on WH's systems, preparing and checking policy documentation, inviting renewals.
  • Producing invoices and assisting with the collection of premiums.
  • Liaising with insurers, surveyors, loss adjustors and the like on all relevant issues.
  • Assisting other team members in seeking resolution to client queries.
  • Acting at all times in a compliant manner and in accordance with WH's procedures.
  • Cooperating with WH Partners and staff in all its offices in a friendly, positive and cooperative manner.

Skills Required

  • You will bring a wealth of insurance sector knowledge and have worked in HNW insurance managing your own portfolio of clients.
  • An excellent understanding of the broker environment and broker relationships.
  • An ability to gain maximum benefit from good negotiation skills with the ability to work accurately and consistently.
  • Excellent communication skills.
  • An ability to work to tight deadlines.
  • Awareness and understanding of compliance rules, along with knowledge of the FCA regulation and how to comply with it.

Contact: Alec Moore

Email: amoore@weatherbyshamilton.co.uk

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