About the role:
The individual is involved in the provision of an efficient, professional insurance support service as part of the Group Family Office offering. This role requires a motivated professional who can fully utilise existing and newly gained insurance experience within a private wealth management environment.
Key responsibilities:
- Work within the Insurance Services team to develop the insurance services business and offering.
- Obtain quotes for new business and manage insurance renewals (liaise with brokers, review renewal, contracts, advise relationship managers, effect renewal).
- Involvement in day-to-day operations of the Insurance Services team in a way that maximises client service and profitability while minimising risk.
- Complete proposal forms.
Skills and experience:
- Educated to A-level standard or equivalent as a minimum, with a Diploma or Degree in Business, Finance, or Insurance-related fields preferred.
- A minimum of 5 years post qualification experience.
- Experience in a business that operates in the offshore and onshore financial services industry.
- A high level of understanding and expertise of the insurance world, particularly as it relates to assets held personally and within structures.