Insurance Consultant
Project detail
Salary: £27,500 | Hybrid Working – Mondays & Fridays from Home (Bedford Based)
Are you a detail-oriented professional with a passion for delivering exceptional client service? A leading name in high-net-worth insurance is looking for an Insurance Consultant to join their growing team. This is a fantastic opportunity to work alongside senior professionals, managing premium insurance accounts and contributing to a thriving Private Client division.
My Client are open to experience, if you are a Graduate keen to break into the world of Insurance then I would still be keen to hear from you. This position is based in Bedford but allows hybrid working.
About the Role
Offering support to managers and client executives. You’ll play a key role in maintaining valued relationships, and ensuring top-tier service throughout the policy lifecycle.
Client Service & Revenue Support
Collaborate with managers and executives to achieve income growth targets.
Handle renewals, mid-term changes, and documentation with precision.
Prepare tailored insurance presentations and negotiate with underwriters.
Be a go-to point of contact for high-value clients, ensuring smooth communication and exceptional service.
Placement & Administration
Maintain accurate client records and ensure all procedures meet internal compliance standards.
Update internal systems with policy changes and client details efficiently.
Finance & Reporting
Oversee invoicing accuracy and liaise with finance teams to ensure timely premium collection.
Investigate and resolve any financial discrepancies.
Provide reporting and insights on portfolio performance and renewals.
Professional Development
Keep up to date with insurance market trends and regulations.
Participate in ongoing training to develop technical and professional skills.
If you’re passionate about private client insurance, thrive in a collaborative environment, and are looking for your next career move, we’d love to hear from you.