Private Client Advisor - Petersfield 

At Stanhope Cooper we’re on the hunt to recruit an Insurance Client Advisor. 

No experience in insurance is needed as full training will be given. 

Once up to speed, their skills will be used to build strong, trusted, and profitable client and customer relationships. 

So, what does the role of a Client Advisor here involve? 

This role will be made for you if you love fostering relationships and offering a comprehensive service to our clients to find the right Insurance products to fit their needs. Our Client Advisors are excellent at quoting and placing cover when instructed, dealing with mid-term adjustments and broking client requirements within the insurance market. 

This role is largely phone based; however, you will also be answering queries via email and letter. 

What you will do:

• Provide an effective client service including the achievement of targets and provision of high levels of client service 

• Provide high quality level of administration 

• Check thoroughly all client documentation before despatch, ensuring queries are raised and amendments completed. 

• Control your own diary system, ensuring all items are followed up by the due dates, particularly in relation to outstanding documentation from clients or insurers and premium payments. 

• Provide new business quotations for all classes of on request, providing relevant advice, information and guidance. 

• Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected and relevant records and diary entries are created. 

• Take instructions from existing customers in respect of alterations to existing policies, ensuring insurers are notified and records updated. What experience do our Client Advisors need? As full training will be provided, the minimum requirement would be someone with experience dealing with customers either face to face or over the telephone in an office environment or hospitality. If you have experience gained from within the Insurance Industry that would be a bonus. 

The rest is all about you as a person. 

• Most important is your ability to bring your best self to work every day to give our clients the best possible experience. 

• Next, we need you to be proactive, analytical, use your initiative and show us your entrepreneurial spirit to identify opportunities to retain and grow our business. 

• An enthusiastic team player, support others, build trust and have a positive outlook, be engaging, collaborative and have the resilience to adapt to whatever changes come your way. 

• Engage active listening skills, be willing to learn and recognise when to ask for support or guidance. 

In return you will be welcomed and supported by our Everywhen family, with opportunities to earn your annual salary plus a role-based incentive plan and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. 

Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays 

• Opportunity to progress your career across the entire Ardonagh family 

• Gain professional CII or ACII qualifications to enhance your knowledge and career prospects 

• Pension scheme for when you feel it’s time to retire 

• 24-hour support for you and your families physical and mental wellbeing 

• 1 days paid volunteering day to give back to our communities 

• Ardonagh Community Trust (ACT) - Raising funds for charity with donation matching in your local community 

• The Spotlight Awards, where we shine a light on the brightest talent across our group 

So, what are you waiting for? Apply today and one of our team will be in touch.

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Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. 

Note to recruiters and employment agencies: We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

Click here here to see our standard benefits page