To source and secure new HNW individual Personal Insurance customers.

The role will require a face to face interaction with high net worth customer market which always requires professional conduct.

Providing a comprehensive array of customised Insurance solutions tailored to meet these customer’s needs.

Offer continuous, close, professional and personal attention service to newly acquired and existing customers by assisting and administering the customer’s policy.

Ensure all short-term insurance needs in terms of assisting with claims, cover required, and annual renewal of the policy is provided to the customer on a personal, professional and efficient manner.  

Always ensure an excellent customer experience and ensure the six Treating Customer Fairly outcomes dictate behaviour, engagement action and advice given to customer.   

The position will require frequent travelling to meet with existing and potential clients and be able to works independently in the absence of supervision / assistance.

When required, visits, delivers (and/or collects) documents and relevant information from HNW customers’ homes or offices at the convenience of the customer.