Financial Adviser jobs in Winchester

Account Manager - Hybrid Southampton

We are on the hunt for a talented Account Manager to join our growing team based in Southampton. You’ll work Monday to Friday, just 37.5 hours a week, no weekends or evenings! No experience necessary as we will provide you with full training!

Initially you will work from our centrally located office in Southampton, with convenient transport links alongside our welcoming and supportive team. Once you’re feeling confident and your training and probation period is complete, this role will become hybrid if you wish, where you’ll have the option to work just 3 days in the office and 2 days from home every week. You’ll also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers – Towergate Health and Protection.

Our Account Managers are a key part of our business, speaking to our customers and providing advice on new products, renewals, and ensuring we understand their needs, and provide products and services that exceed their expectations and retain their loyalty. We strive to provide a market-leading customer experience, and that’s driven by you.

Our people share a common mindset that sets us apart. Our Account Managers are engaging, positive, they listen, they are receptive to what our customers want, they are adaptive, hardworking team-players, and they build trusted relationships with colleagues, customers, and insurer partners.

Being part of our team will mean ensuring we meet our commercial targets by maximising business and service opportunities from all contacts in a consistent, fair and compliant manner. You will be joining an established, friendly and experienced team who will be able to provide support in order for you to succeed within your role.

Responsibilities:

• Successful management of a personal small/mid range client portfolio to deliver personal New Business and Renewal Retention Rate targets.
• Operate in accordance with the company’s Sales Quality standards at all times, to deliver high quality outcomes for customers.
• Promoting add on products and dealing with new business enquiries.
• Building a working relationship with clients and insurers.
• Develop and maintain an understanding of the PMI market, products and regulation attending insurer training as necessary.
• Effectively negotiating premiums with the holding insurer and alternative insurers to obtain good value outcomes for customers in line with their requirements.
• Input notes on all business, new / retention into database on a daily basis.
• Liaise with other team members providing additional support where required.
• Ensure relevant paperwork is on file to ensure compliant process is complete.

Person Specification:

• Experience within the Financial Services / General Insurance market / Private Medical Insurance experience preferable.
• Experience in relationship building with Insurers/Providers, Clients and Account Managers preferable.
• Experienced in using Microsoft Office Programs.
• Cert CII IF7, or willingness to study towards qualification.
• Strong numeracy and literacy skills.
• Effective verbal and written communication skills.
• Professional, customer focussed approach internally and externally when dealing with colleagues and distribution partners.
• Well organised and able to respond well under pressure and meeting deadlines.
• Working well as part of a team as well as being able to work for periods using own initiative.

In return you will be welcomed and supported by our Towergate Health and Protection, part of our Ardonagh family, with opportunities to learn 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 CII or ACII qualifications to boost your knowledge and career prospects in the Insurance Industry.
• Pensions scheme for when you feel it’s time to retire.
• 24-hour support for physical and mental wellbeing.
• 1 days paid volunteering day to give back to our communities.
• The Spotlight Awards, where we shine a light on the brightest talent across our group.
• We offer a competitive salary and bonus scheme, combined with a benefits package which can be personalised to suit your needs continuous training and development opportunities to progress your career with an ambitious and growing company.
• Diversity and inclusion - Here at Towergate Health and Protection we strive to be a diverse and inclusive workplace. We treat all our colleagues, candidates, customers, and insurer partners equally, fairly and respectfully.

We are committed to providing our customers with expert advice, and we’re delighted to have achieved industry recognition for this. We were immensely proud to be crowned Adviser of the Year for an unprecedented third consecutive year at the Health Insurance & Protection Awards 2021, and we achieved Gold accreditation from the Investor in Customers (IIC) assessment in 2021 in recognition of our service excellence and our commitment to understanding and meeting the needs of our customers.

Our people are key to the continued success of our business. As a result we provide an inclusive, dynamic working environment where development and opportunity go hand in hand. Here at Towergate Health & Protection we strive to be a diverse and inclusive workplace. We treat all our colleagues, candidates, customers and insurer partners equally, fairly and respectfully.

If you are an enthusiastic, motivated individual searching for a role that offers genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

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

Who are we?

Towergate Health and Protection is an award-winning independent intermediary specialising in health and wellbeing. Our extensive team of expert advisers looks after the health and wellbeing needs of more than 15,000 businesses and around 50,000 individual customers across the world.

We have an ambition to be the UK healthcare intermediary of choice, and that ambition can only be realised if we constantly challenge ourselves to make things better for our clients. We’re always happy to hear from people who are looking for opportunities to work with us and help our business grow.

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. No agencies please

Why not check us out on LinkedIn to find out what life’s really like at Ardonagh.

Job Types: Full-time, Permanent

Pay: Up to £29,000.00 per year

Additional pay:

• Bonus scheme

Benefits:

• Company events
• Company pension
• Employee discount
• Employee mentoring programme
• Financial planning services
• Health & wellbeing programme
• Life insurance
• Paid volunteer time
• Private dental insurance
• Private medical insurance
• Referral programme
• Store discount
• Transport links
• Work from home

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• Southampton: reliably commute or plan to relocate before starting work (required)

Application question(s):

• Will you now or in the future require sponsorship for your employment visa status?
• To allow adding to our internal applicant tracking system for CV review, please confirm your email address. (Required)
• Please confirm your salary expectations for this role (Banding: Up to £29,000) (Required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Southampton

Reference ID: ARD1029154