Intrinsic House Ltd
Insurance Broker
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Company Description
Intrinsic House Ltd is a proactive, forward-thinking company that provides bespoke, holistic advice journeys for its clients. The firm focuses on understanding individual needs to deliver tailored financial and insurance solutions. Intrinsic House Ltd values long-term relationships and transparent communication to support informed decision-making. Team members are encouraged to contribute ideas and collaborate to enhance client experience and advisory services.
Role Description
This is a full-time self-employed hybrid role for an Insurance Broker based in the London Area, United Kingdom, with some flexibility to work from home. The Insurance Broker will advise clients on suitable insurance products, compare policies from multiple providers, and prepare tailored recommendations based on individual risk profiles and financial goals.
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- Conduct client consultations
- Manage renewals
- Process applications
- Maintain accurate records and compliance documentation
- Coordinate with insurers
- Follow up on claims
- Provide ongoing client support to ensure high-quality service
The successful candidate will work closely with the advisory team to integrate insurance solutions into broader financial and retirement planning strategies.
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Qualifications
- Strong skills in Protection Insurance Brokerage and Insurance, with experience recommending and arranging appropriate policies for diverse client needs.
- Demonstrated Customer Service skills, including active listening, clear communication, and relationship management.
- Ability to analyze complex information, negotiate with providers, and work accurately with attention to detail.
- Comfort working in a hybrid environment, managing time effectively, and using digital tools and CRM systems.
- Previous experience in insurance or financial services advisory roles is highly beneficial.
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