Private Clients Personal Lines Insurance Adviser

4 weeks ago

Poole Dorset, United Kingdom Brown & Brown (Europe) Full time

Title: Private Client Insurance AdviserLocation: BournemouthSalary: Negotiable plus benefits
Alan & Thomas Insurance (part of Brown & Brown Europe) an established Insurance Broker with multiple locations across the South of England are currently looking for a Private Client Insurance Adviser to join their dedicated and experienced team in the Bournemouth office.
In the adviser position you will primarily be involved in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include high net worth with significant wealth and assets that need bespoke as well as standard covers. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development.
The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals. Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
Handle nominated existing business insurance enquiries in a proactive manner
Create high quality Broking submission reports and broke risks to the insurance market demonstrating effective negotiation skills
Produce accurate quality client documentation is provided to clients.
Work with insurers and other third parties regarding client insurances and needs building effective business relationships.
Joint Pension contribution scheme
Salary Sacrifice options including dental and healthcare
Discounts site for restaurants, cinema, retailers
Cycle to work scheme
Health & Wellbeing programme
Casual dress code in office
Performance related bonus
Annual leave that rises with length of service
Requirement of at least 1+ year general insurance experience either broking or underwriting, consideration will be given to other Financial Services sector experience.
Ability to handle new enquiries, renewals and mid-term adjustments of insurance policies
Good customer service and negotiation skills
Effective planning, administration and organisational skills
Acturis insurance broking software knowledge is an advantage

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