Private Clients Insurance Adviser

2 months ago

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

Private Clients Insurance AdviserLocation: Poole/DorchesterSalary: Negotiable + Benefits

Overview

Alan & Thomas Insurance (part of Brown & Brown Europe) are currently looking for a Private Clients Insurance Adviser to join the successful and experienced team based out of the Poole/Dorchester office location.

The Private Clients Insurance Adviser is central to the region and alongside the team will deal with all sizes including more technical personal insurances. Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs.

The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements.

This is a long term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly and happy environment this position will suit you.

The day to day:

  • Present a professional image of oneself and Alan & Thomas Insurance Brokers Ltd.
  • Engage with A&T's marketing strategy
  • Assist Account Executive where required to achieve renewal retention, growth and new business targets
  • Deal with nominated new business enquiries in a proactive manner
  • Administration of client's insurance requirements on a daily basis
  • Review the demands and needs of potential customers and advise on the most appropriate insurances to meet their demands and needs
  • Produce high quality Broking submission reports where required and broke risks to the Insurance market demonstrating effective negotiation skills
  • Ensure high quality client documentation is produced and provide to clients
  • Liaise with insurers and other third parties regarding client's insurance needs building effective business relationships
  • Provide technical support to colleagues on request.
  • Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
  • Adhere to FCA regulations and requirements
  • Comply with company procedures and policies
  • Keep up to date on Industry, Insurer and Product developments and competitor information and communicate this information to team and Management Committee
  • Comply with the requirements of Alan & Thomas's Training and Competence scheme

What's on offer:

  • Negotiable basic salary + bonus
  • Wide range of additional addon benefits and discounts (Pension, Holiday etc)

Your experience:

  • Knowledge of Personal Lines Insurance covering either Motor and or Household risks
  • Insurance experience of handling new enquiries, renewals and mid-term adjustments
  • Good knowledge of the Personal Lines Market place
  • Ability to identify the best policy to meet clients' needs
  • Ability to take responsibility for own performance
  • Strong verbal and written communication

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