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Insurance Account Specialist

2 months ago

West Somerton, Norfolk, United Kingdom Brown & Brown Full time
About the Role

We are seeking a highly skilled and experienced Personal Lines Insurance Adviser to join our successful and experienced team at Brown & Brown Europe. As a Personal Lines Insurance Adviser, you will play a key role in providing expert advice to clients to ensure the conversion of new business, service of existing accounts, and retention of renewals to achieve company income targets.

Key Responsibilities
  • Meet and deliver against agreed Renewal Retention or New Business Targets, contributing towards the team's overall targets and KPIs.
  • Conduct thorough pre-renewal reviews with clients annually, ensuring they are aware of the most suitable policy and product.
  • Invite all Personal Lines policies in good time, in line with our operational guidance of 21 days prior to the renewal date.
  • Ensure policies are renewed on or before the renewal date.
  • Complete all roles and tasks as required by your line manager, ensuring all operational priorities and company rules, procedures, and policies for risk and compliance are adhered to.
  • Manage and prioritize your tasks, ensuring they are up to date and not overdue.
  • Identify and discuss with clients cross-sell opportunities.
  • Complete any training deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring you discuss activity around your agreed development plan and that all training is completed on time.
  • Adhere to our Training & Competency scheme and pass audits.
  • Keep up to date with your Continuous Professional Development Plan (CPD).
  • As and when required, undertake small projects and/or provide specialist input into wider business projects and initiatives.
What's on Offer
  • Negotiable basic salary + bonus.
  • Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc).
  • Professional Exam support.
Requirements
  • Knowledge of Personal Lines Insurance covering either Motor and/or Household risks.
  • Ability to identify the best policy to meet clients' needs.
  • Ability to take responsibility for your own performance.
  • Strong verbal and written communication skills.