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Insurance Broker

2 months ago

Clevedon, North Somerset, United Kingdom Brown & Brown (Europe) Full time
About the Role

We are seeking a highly skilled Personal Lines Insurance Adviser to join our successful team at Brown & Brown (Europe). As a key member of our team, you will be responsible for providing expert advice to clients on personal insurance matters.

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.
  • Perform a full market review for clients and offer the most suitable policy and product.
  • Invite all personal lines policies in good time, in line with our operational guidance.
  • 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 tasks to ensure they are up to date and not overdue.
  • Identify and discuss cross-sell opportunities with clients.
  • Complete any necessary training and prepare for regular one-to-ones and annual year-end reviews.
  • Adhere to our Training & Competency scheme and pass audits.
  • Keep up to date with Continuous Professional Development Plan (CPD).
  • Undertake small projects and/or provide specialist input into wider business projects and initiatives as required.
What's on Offer
  • Negotiable basic salary + bonus.
  • Wide range of additional addon benefits and discounts (pension, holiday, etc).
Requirements
  • Knowledge of personal lines insurance covering 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 skills.