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Risk Management Advisor

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 crucial 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 a comprehensive understanding of their needs.
  • Perform a full market review for clients, offering the most suitable policy and product to meet their requirements.
  • 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, maintaining a high level of customer satisfaction.
  • Complete all roles and tasks as required by your line manager, adhering to operational priorities and company rules, procedures, and policies for risk and compliance.
  • Manage and prioritize tasks, ensuring they are up-to-date and not overdue.
  • Identify and discuss cross-sell opportunities with clients, driving business growth and revenue.
  • Complete any necessary training to enhance your skills and knowledge, preparing for regular one-to-ones and annual year-end reviews.
  • Adhere to our Training & Competency scheme and pass audits, demonstrating your commitment to excellence.
  • Keep up-to-date with Continuous Professional Development Plan (CPD), staying current with industry developments and best practices.
  • As required, undertake small projects and/or provide specialist input into wider business projects and initiatives.
What's on Offer
  • Negotiable basic salary + bonus.
  • A 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 own performance.
  • Strong verbal and written communication skills.