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Insurance Account Specialist

2 months ago

Clevedon, North Somerset, United Kingdom Brown & Brown Insurance Full time

Our Company Culture

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Job Summary

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

Key Responsibilities

  • Conduct a thorough market review for clients and offer the most suitable policy and product.
  • Invite all Personal Lines policies within 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.
  • Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review.
  • Adhere to our Training & Competency scheme and pass audits.
  • Keep up to date with Continuous Professional Development Plan (CPD).
  • As and when required, undertake small projects and/or provide specialist input into wider business projects and initiatives.

Requirements

  • Working knowledge of Personal Lines Insurance covering either Motor and/or Household risks (ideally both).
  • Experience of handling new enquiries, renewals, and mid-term adjustments.
  • Good knowledge of the Personal Lines marketplace.
  • Ability to identify the best policy to meet clients' needs.
  • Ability to take responsibility for own performance.

What We Offer

  • Negotiable basic salary + bonus.
  • Wide range of additional addon benefits and discounts (Pension, Holiday etc).
  • A culture that is built around team and teammate development with full support for professional qualifications (post probation).