Insurance Broker
3 weeks ago
We are seeking a skilled Personal Lines Insurance Advisor to join our successful team at Higos Insurance Services, part of Brown & Brown Europe. As a key member of our Bridgwater office, you will play a vital role in providing expert advice to clients, ensuring 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 & KPI's.
- Ensure thorough pre-renewal reviews with clients annually.
- Conduct full market reviews for clients and offer suitable policies and products.
- Invite Personal Lines policies in good time, in line with Higos operational guidance.
- Ensure policies are renewed on or before the renewal date.
- Complete all roles and tasks as required by your line manager, ensuring operational priorities and Higos 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 necessary training and prepare for regular one-to-ones and annual year-end review.
- Adhere to the Training & Competency scheme and pass audits.
- Keep up to date with the Continuous Professional Development Plan (CPD).
- Undertake small projects and/or provide specialist input into wider business projects and initiatives as required.
Negotiable basic salary + bonus
Range of additional addon benefits and discounts (Pension, Holiday, etc.)
About YouWe are looking for an experienced Insurance Broker with a strong background in handling new enquiries, renewals, and mid-term adjustments. You should have the ability to identify the best policy to meet clients' needs and take responsibility for your own performance. Strong verbal and written communication skills are essential.
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