Personal Lines Advisor
1 week ago
Brown & Brown is a market-leading regional broker with a strong reputation for service. We are currently looking for a Personal Lines Advisor to join our experienced team in Somerton, Somerset.
This is a challenging and rewarding role that requires strong business acumen and excellent communication skills. The successful candidate will have a proven track record of handling new enquiries, renewals and mid-term adjustments.
Key Responsibilities:
- Deliver high-quality advice to clients, converting new business and retaining existing accounts
- Meet and deliver against agreed Renewal Retention or New Business Targets, contributing towards the team's overall targets & KPIs
- Conduct thorough pre-renewal reviews and full market reviews for clients annually
- Invite all Personal Lines policies within good time, in line with operational guidance
- Ensure policies are renewed on or before the renewal date
- Complete all roles and tasks as required by line managers, ensuring adherence to operational priorities and company rules, procedures and policies for risk and compliance
- Manage and prioritise tasks, keeping them up-to-date and not overdue
- Identify and discuss cross-sell opportunities with clients
- Complete training as deemed necessary, prepare for regular one-to-ones and annual year-end review
- Adhere to 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 (£35,000 - £45,000 per annum) + bonus
- Range of additional benefits and discounts, including pension and holiday schemes
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