Commercial Insurance Advisor

7 days ago

Plymouth, Plymouth, United Kingdom Brown & Brown UK Full time £40,000 - £60,000 per year

Position:
Commercial Insurance Advisor

Location:
Plymouth (Plympton)

Salary:
Negotiable + benefits

Overview

We are expanding our Plymouth office and as such we are on the lookout for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team.

The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from various business types. Your purpose will be to achieve the required renewals and new business results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements.

This is a long term progressive opportunity that will provide stability, enjoyment and satisfaction at a leading & reputable regional insurance broking hub.

The day to day:

  • Meet and deliver against your agreed Renewal Retention and/or New Business Targets, contributing towards the teams overall budget targets & KPI's
  • Ensure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordingly
  • Conduct a full insurer/market review for your client and then recommend the most suitable policy which protects the customers needs.
  • Invite all policies within regulatory guidelines and ensure policies are renewed, on or before the renewal date.
  • Review client documentation and ensure its accuracy and that it meets the client's needs.
  • Ensure documents are issued within contract certain timelines.
  • Identify and discuss with your clients any recommended and relevant additional covers
  • Debt Management to ensure all monies are collected and allocated appropriately and keep line manager informed of any current, potential or perceived problems with bad debt.

What's on offer:

  • Negotiable basic salary + bonuses
  • Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc)
  • CII Membership and CII Studies / exams paid

Your experience:

  • Broking insurance from a number of sectors such as liability, property to financial lines
  • Handling new business quotation enquiries, renewals and mid-term adjustments
  • Experience of commerce and industry and familiarity with markets and economic trends
  • Ability to develop and maintain business contacts and goodwill
  • Excellent interpersonal, written and verbal communication skills
  • Ability to prepare and present reports
  • Pro-active and self-motivated
  • Strong planning and organisation skills to meet deadlines
  • Attention to detail
  • Co-operative and supportive team player

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