Business Insurance Advisor

897 Brown & Brown (Europe) Limited; Poole; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Monthly bonus

Holiday entitlement

Pension

Death-in-service cover

Job summary

Insync Insurance in Poole is looking to appoint an Insurance Advisor to support business growth. The role focuses on renewing existing policies, providing new quotations for growing businesses, and handling customer enquiries, with ongoing training and development to progress your career.

You will support with delivering high standards of service, build relationships with clients and insurers, and contribute to a proactive, customer-focused team that values integrity and results.

Qualifications

• Previous experience in customer service and/or sales.
• Strong communication skills and attention to detail.
• Proactive and customer-focused approach.

Responsibilities

• Provide clear and appropriate advice to business clients on suitable levels of insurance cover based on individual needs
• Manage and maintain strong relationships with existing clients to achieve renewal and retention targets
• Negotiate terms and quotations for MTAs, cancellations, and renewal business in a timely and efficient manner
• Identify and recommend relevant additional products aligned to clients’ needs
• Build and maintain strong relationships with insurers and underwriters, with a clear understanding of appetites, classes, and niche sectors
• Ensure compliance with internal controls, regulatory requirements, and company procedures
• Consistently prioritise the fair treatment of customers, actively applying the principles of Treating Customers Fairly (TCF) and Consumer Duty in all business activities

Skills

Customer service

Sales

Communication

Attention to detail

Proactive approach

Job description

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

Insurance Advisor Location: Poole (On-site) Package: Salary negotiable, monthly bonus + benefits

Insync Insurance, part of Brown & Brown UK, is one of the UK’s fastest-growing insurance providers, offering comprehensive insurance solutions to SMEs and the self-employed nationwide.

As part of our continued commitment to delivering exceptional service to both our clients and our people, we are looking to appoint an Insurance Advisor to support business growth and ensure clients continue to receive the high standards of service they expect.

This role focuses on renewing existing policies, providing new quotations for growing businesses, and handling customer enquiries, alongside general customer service responsibilities. You will also be supported with ongoing training and development to help progress your career over the coming years.

Key Responsibilities

• Provide clear and appropriate advice to business clients on suitable levels of insurance cover based on individual needs
• Manage and maintain strong relationships with existing clients to achieve renewal and retention targets
• Negotiate terms and quotations for MTAs, cancellations, and renewal business in a timely and efficient manner
• Identify and recommend relevant additional products aligned to clients’ needs
• Build and maintain strong relationships with insurers and underwriters, with a clear understanding of appetites, classes, and niche sectors
• Ensure compliance with internal controls, regulatory requirements, and company procedures
• Consistently prioritise the fair treatment of customers, actively applying the principles of Treating Customers Fairly (TCF) and Consumer Duty in all business activities

What's on Offer

• A highly motivated and supportive team that values collaboration and client care
• A competitive, negotiable basic salary
• Monthly bonus scheme based on conversion performance
• Benefits including holiday entitlement, pension, and death-in-service cover

About You

• Previous experience in customer service and/or sales
• A strong desire to develop a career within the insurance industry
• Ability to work well under pressure in a fast-paced environment
• Strong communication skills and attention to detail
• A proactive and customer-focused approach

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates- not employees, and leaders- not managers. Everything we do is about the greater "WE" - never "me". While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission- always doing what is best for our customers.