Commercial Insurance Advisor

Brown & Brown; Devizes; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company seeks a Commercial Insurance Advisor in Devizes, Wiltshire, to manage small and medium commercial insurance risks. This role involves achieving renewal and business targets while providing high-level service and ensuring compliance. Candidates should possess commercial insurance knowledge and enjoy working collaboratively in a dynamic environment.

Benefits

Negotiable salary

Bonus Structure

Pension

Holiday discounts

Qualifications

• Broking or handling commercial or general insurance experience.
• Ability to handle new business quotation enquiries and renewals.
• Strong planning and organisational skills to meet deadlines.

Responsibilities

• Meet agreed Renewal Retention and New Business Targets.
• Conduct thorough pre-renewal reviews with clients.
• Review client documentation and ensure accuracy.

Skills

Attention to detail

Planning and organisation

Pro-active and self-motivated

Team player

Job description

Position - Commercial Insurance Advisor
Location - Devizes, Wiltshire
Salary - Negotiable + Benefits

Overview:

We are currently looking for a Commercial Insurance Advisor to join the friendly and professional team based out of Devizes in Wiltshire.

The Commercial Insurance Advisor is a key position within the team dealing with primarily small & medium commercial insurance risks for various businesses. With access to a wide number of markets and online underwriting systems you will have a strong position in finding the most appropriate insurances to suit client's needs.

Your purpose in this position 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 and progressive opportunity at a stable and reputable broker location. You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

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 salary
• Bonus Structure
• Wide range of additional addon benefits and discounts (Pension, Holiday etc)

Your experience:

• Broking / handling commercial or general insurance
• Handling new business quotation enquiries, renewals and mid-term adjustments
• Ability to develop and maintain business contacts and goodwill
• Pro-active and self-motivated
• Strong planning and organisation skills to meet deadlines
• Attention to detail
• Co-operative and supportive team player