Commercial Insurance Advisor

Brown & Brown Insurance; Plymouth; On-site; GBP 32,000 - 46,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Share save scheme

Job summary

Brown & Brown Insurance in Plymouth (Plympton) is seeking a Commercial Insurance Advisor to handle small and medium commercial risks. You will work with clients to achieve renewal retention and new business targets while delivering a bespoke high level service.

The role involves client reviews, insurer market assessments and policy recommendations, ensuring renewals are completed on time, and maintaining accuracy of documentation.

Qualifications

• Experience broking insurance across sectors such as liability, property and financial lines.
• Handling new business quotation enquiries, renewals and mid‑term adjustments.
• Familiarity with markets and economic trends in commerce and industry.

Responsibilities

• Meet and deliver against Renewal Retention and/or New Business Targets, contributing to team budget targets and KPIs.
• Carry out thorough pre-renewal reviews with clients, identify needs and advise on coverage.
• Conduct insurer/market reviews and recommend suitable policies.
• Invite all policies within regulatory guidelines and ensure renewals on time.
• Review client documentation for accuracy and fit.
• Discuss additional covers where relevant.
• Manage debt and keep the line manager informed of issues with bad debt.

Skills

Insurance broking

New business handling

Renewals management

Customer service

Communication skills

Planning & organisation

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.

Position: Commercial Insurance Advisor

Location: Plymouth (Plympton)

Salary: Negotiable + benefits

Overview

We are looking for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team at our Plymouth (Plympton) office.

The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks for 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 and progressive opportunity that will provide stability, enjoyment and satisfaction at a leading and 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:

• A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
• Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
• Full support for your professional development (including fully funded qualifications)

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

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