Commercial Insurance Advisor

Brown & Brown; Plymouth; Sur place; GBP 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

25 days holiday + Bank Holidays

Pension

Death in Service

Flexible benefits

Share save scheme

Résumé du poste

Brown & Brown in Plymouth is seeking a Commercial Insurance Advisor to handle small to medium commercial risks. You will manage renewals, win new business, and provide bespoke service while following regulatory guidelines. The role offers long-term progression within a reputable regional insurance broking hub.

You will develop client relationships, perform market reviews, and advise on appropriate covers. A proactive, organized individual with strong communication skills will thrive in this

Qualifications

• Broking insurance across multiple sectors: liability, property, financial lines.
• Handling new business quotation enquiries, renewals and mid-term adjustments.
• Experience in commerce/industry and awareness of markets and trends.

Responsabilités

• Meet and deliver against Renewal Retention and New Business targets.
• Conduct pre-renewal reviews and advise clients on coverage gaps.
• Perform insurer/market reviews and recommend suitable policies.
• Ensure timely policy issuance and renewals.
• Review client documentation for accuracy and alignment with needs.
• Identify and discuss additional covers with clients.
• Monitor debt management and report issues to line manager.

Connaissances

Broking insurance

New business quotations

Renewals

Market awareness

Client relationship

Communication skills

Report presentation

Proactive

Planning & organisation

Team player

Description du poste

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.