Commercial Insurance Advisor

Brown & Brown UK; Plymouth; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading insurance brokerage located in Plymouth is looking for a Commercial Insurance Advisor. The role involves managing commercially focused insurance risks for small to medium enterprises, meeting renewal and new business targets while providing high-level customer service. The ideal candidate will possess strong interpersonal skills and a proactive mindset, ensuring compliance with regulatory requirements. A negotiable salary and a range of benefits are offered, including CII Membership costs covered.

Benefits

Negotiable basic salary

Bonuses

CII Membership paid

Wide range of additional benefits

Qualifications

• Experience in handling new business quotation enquiries and renewals.
• Ability to develop and maintain business contacts.
• Familiarity with markets and economic trends.

Responsibilities

• Meet agreed renewal retention and new business targets.
• Conduct thorough pre-renewal reviews with clients.
• Review client documentation for accuracy.
• Ensure compliance with regulatory guidelines.

Skills

Broking insurance across various sectors

Excellent interpersonal skills

Strong planning and organisation skills

Attention to detail

Pro-active and self-motivated

Ability to prepare and present reports

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

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

Equal Opportunity Employer

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