Commercial Insurance Advisor

897 Brown & Brown (Europe) Limited; Plymouth; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

25 days holiday

Bank Holidays

Pension

Death in Service

Flexible benefits

Share save scheme

Job summary

897 Brown & Brown (Europe) Limited in Plymouth (Plympton) invites applications for a Commercial Insurance Advisor/Handler. You will manage small to mid-size commercial risks, aiming for renewals and new business with a high level of service in line with regulatory requirements.

Join a friendly regional insurance broker hub that offers a negotiable salary plus benefits, including pension and life cover, with opportunities for professional development and career progression within a collaborative

Qualifications

• Experience in broking insurance across sectors.
• Experience handling renewals and new business.
• Excellent interpersonal and written/verbal communication.

Responsibilities

• Meet renewal and new business targets for the team.
• Conduct pre-renewal reviews and advise clients.
• Perform insurer/market reviews and recommend policies.
• Invite policies within regulatory guidelines and renew on time.
• Review documents for accuracy and timeliness.
• Discuss debt management with clients and report issues.

Skills

Broking insurance

New business

Renewals

Communication skills

Planning and organisation

Attention to detail

Team player

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

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. 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.