Personal Lines Insurance Advisor

Brown & Brown, Inc.; Bridgwater; Presencial; GBP 22.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pension

Holiday entitlement

Discounts

Descripción de la vacante

Brown & Brown, Inc. seeks an Insurance Advisor to join the Bridgwater office. The role focuses on personal lines insurance, delivering renewal and new business targets while servicing existing accounts and advising clients on suitable policies.

You will conduct market reviews, ensure timely renewals, and maintain compliance with company procedures and regulatory requirements, working in a professional team environment.

Formación

• Experience of Customer Service and/or General Insurance.
• Ability to identify the best policy to meet clients' needs.
• Ability to take responsibility for own performance.
• Strong verbal and written communication.

Responsabilidades

• Meet and deliver against Renewal Retention or New Business Targets, contributing to the team KPIs.
• Carry out thorough pre-renewal reviews with clients annually.
• Conduct a market review for clients and offer the most suitable policy.
• Ensure policies are renewed on or before the renewal date.
• Complete roles and tasks as required, adhering to risk, compliance, and company policies.
• Manage and prioritise tasks to avoid overdue work.
• Identify and discuss cross-sell opportunities with clients.
• Complete any required training and prepare for appraisals and development plans.
• Adhere to the Training & Competency scheme and CPD requirements.
• Undertake small projects or provide input into wider business initiatives.

Conocimientos

Customer service

General insurance

Policy selection

Communication

Descripción del empleo

We are currently looking for a Insurance Advisor to join the successful and experienced team based out of the Bridgwater office location.

The Personal Lines Insurance Advisor is central to the local region and alongside the team will deal with all sizes including more technical personal insurances. Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs.

The position provides advice to clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets and to provide support to clients in all aspects of the sales process in accordance with company procedures and regulatory requirements.

This is a long term and progressive opportunity at one of our most prestigious locations. If you are keen on working in a professional, friendly and happy environment this position will suit you.

The day to day :

• Meet and deliver against agreed Renewal Retention or New Business Targets , contributing towards the teams overall targets & KPI's
• Ensure you carry out thorough pre renewal reviews and with your clients annually.
• Conduct a full market review for your client and offer the most suitable policy and product.
• Invite all Personal Lines polices within good time, in line with our operational guidance of 21 days prior to the renewal date.
• Ensure polices are renewed, on or before the renewal date.
• Complete all roles and tasks as required by your line manager, ensuring all operational priorities and rules, procedures and policies for risk and compliance are adhered to.
• Manage and prioritise your Tasks are kept up to date and not overdue
• Identify and discuss with your clients cross sell opportunities
• Complete any training that is deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time.
• Adherence to our Training & Competency scheme and pass audits.
• Keep Up to date with Continuous Professional Development Plan (CPD)
• As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives.

• Experience of Customer Service and/or General Insurance
• Ability to identify the best policy to meet clients' needs
• Ability to take responsibility for own performance
• Strong verbal and written communication

Negotiable basic salary + bonus

Wide range of additional addon benefits and discounts (Pension, Holiday etc)