Personal Lines Insurance Advisor

Brown & Brown, Inc.; Devizes; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays

Pension

Death in Service

Flexible benefits

Share save scheme (15% discount)

Fully funded qualifications

Job summary

Brown & Brown, Inc. in Devizes is seeking a Personal Lines Insurance Adviser to join our experienced team based in the Devizes office.

You will provide advice, service existing accounts and renewals to meet company targets, while supporting clients through the sales process in line with regulatory requirements. You will work within a professional, friendly environment and contribute to growth by delivering high-quality customer service and thorough policy reviews.

Qualifications

• Knowledge of insurance broking/underwriting.
• Strong verbal and written communication.
• Ability to identify the best policy to meet clients' needs.
• Ability to take responsibility for own performance.

Responsibilities

• Meet and deliver against Renewal Retention or New Business Targets, contributing towards the team's overall targets & KPI's.
• Ensure thorough pre-renewal reviews with clients annually.
• Conduct a full market review and offer the most suitable policy and product.
• Invite all Personal Lines policies within good time, 21 days prior to renewal date.
• Ensure policies are renewed on or before the renewal date.
• Complete all roles and tasks as required by the line manager, ensuring risk/compliance procedures are followed.
• Manage and prioritise tasks and keep them up to date.
• Identify and discuss cross-sell opportunities with clients.
• Adhere to Training & Competency scheme and pass audits.

Skills

Insurance broking/underwriting

Verbal & written communication

Client needs assessment

Negotiation & sales support

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.

Personal Lines Insurance Adviser Location: Devizes, Wiltshire Salary: Negotiable + Benefits Overview

We are currently looking for a Personal Lines Insurance Adviser to join the successful and experienced team based out of the Devizes office location. Brown & Brown prides itself on being a market leading broker with a strong reputation of service gathered from many years' and operating from multiple office locations across the country. The Personal Lines Insurance Adviser is central to the local area and alongside the team will deal with all sizes including more technical personal insurances.

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 with a stable and reputable broker.

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
• Adherence to our Training & Competency scheme and pass audits.

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:

• Knowledge of insurance broking/underwriting
• Ability to identify the best policy to meet clients' needs
• Ability to take responsibility for own performance
• Strong verbal and written communication

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.