Personal Lines Insurance Advisor – Growth, Renewals & Client Care

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

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.