Private Client Insurance Adviser

Brown & Brown UK; Poole; On-site; GBP 25,000 - 45,000; Full time

Job summary

Join a forward-thinking company as a Private Client Insurance Adviser, where your expertise in personal lines property and motor insurance will shine. This role offers the chance to manage existing clients while handling new inquiries, all within a supportive team environment. With a commitment to excellent client service and a wide range of products, you will thrive in a dynamic setting that values your contributions. Enjoy a competitive salary, performance-related bonuses, and a variety of benefits, including dental and healthcare options. If you're ready to make an impact in the insurance industry, this opportunity is for you.

Benefits

Dental and Healthcare Options

Discounts for Restaurants and Retailers

Cycle to Work Scheme

Casual Dress Code

Performance-related Bonus

Annual Leave Increases with Service

Qualifications

• 1+ year of experience in insurance, broking, or underwriting.
• Strong customer service and negotiation skills are essential.

Responsibilities

• Manage private client insurance requirements and handle inquiries.
• Assess client needs and recommend appropriate coverage.
• Build effective relationships with insurers and third parties.

Skills

Insurance Experience

Customer Service Skills

Negotiation Skills

Planning and Organizational Skills

Communication Skills

Education

Cert CII Commitment

Tools

Acturis Software

Job description

Talent Acquisition / Senior Recruiter - Brown & Brown Europe

Location: Poole, Dorset

Salary: Negotiable + benefits

Overview:

We are seeking a Private Client Insurance Adviser to join our experienced team in Bournemouth. The role involves offering and renewing contracts for personal lines property and motor insurance, including ancillary products. You will manage existing clients and handle new inquiries, requiring knowledge of personal lines insurance or related financial services skills.

Our company prides itself on a market-leading client service model, access to a wide range of products, and a friendly, knowledgeable team.

Daily Responsibilities:

• Organize and manage private client insurance requirements, including renewals, adjustments, and new business enquiries.
• Handle existing insurance enquiries proactively.
• Assess client needs and recommend appropriate coverage.
• Create and negotiate high-quality broking reports.
• Produce accurate client documentation.
• Build effective relationships with insurers and third parties.
• Collaborate with colleagues to achieve company objectives.
• Adhere to FCA regulations.

Benefits:

• Salary sacrifice options including dental and healthcare.
• Discounts for restaurants, cinemas, and retailers.
• Cycle to work scheme.
• Casual dress code.
• Performance-related bonus.
• Annual leave increases with service.

Candidate Requirements:

• At least 1+ year of insurance experience, broking or underwriting, or relevant financial services background.
• Ability to handle enquiries, renewals, and adjustments.
• Strong customer service and negotiation skills.
• Effective planning and organizational skills.
• Ability to work calmly under pressure.
• Excellent communication skills.
• Ability to build beneficial relationships with stakeholders.
• Knowledge of Acturis software is a plus.
• Commitment to progressing towards Cert CII.

Additional Details:

• Seniority level: Associate
• Employment type: Full-time
• Job functions: Administrative, Customer Service, Business Development
• Industries: Insurance, Insurance Agencies, and Brokerages