About this role
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
Overview 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.