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.
Skills Required
- Experience broking insurance across sectors including liability, property, or financial lines
- Experience handling new business quotation enquiries, renewals, and mid-term adjustments
- Experience with 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
- Proactive and self-motivated approach
- Strong planning and organisation skills to meet deadlines
- Attention to detail
- Cooperative and supportive team-player approach
What We Do
At Brown & Brown, our guiding principles include building our team with the highest quality people and delivering innovative solutions and superior service. If you are a highly complex multinational company, an individual or anything in between, our experienced teams can help you view, analyze and purchase insurance efficiently. You will receive the personalized, dedicated service you deserve while leveraging the exceptional capabilities and peace of mind expected from a top brokerage to help protect what you value most.
