Personal Lines Insurance Advisor

Posted 9 Days Ago
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Devizes, Wiltshire, England, GBR
In-Office
Entry level
Insurance
The Role
Advise personal lines insurance clients, review coverage needs, recommend suitable policies, manage renewals, retain existing accounts, identify cross-sell opportunities, and achieve new business and renewal targets. The role also requires timely policy administration, regulatory compliance, task management, client communication, and participation in training and competency audits.
Summary Generated by Built In

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.

Skills Required

  • Knowledge of insurance broking or underwriting
  • Ability to identify the best policy to meet clients' needs
  • Ability to take responsibility for own performance
  • Strong verbal and written communication skills
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The Company
HQ: Daytona Beach, FL
2,612 Employees
Year Founded: 1939

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.

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