Commercial Insurance Advisor

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

Salary: Negotiable + benefits

Overview

We are expanding our Plymouth office and as such we are on the lookout for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team.

The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from 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 progressive opportunity that will provide stability, enjoyment and satisfaction at a leading & 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:

Negotiable basic salary + bonuses

Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc)

CII Membership and CII Studies / exams paid

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.

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