PI 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: Professional Indemnity Insurance Advisor

Location: Bath (Corston)

Salary: Negotiable + benefits

Overview

We are currently looking for a Professional Indemnity Insurance Advisor to join our welcoming and successful office in Bath (Corston).

Your role as a Professional Indemnity Insurance Advisor is a key position dealing with primarily small & medium risks from various business types. Managing existing clients and working on new business quotations your purpose will be to achieve results and contribute towards team/individual targets, whilst offering a bespoke high level service, adhering to company procedures and regulatory requirements.

Key to this position will be experience of providing insurance against professional negligence, error omissions, civil liabilities that cover professional firms and people. This is a focused role that will suit someone looking for specialist exposure and a deeper dive into this sector.

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 experience of PI insurance, E&O, Civil Liabilities

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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