Position: Commercial Insurance Advisor
Location: Plymouth (Plympton)
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