Commercial Insurance Advisor
6 days ago
Plymouth
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