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We are currently looking for a Commercial Insurance Advisor to join the friendly and professional team based out of Bath (Corston). The Commercial Insurance Advisor is a key position within the team dealing with primarily small & medium commercial insurance risks for various businesses. With access to a wide number of markets and online underwriting systems you will have a strong position in finding the most appropriate insurances to suit client’s needs. Your purpose in this position 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 and progressive opportunity at a stable and reputable broker location.
Job Responsibility:
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
Requirements:
Broking / handling commercial or general insurance
Handling new business quotation enquiries, renewals and mid-term adjustments
Ability to develop and maintain business contacts and goodwill
Pro-active and self-motivated
Strong planning and organisation skills to meet deadlines
Attention to detail
Co-operative and supportive team player
What we offer:
25 days holiday + Bank Holidays
Pension
Death in Service
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)