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Commercial Insurance Advisor

United Kingdom, Somerton · Job Posted February 20, 2026
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Job Description

We are currently looking for a Commercial Insurance Advisor to join the successful and welcoming broking team based out of the Somerton office. 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 market wordings and online underwriting systems providing a strong position when working with client’s needs and demands. 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 with a stable and reputable broker. You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

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 commercial insurances 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

What we offer

  • Negotiable basic salary + bonuses
  • Wide range of additional addon benefits and discounts (Pension, DIS, Holiday etc)
  • CII Membership and CII Studies / exams paid

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