Personal Lines Insurance Advisor Job at Brown & Brown UK (Plymouth)

Personal Lines Advisor

Join a well-established insurance brokerage that truly values relationships and ...

Location

Canada , British Columbia

Salary:

50000.00 - 70000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Level 2 General Insurance License required
Strong experience in personal lines, with a focus on homeowners insurance
Comfortable managing high-value and complex client accounts
Experience with PowerBroker and familiarity with carrier portals
Excellent communication skills with a client first mindset
Quick learner with the ability to adapt and take ownership of an established book
Professional and relationship-focused, especially when working with long-term clients

Job Responsibility

Manage a personal lines portfolio including renewals, and policy changes
Handle renewals with accuracy and efficiency
Prepare quotes and place new business across homeowners and limited ICBC policies
Provide client service through phone communication and timely follow-ups
Support some producers with a balanced mix of processing and client interaction
Assist with occasional front office duties such as answering phones and general office support
Build and maintain strong relationships with a long-standing and loyal client base
Contribute positively to a team-oriented and collaborative office environment

What we offer

Competitive base salary ($50,000 - $70,000 expected salary range, commensurate with experience)
Commission opportunities with additional earning potential
Group benefits
Paid Vacation
Schedule with some flexibility
Opportunity for long term growth, including potential transition into a producer role

Fulltime

Personal Lines Account Manager

Alera Group is seeking an experienced Personal Lines Account Manager II to join ...

Location

United States , Bedford

Salary:

55000.00 - 75000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

Personal Lines insurance account management experience
Active insurance producer license required
Strong knowledge of personal lines insurance products, markets, underwriting guidelines, and carrier offerings
Excellent client service, communication, and relationship management skills
Strong organization, follow-through, and attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong problem-solving skills and sense of urgency
Proficiency with agency management systems and relevant technology tools
Bachelor's degree preferred
Experience managing Pinnacle, high-net-worth, or multi-policy personal lines accounts

Job Responsibility

Manage and service a book of personal lines business, including Pinnacle and multi-policy accounts
Serve as a trusted advisor to clients by proactively reviewing coverage needs, identifying gaps, and recommending appropriate solutions
Support account retention efforts through responsive service, relationship management, and proactive renewal strategy
Complete applications, endorsements, policy changes, renewals, billing inquiries, and related servicing requests accurately and efficiently
Rate, quote, review, and bind personal lines risks in accordance with underwriting guidelines and agency workflows
Design and present insurance solutions that align with client needs and risk exposures
Respond promptly and professionally to client questions, service requests, and coverage concerns
Participate in client meetings as needed to review existing programs, market strategy, and coverage recommendations
Identify opportunities to expand client relationships through additional products, services, or coverage solutions
Generate referrals and support new business growth initiatives where appropriate

What we offer

medical
dental
vision
life and disability coverage
401(k)
generous PTO
role-specific learning paths
leadership development programs
technical and compliance training
industry certifications and continuing education support

Fulltime

Sales Advisor - Motor Insurance

As a Sales Advisor, you'll be the first point of contact for customers, guiding ...

Location

United Kingdom , Glasgow

Salary:

28000.00 - 35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Experienced in motor insurance or personal lines
A strong communicator who enjoys helping customers
Target-driven, confident, and motivated
Highly organised with excellent attention to detail
Comfortable using digital systems and managing multiple enquiries

Job Responsibility

Providing accurate advice and quotes for new and existing customers
Managing policy administration including new business, renewals, and mid-term adjustments
Delivering friendly, efficient, and compliant service
Supporting the team in achieving sales and service KPIs
Suggesting process improvements to enhance customer experience and performance

What we offer

Generous performance-related bonus
Death in Service plan (post probation)
Private Medical Cover (post probation)
Friendly and supportive team environment
Workplace pension
Funded insurance qualifications
Wellbeing support
Access to discounted online marketplace

Fulltime

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Franklin, Massachusetts; Milford, Massachusetts

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

Comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

Legal Advisor - Litigation

We are looking for legal advisors with experience of supporting on caseload mana...

Location

United Kingdom , Leeds

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience of supporting on caseload management of high-volume RTA Fast Track claims
Ability to assist the delivery of a robust claims handling process with a key focus on client outcomes and fee generation
Significant knowledge of RTA claims handling and the full litigation process
Solid working knowledge of the CPR, legislation and relevant case law
Competent working with a case management system and good knowledge of MS Office
Good attention to detail and organisational skills
Focus on delivering quality service to clients and the firm

Job Responsibility

Pro-actively assisting in the progression of high-volume caseload of Fast Track Personal Injury RTA claims in line with agreed internal procedures and practices
Aiding in litigation processes to help generate fee income and contribute to the overall success of the business
Making use of the firm's Case Management Systems to assist on the identification of cases where proceedings would be tactically beneficial and support the progression of such cases accordingly
Liaising appropriately and timely with sources, medical agencies, experts, third party insurers and other relevant parties
Supporting the assessment of liability and quantum to include reviewing medical reports, researching and obtaining relevant case law, drafting schedules of special damages and reviewing suitable awards for compensation
Supporting cases with denial of liability and causation arguments
A practical yet commercial approach to settlements, including supporting client advice on cost risks
Contributing to performance targets (e.g., profit costs, case issuance, and settlements) while maintaining the firm's integrity
Additional tasks as assigned by the business

What we offer

25 days' holiday per annum
Hybrid working model (in relevant role)
2 x Volunteering days to support charitable initiatives
Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
Medicash cash plan – claim back dental / physio / optical appointments
My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
Discounts and cash back on travel and shopping through Medicash extras
Life Assurance Scheme (4 x salary)
Pension scheme
Funded driving theory test (in relevant role)

Fulltime

Legal Advisor - Litigation

We are looking for legal advisors with experience of supporting on caseload mana...

Location

United Kingdom , Haywards Heath

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience of supporting on caseload management of high-volume RTA Fast Track claims
Solid working knowledge of the CPR, legislation and relevant case law
Competent working with a case management system and good knowledge of MS Office
Good attention to detail and organisational skills
Focus on delivering quality service to clients and the firm

Job Responsibility

Pro-actively assisting in the progression of high-volume caseload of Fast Track Personal Injury RTA claims in line with agreed internal procedures and practices
Aiding in litigation processes to help generate fee income and contribute to the overall success of the business
Making use of the firm’s Case Management Systems to assist on the identification of cases where proceedings would be tactically beneficial and support the progression of such cases accordingly
Liaising appropriately and timely with sources, medical agencies, experts, third party insurers and other relevant parties
Supporting the assessment of liability and quantum to include reviewing medical reports, researching and obtaining relevant case law, drafting schedules of special damages and reviewing suitable awards for compensation
Supporting cases with denial of liability and causation arguments
Contributing to performance targets (e.g., profit costs, case issuance, and settlements) while maintaining the firm’s integrity

What we offer

25 days' holiday per annum
Hybrid working model (in relevant role)
2 x Volunteering days to support charitable initiatives
Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
Medicash cash plan – claim back dental / physio / optical appointments
My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
Discounts and cash back on travel and shopping through Medicash extras
Life Assurance Scheme (4 x salary)
Pension scheme
Funded driving theory test (in relevant role)

Legal Advisor - Litigation

We are looking for legal advisors with experience of supporting on caseload mana...

Location

United Kingdom , Birkenhead

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience of supporting on caseload management of high-volume RTA Fast Track claims
Ability to assist the delivery of a robust claims handling process
Significant knowledge of RTA claims handling and the full litigation process
Solid working knowledge of the CPR, legislation and relevant case law
Competent working with a case management system and good knowledge of MS Office
Good attention to detail and organisational skills
Focus on delivering quality service to clients and the firm

Job Responsibility

Pro-actively assisting in the progression of high-volume caseload of Fast Track Personal Injury RTA claims in line with agreed internal procedures and practices
Aiding in litigation processes to help generate fee income and contribute to the overall success of the business
Making use of the firm’s Case Management Systems to assist on the identification of cases where proceedings would be tactically beneficial and support the progression of such cases accordingly
To liaise appropriately and timely with sources, medical agencies, experts, third party insurers and other relevant parties
Supporting the assessment of liability and quantum to include reviewing medical reports, researching and obtaining relevant case law, drafting schedules of special damages and reviewing suitable awards for compensation
To support with cases with denial of liability and causation arguments
A practical yet commercial approach to settlements is essential, including supporting client advice on cost risks
Contributing to performance targets (e.g., profit costs, case issuance, and settlements) while maintaining the firm’s integrity
Additional tasks may be assigned as deemed relevant and reasonable by the business

What we offer

25 days' holiday per annum
Hybrid working model
2 x Volunteering days to support charitable initiatives
Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
Medicash cash plan – claim back dental / physio / optical appointments
My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
Discounts and cash back on travel and shopping through Medicash extras
Life Assurance Scheme (4 x salary)
Pension scheme
Funded driving theory test

Fulltime

Legal Advisor - Litigation

We are looking for legal advisors with experience of supporting on caseload mana...

Location

United Kingdom , Liverpool

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experienced legal advisors with significant knowledge of RTA claims handling and the full litigation process
A solid working knowledge of the CPR, legislation and relevant case law
Competent working with a case management system and good knowledge of MS Office
Good attention to detail and organisational skills
Focus on delivering quality service to clients and the firm

Job Responsibility

Pro-actively assisting in the progression of high-volume caseload of Fast Track Personal Injury RTA claims in line with agreed internal procedures and practices
This supporting role involves aiding in litigation processes to help generate fee income and contribute to the overall success of the business
Making use of the firm’s Case Management Systems, postholders will assist on the identification of cases where proceedings would be tactically beneficial and support the progression of such cases accordingly
To liaise appropriately and timely with sources, medical agencies, experts, third party insurers and other relevant parties
Supporting the assessment of liability and quantum to include reviewing medical reports, researching and obtaining relevant case law, drafting schedules of special damages and reviewing suitable awards for compensation
To support with cases with denial of liability and causation arguments
A practical yet commercial approach to settlements is essential, including supporting client advice on cost risks. The role also involves contributing to performance targets (e.g., profit costs, case issuance, and settlements) while maintaining the firm’s integrity
Additional tasks may be assigned as deemed relevant and reasonable by the business

What we offer

25 days' holiday per annum
Hybrid working model (in relevant role)
2 x Volunteering days to support charitable initiatives
Matched Giving – up to £250 matched for personal charity fundraising for a registered charity
Medicash cash plan – claim back dental / physio / optical appointments
My Medicash App – including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
Discounts and cash back on travel and shopping through Medicash extras
Life Assurance Scheme (4 x salary)
Pension scheme
Funded driving theory test (in relevant role)

Fulltime

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Personal Lines Insurance Advisor

Job Description

Job Responsibility

Requirements

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