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Personal Lines Insurance Advisor

Posted: 11/04/24
Recruiter:Brown & Brown
Reference:2746376249
Type:Permanent
Salary:Competitive
Location:Bridgwater, Somerset
Description:

Personal Lines Insurance Adviser

Location: Bridgewater (On-site)

Salary: Negotiable + Benefits

We've been looking after our client's personal insurance needs for over 30 years across the South West from our 10+ branches.


We invest heavily in training and development of our team and as such can provide you with a career path rather than just another job.


The day to day:

  • Provide an excellent customer experience ensuring that everyone is treated in a warm, friendly and respectful manner that shows interest in their genuine needs and leaves them feeling valued as a customer.
  • Meet and exceed personal sales and/or other relevant targets, contributing towards the team's overall service and sales objectives/KPI's.
  • Carry out a range of administrative duties ensuring prompt and accurate completion of all administration requirements within Company standards.
  • Complete all roles and tasks as required by your line manager, ensuring all operational priorities and Higos rules, procedures and policies for risk and compliance are adhered to.
  • As and when required undertake small projects and/or provide specialist input into wider business projects and initiatives.

What's on offer:

An environment focused on putting the client first with full support for professional qualifications and career development.

A negotiable basic salary + bonus and all the normal benefits (Pension, Holidays etc.)


Your experience:

  • Ideally you'll have a solid grounding in looking after Personal Insurance clients covering Home, Motor, Travel requirements - alternatively a background in banking or financial services
  • Working knowledge of insurance broking platforms (we're on Acturis)
  • A well-rounded skill set which includes strong Communication, Negotiation, Sales and stakeholder management skills coupled with an eye for detail around paperwork
  • Experience within the insurance market from either the broking or insurer side

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