Personal Lines Insurance Advisor
Location: Plymouth
Salary: Negotiable + Benefits
Overview
At Higos Insurance Services (part of Brown & Brown Europe), we are currently looking for a Personal Lines Insurance Advisor to join the successful and experienced team based out of the Plymouth office location.
The position provides advice to clients to ensure conversion of new enquiries, service of existing accounts, and retention of renewals to achieve company income targets while providing support to clients in all aspects of the insurance process in accordance with company procedures and regulatory requirements.
This is a long-term and progressive opportunity with a stable and reputable broker. You will need insurance underwriting or broking knowledge from either another broker or financial services company. If you are keen on working in a professional, friendly, and happy environment, this position will suit you.
The day to day:
* Meet and deliver against agreed Renewal Retention or New Business Targets, contributing towards the team's overall targets & KPI’s.
* Conduct thorough pre-renewal reviews with your clients annually.
* Conduct a full market review for your client and offer the most suitable policy and product.
* Invite all Personal Lines policies within good time, in line with our Higos operational guidance of 21 days prior to the renewal date.
* Ensure policies are renewed on or before the renewal date.
* 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.
* Manage and prioritise your tasks to keep them up to date and not overdue.
* Identify and discuss with your clients cross-sell opportunities.
* Complete any training deemed necessary for your role and fully prepare for your regular one-to-ones and annual year-end review, ensuring that you discuss activity around your agreed development plan and that all training is completed on time.
* Adhere to our Training & Competency scheme and pass audits.
* Keep up to date with Continuous Professional Development Plan (CPD).
* As required, undertake small projects and/or provide specialist input into wider business projects and initiatives.
What’s on offer:
* Negotiable basic salary + bonus.
* Wide range of additional benefits and discounts (Pension, Holiday, etc).
Your experience:
* Insurance covering either Motor and/or Household risks.
* Insurance broking experience of handling new enquiries, renewals, and mid-term adjustments.
* Ability to identify the best policy to meet clients’ needs.
* Ability to take responsibility for own performance.
* Strong verbal and written communication skills.
Job Types: Full-time, Permanent
Additional pay:
* Performance bonus.
Benefits:
* Company pension.
* Employee discount.
* Free parking.
* Life insurance.
* Referral programme.
Schedule:
* Monday to Friday.
* No weekends.
Ability to commute/relocate:
* Plymouth, Devon: reliably commute or plan to relocate before starting work (preferred).
Experience:
* Insurance: 1 year (preferred).
Work authorisation:
* United Kingdom (required).
Work Location: In person
Reference ID: MGW - Plymouth
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