Commercial Sme Insurance Adviser

Title: Commercial SME Insurance Adviser
Location: Poole
Salary: Negotiable + Benefits

Overview:

Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff.

The role of the Adviser is an important sales and advisory position and your role will primarily involve selling/offering and renewing contracts of insurance, either stand alone or as part of a portfolio, to clients within a specific company division. As the Adviser you will manage an existing book of business but will also be expected to assist with new enquiries to expand the Company's client base and assist with achievement of the company's new business targets.

Success in the role will primarily be judged on your achievement of indicators along with adherence to company policies and procedures. As an Adviser you will need to deliver effective, quality advice and efficient customer service combined with a commitment to own professional development. Key will be an ability for you to work cooperatively and efficiently with all colleagues both within the Broking and Service areas to ensure effective achievement of overall objectives.

Assisted by the Claims team to deliver a high level, quality customer experience you will ultimately be the part of the front line in terms of achieving customer expectation and managing the client relationship throughout the policy year.
The day to day:

• Deal with nominated new & existing business insurance enquiries in a proactive manner
• Administration of clients insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures
• Review the demands and needs of assigned customers and advise on the most appropriate insurances to meet their demands and needs.
• Produce high quality Broking submission reports and broke risks to the Insurance market demonstrating effective negotiation skills.
• Ensure high quality client documentation is produced and provide to clients.
• Liaise with insurers and other third parties regarding client's insurance needs building effective business relationships.
• Provide technical support to colleagues on request.
• Maintain effective working relationships with colleagues assisting in achievement of overall company objectives
• Adhere to FCA regulations and requirements.

What's on offer:

• Comparable and comprehensive salary package & benefits
• Joint Pension contribution scheme
• Salary Sacrifice options including dental and healthcare
• Discounts site for restaurants, cinema, retailers
• Cycle to work scheme
• Health & Wellbeing programme
• Casual dress code in office
• Performance related bonus
• Annual leave that rises with length of service

Your Experience:

• Requirement of at least 1+ year general insurance experience either broking or underwriting
• Ability to handle new business enquiries, renewals and mid term adjustments of insurance policies
• Good customer service and negotiation skills
• Effective planning, administration and organisational skills
• Ability to work calmly under pressure
• Excellent oral and written communication skills with the ability to professionally represent the Company
• Ability to build successful, mutually beneficial business relationships with all stakeholders, i.e. prospects / clients / insurers / colleagues.
• Acturis insurance broking software knowledge is an advantage
• Commitment to progress towards Cert CII
• Possession of a full driving licence