At a Glance
- Tasks: Help businesses secure the right insurance while hitting targets and providing top-notch service.
- Company: Join a meritocratic company that values self-starters and customer commitment.
- Benefits: Negotiable salary, 25 days holiday, pension, and professional development support.
- Other info: Dynamic team environment with opportunities for growth and development.
- Why this job: Make a real difference for businesses while enjoying a stable and rewarding career.
- Qualifications: Experience in insurance broking and strong communication skills are essential.
The predicted salary is between 39600 - 48400 £ per year.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We are looking for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team at our Plymouth (Plympton) office. The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks for various business types. Your purpose 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 that will provide stability, enjoyment and satisfaction at a leading and reputable regional insurance broking hub.
The day to day:
- 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.
What’s on offer:
- A negotiable basic salary + all the normal benefits (25 days holiday + Bank Holidays, Pension, Death in Service etc.)
- Access to both Flexible benefits and our annual share save scheme (15% discount on BRO shares (post probation).
- Full support for your professional development (including fully funded qualifications).
Your experience:
- Broking insurance 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.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Commercial Insurance Advisor in Plymouth employer: Berkeley Insurance Group
Berkeley Insurance Group is an excellent employer, offering a dynamic work environment in Newcastle-Under-Lyme where employees are encouraged to thrive through ongoing training and development opportunities. With a strong focus on teamwork and customer satisfaction, the company provides competitive salaries, bonuses, and a supportive culture that values each team member's contributions, making it an ideal place for those seeking a rewarding career in insurance sales.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Insurance Advisor in Plymouth
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Berkeley Insurance Group). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Berkeley Insurance Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Commercial Insurance Advisor in Plymouth
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Berkeley Insurance Group.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Berkeley Insurance Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Berkeley Insurance Group
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Berkeley Insurance Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Berkeley Insurance Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Berkeley Insurance Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
