Commercial Insurance Broker

Commercial Insurance Broker

Full-Time On-site
Trevellyan Insurance Brokers

Location

2nd floor, Jack Dash House, 13 Schooner Close, E14 9YQ (fully on site 5 days)

Salary

Competitive, dependent on experience

We are looking for an experienced, commercially driven Commercial Insurance Broker to join our team.

This is an exciting opportunity for an ambitious broker with strong market knowledge, excellent insurer relationships and a proven ability to retain clients, win new business and deliver outstanding customer service.

You’ll play a key role in driving business growth, profitability and client retention, with a target of achieving a minimum 95% renewal retention rate.

Key Responsibilities

  • Manage and deliver the full commercial insurance renewal process.
  • Develop and place new business with suitable insurers and agencies.
  • Maintain strong relationships with insurers, underwriters and clients.
  • Demonstrate excellent knowledge of insurer appetites and underwriting requirements.
  • Negotiate competitive premiums and appropriate levels of cover.
  • Prepare detailed fact finds, audit packs and professional broker reports comparing policy terms and quotations.
  • Identify cross-selling and upselling opportunities.
  • Maintain accurate CRM records, manage renewal diaries and complete client health checks.
  • Ensure all recommendations meet clients' demands and needs, in line with FCA regulations and Treating Customers Fairly.
  • Monitor performance against targets and KPIs, including daily reporting.
  • Provide guidance and support to junior colleagues.

What We’re Looking For

  • Minimum 1-2 years’ experience in Commercial Insurance Broking.
  • Proficient with use of Acturis.
  • Strong knowledge of a broad range of commercial insurance markets.
  • Proven experience in managing renewals and securing new business.
  • Excellent understanding of insurer appetites and market placement.
  • Strong negotiation, sales and objection-handling skills.
  • Excellent organization, time management and attention to detail.
  • Commercially aware, proactive and target-driven.
  • Confident using CRM systems and Microsoft Office.
  • Good understanding of FCA compliance and regulatory requirements.
  • A positive, professional and team-focused attitude.

CII qualifications would be desirable.

The Opportunity

We’re looking for someone who takes ownership, thrives on achieving results and wants to make a genuine contribution to the growth and success of the business.

Trevellyan Insurance Brokers

Contact Details:

Trevellyan Insurance Brokers Recruitment Team