JOB OBJECTIVE
Retain and expand existing book of business and advise on the most appropriate insurance to meet clients’ needs.
SPECIFIC DUTIES AND RESPONSIBILITIES
* Renew your own book of business each month (approx. 20+ clients), both client‑facing and telephone based.
* Accurately complete administrative tasks: issue documents, diary management, check proposal documents, renewals re‑broking, set up policy records, create client schedules, and handle insurer and client queries.
* Sell the benefits of renewal to clients.
* Achieve income targets while adhering to FCA compliance obligations and retention targets.
* Provide quotes for existing clients, generating new business such as excess layers and cross‑selling additional policies.
* Contact clients when their policy falls due for renewal, ensuring any cover or policy changes are actioned and completing a full market search to obtain the most competitive product.
* Administer renewal from initial review through market search, quotation, closing of sale, issuing of cover and follow‑up documentation requests.
* Negotiate insurance rates with clients and underwriters, trade with insurers to maximise income potential.
* Manage incoming enquiries, e.g. mid‑term adjustments; direct them to relevant departments if necessary.
* Deliver exceptional levels of customer service at all times.
GENERAL ADMINISTRATION
* Prioritise all client communication (phone, email, in person) to ensure high level of customer service.
* Ensure accuracy, efficiency and professionalism when dealing with internal and external clients, including colleagues and insurers.
EQUAL OPPORTUNITY
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
ABOUT US
Founded in 1939 as a small, two‑partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience and delivering results. Our high‑performing, highly collaborative team delivers innovative risk and insurance solutions.
CULTURE
We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. We value teamwork, trust and courage, and focus on the greater "WE" rather than "me".
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