You are applying for a job at: Alan and Thomas Insurance Brokers Limited We are part of Brown & Brown Insurance group. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Title: Private Client Insurance Adviser Location: Bournemouth Salary: Negotiable plus benefits Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) an established Insurance Broker with multiple locations across the South of England are currently looking for a Private Client Insurance Adviser to join their dedicated and experienced team in the Bournemouth office. In the adviser position you will primarily be involved in offering and renewing contracts of personal lines property and motor insurance, alongside any ancillary products e.g. Travel. Private Clients typically include high net worth with significant wealth and assets that need bespoke as well as standard covers. As an Adviser you will manage an existing book of business assisting with new enquiries to expand the Company’s client base. You will need personal lines (motor & household) insurance knowledge or have good financial services related skills/experience to deliver effective, quality advice and efficient customer service combined with a commitment to your own professional development. The company is looking to the future and prides itself on a market leading client service model and a long list of products providers and covers it can access. The office team is a friendly, caring and welcoming group of knowledgeable individuals. The day to day: Organise and administrate private client personal lines insurance requirements on a daily basis in relation to renewals, midterm adjustments and new business enquiries, obtaining quotations and accounting procedures Handle nominated existing business insurance enquiries in a proactive manner Review the demands and needs of assigned customers and advise on the most appropriate cover to meet their demands and needs Create high quality Broking submission reports and broke risks to the insurance market demonstrating effective negotiation skills Produce accurate quality client documentation is provided to clients. Work with insurers and other third parties regarding client insurances and needs building effective business relationships. Maintain effective working relationships with colleagues assisting in achievement of overall company objectives Adhere to FCA regulations and requirements. What’s on offer: Negotiable 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, consideration will be given to other Financial Services sector experience. Ability to handle new 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 We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants. Brown & Brown is a unique and decentralized publicly traded organization (NYSE: BRO) that has grown to become the fifth largest insurance intermediary in the country. We sell property & casualty insurance and employee benefits insurance to mid-sized and large corporations throughout the country. Our size provides us with access to the best products in the marketplace, while still maintaining a very local community feel. Through growing and developing relationships with carrier partners and expert resources, Brown & Brown stands out as a leader in the industry. As our business grows, our people grow with it! Becoming an employee, or as we like to call it “a teammate,” of Brown & Brown introduces you to a career with virtually unlimited possibilities. Our unique culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our customers. With Brown & Brown you will get the training, the mentoring and the tools you need to succeed. Our teammates are bound together by shared goals and our collective commitment to integrity and quality. Brown & Brown’s local leaders are actively engaged in their communities and committed to maintaining an established network, as well as creating strong relationships of their own.