Commercial Insurance Advisor

Job Description Position: Commercial Insurance AdvisorLocation: Plymouth (Plympton)Salary: Negotiable + benefitsOverviewWe are expanding our Plymouth office and as such we are on the lookout for a Commercial Insurance Advisor/Handler to join the friendly and welcoming team.The Commercial Insurance Advisor is a key position dealing with primarily small & medium commercial insurance risks from 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 progressive opportunity that will provide stability, enjoyment and satisfaction at a leading & 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 & KPIsEnsure you carry out thorough pre renewal reviews with your clients annually, identify customer needs, highlight any shortfalls in cover and advise your client accordinglyConduct 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 clients needs.Ensure documents are issued within contract certain timelines.Identify and discuss with your clients any recommended and relevant additional coversDebt 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.Whats on offer:Negotiable basic salary + bonusesWide range of additional addon benefits and discounts (Pension, DIS, Holiday etc)CII Membership and CII Studies / exams paidYour experience:Broking insurance from a number of sectors such as liability, property to financial linesHandling new business quotation enquiries, renewals and mid-term adjustmentsExperience of commerce and industry and familiarity with markets and economic trendsAbility to develop and maintain business contacts and goodwillExcellent interpersonal, written and verbal communication skillsAbility to prepare and present reportsPro-active and self-motivatedStrong planning and organisation skills to meet deadlinesAttention to detailCo-operative and supportive team player

Created: 2026-01-14