- Speaking with clients to understand their insurance needs
- Sourcing competitive quotes and presenting the best options
- Handling renewals, adjustments, and policy queries
- Providing support and advice throughout the claims process
- Keeping records up to date and always ensuring compliance
- Previous experience in an insurance broker or advisor role, ideally commercial lines
- Strong communication skills and a natural rapport-builder
- Customer-focused with a helpful, solution-led approach
- Confident managing multiple accounts and admin tasks
- A good understanding of FCA guidelines and insurance compliance