Trainee Insurance Broker

3 weeks ago

Torquay, United Kingdom Wiser Academy Full time

**Are you a school or college leaver seeking an exciting new career opportunity?**

**Have you considered a career in insurance? Did you know that insurance is one of the most thrilling and prosperous sectors to work in?**

**If you are looking to build a successful career that challenges you, then this could be the role for you.**

We are working with our client, who are an independent insurance broker specializing in insurance for sports professionals, commercial and personal lines, and are seeking driven and ambitious individuals to join their team.

As a **Trainee Insurance Broker** you will receive full training to support you to become successful in your role. You will work as part of a team and individually to ensure that customers are handled in a friendly, useful, and professional manner and any customer enquiries, payments, mid-term adjustments, cancellations and complaints are handled in accordance with company procedures and regulatory requirements.

You will provide support to the relevant sales departments, this will include searching the market to obtain quotes that suit clients demands and needs. To attend relevant training sessions within your development plan.

**Customer Service**:

- Investigate and solve customers’ problems and complaints within the required timescales.
- Deliver excellent customer service by responding swiftly to queries and concerns from clients.

**Sales**:

- Identify all potential cross sales and up sell opportunities, referring to other departments where necessary.
- Assist and support in the generation of new leads and enquiries

**Administration**:
If the quote is accepted verbally, issue written confirmation, providing full details of cover, enclosing proposal(s) for completion (if applicable) and the “Terms of Business” document.

Issue policy documents and update client records.

The Advisor will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
- Follow the appropriate process for chasing all documents
- Validate and process all documents received by clients
- Monitor, check and process any documents received from insurers.
- Ensure that the system records are created for mid-term adjustments, cancellations and enquiries are updated following all client contacts.
- Search the panel of insurers to ensure sales advisors are delivering quotes that match a client’s demands and needs

As an apprentice, you will combine work and study as you work towards completing your Level 3 Insurance Practitioner apprenticeship program and achieve your Certificate in Insurance (a highly regarded qualification in the insurance sector).

**Job Types**: Full-time, Apprenticeship

**Salary**: £9,379.50-£18,438.03 per year

**Benefits**:

- Company events

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Education**:

- GCSE or equivalent (preferred)

Work Location: One location

Reference ID: WA-Riv -001

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