Trainee Insurance Broker
2 weeks ago
Nustaff Recruitment have been instructed by a leading commercial insurance broker looking for a junior broker to join their fantastic team in Cardiff Bay.
**Position Overview**
The role will focus on dealing with and advising businesses on their insurance needs and securing the most appropriate and competitive solutions.
**Key Responsibilities**
- Work with an existing book of commercial clients to provide a smooth account handling service
- Manage insurance queries
- Produce and maintain accurate and complete documentation in a compliant manner
- Respond to all queries in a timely, positive, and professional manner
- Suggest opportunities to help generate business within our existing book of clients
- Renewal handling with pro-active retention of the renewal book
- Generation of new leads from cross sell opportunities
- Provision of excellent customer service to our clients, intermediaries, and other business partners
- Liaising with the client to ensure we hold the right information about their business or home
- Building relationships with our introducing Intermediaries
- Securing lasting and productive relationships with our Insurers to ensure we can secure the best terms for our clients
- Processing payments from clients
- The role may also include other administrative tasks to support your team
**Skills/Experience**
- Experience in a financial services / customer services environment
- Positive attitude to Customer Service and fulfilling client needs
- Organised and able to handle pressure easily, being able to prioritise workloads
- Follow policies and procedures to ensure all quotations are provided compliantly and effectively
- Driven
- Target mindset
- Organised
- Enthusiastic
- Able to work under pressure
- Willing and able to learn quickly
- Adaptive to change
- High Level of ICT Skills
- Confident
**Job Types**: Full-time, Permanent
**Salary**: From £21,000.00 per year
**Benefits**:
- Additional leave
- Company events
- Company pension
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
**Experience**:
- financial services: 1 year (preferred)
Work Location: In person
Reference ID: CIBPIMD/080623
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