Trainee Insurance Broker

4 weeks ago

Southampton, United Kingdom Business Choice Direct Full time

**Salary**: £21,500.00 - £24,000.00 (D.O.E.)

**Benefits Package**:

- 25 Days holiday + paid day off on your birthday
- Company Pension
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Professional Qualifications (Study required)
- Free parking
- Work from home (Once competent and agreed with line manager)
- Employee wellness programmes
- Staff discounts
- Cycle to Work Scheme
- Company Events
- Casual Dress
- Refer a friend scheme
- Paid time off for volunteering

**Qualifications**:

- GCSE Maths & English at Grade C/Level 4 or above
- Chartered Insurance Institute Certificate in Insurance (willing to work towards)

**About You**

Are you an ambitious, energetic and dynamic person who excels in a client focused environment? Are you passionate about the service you deliver? Are you driven to achieve targets and do you thrive in a fast paced environment, always striving to go above and beyond? Are you looking to develop your career in an industry that is diverse and full of opportunity?

By joining our Customer Service team at BCD, you will be responsible for providing our clients with a high level of service and advice in order to maximise client satisfaction, achieve high retention levels and income targets. Using your fantastic communication skills, you'll be letting our clients know about our alternative products, potential gaps in cover and recommending insurance reviews. You'll need to be able to work under pressure because it's a fast paced environment but you'll be supported by a really friendly team and we will provide you with full training.

**About Us**

Business Choice Direct are part of the Lloyd & Whyte Group, a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us. Business Choice Direct Insurance Services Ltd is a Commercial Insurance broker, specialising in the logistics, high premium Motor, SME, and Tradesmen industries.

At Lloyd & Whyte our business is centred around five core values - Fun, Supportive, Professional, Partnerships and Ambitious. By ensuring that these values are at the heart of everything we do, we’re able to build a business that remains focused on delivering what we say we will to our clients, colleagues and business partners.

Our team here is motivated and upbeat. If you join us, you will be given individual targets, but the emphasis will be to work as a team to achieve, starting with your morning 'buzz' meeting you will strive with your team mates to deliver high quality advice, assist with changing policies as well as recommending new products to our commercial insurance customers.

**Working Hours**:
Full time/Permanent - 37.5 hours per week

Monday to Friday, One Saturday in Four

**Training**:

- 6 Month Induction / Probation Training plan
- Ongoing training via monthly 121’s, Team Training and External support
- Continuous development via Industry recognised training system, mínimal one course per month covering topics across Insurance Industry
- Support to complete further industry qualification

**Key Responsibilities**
- Achieve individual objectives and key performance indicators as set and agreed
- Completion of daily postal duties
- Attend daily Buzz Meetings starting at 8.50am with your team
- Provide a proactive validation to ensure high policy retention
- Provide professional support and advice to clients & Insurers, ensuring high levels of service and client satisfaction throughout the life cycle of their insurance
- Be proactive and maximise all business opportunities making clients aware of alternative products (generating leads), advising clients of potential gaps in cover and promoting insurance reviews with clients wherever possible
- Ensure all policy administration is dealt with in a professional and timely manner
- Check, process and issue new policies
- Adhere to all Company, regulatory and compliance guideline requirements
- Maintain own technical competence
- Support colleagues from all areas of the business as required

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

**Salary**: £21,500.00-£24,000.00 per year

Ability to commute/relocate:

- Southampton: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you confident in communicating with clients via telephone on a daily basis?

**Experience**:

- Customer Service: 1 year (preferred)

Licence/Certification:

- GCSE Maths & English at Grade C/Level 4 or above (required)

Work Location: One location

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