Trainee Insurance Broker

3 weeks ago


Southampton, United Kingdom Business Choice Direct Full time

**We have an exciting opportunity to join the team at Business Choice Direct**

**Salary**:£22,000.00 - £24,000.00 (D.O.E.) with an OTE of up to £35,000

**Benefits Package**:

- 28 Days holiday + UK Bank Holidays
- Paid day off on your birthday
- Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_
- Company Pension Plan
- Income Protection Insurance Scheme
- Death in Service Benefit (x2 times your annual salary)
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Support & funding for study towards your professional qualification
- Free on site parking
- Work from home (Once competent and agreed with line manager)
- Employee wellness programmes
- 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 _(hold or willing to work towards)_

**About You**

Are you a tenacious, sales orientated and confident individual looking for that next step within your insurance career? Are you keen to build upon your existing sales experience and become an expert in Motor, Commercial and Business Insurance? Are you a strong communicator who enjoys talking to people from all walks of life, supporting them and exceeding their expectations? And do you thrive in a fast paced, target driven environment, always striving to go above and beyond what is expected of you?

By joining the team at BCD, you will be responsible for providing our clients with the highest level of service across both inbound and outbound calls, managed via your own diary (not cold calling.) As a regulated Insurance broker, we will supply you with training and all the tools you need to deliver a compliant and competitive product to your customer, you will be expected to deliver a high-quality service whilst working towards your sales targets.

**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.

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.

**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
- Attend daily Buzz Meetings starting at 8.50am with your team
- Undertaking telephone-based quotes with prospective clients using fact find to capture data
- Researching the market and providing quotes and information to clients relevant to the protection they require
- Liaising with underwriters to gain secure correct products and best possible premiums for our clients.
- Follow up calls to clients to chase decisions, progress of quote etc.
- Overcoming objections and promoting the key selling features of the recommended insurer
- Ensure all policy administration is dealt with in a professional and timely manner
- 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**: £22,000.00-£24,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free parking
- Health & wellbeing programme
- On-site parking
- Referral programme
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

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

**Experience**:

- sales /customer service: 1 year (required)

Licence/Certification:

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

Work Location: In person



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