Trainee Broker Assistant

3 weeks ago


Sevenoaks, United Kingdom MW Appointments Full time

Job: Trainee Broker Assistant

**Salary**: £25,000

Location: Kent

An Insurance company in Kent is looking for a Trainee Broking Assistant to join their busy team. The purpose if the role is to assist the Account Executives in the management of the client portfolio across Financial and Credit Insurance Risks.

Main Duties:

- Support the account managers in uploading and entering client, insurer, policy information and documents onto the CRM system
- Attend client renewal meetings and strategy meetings alongside the Associate Directors to assist and development knowledge
- Attend insurer meetings alongside the account managers and liaise with insurers regarding existing client policies
- Assist the account managers in responding to clients day-to-day queries
- Obtaining renewal terms, identifying alternative quotations, confirming cover with insurers, processing policies and chase outstanding documentation
- Ensure all client documentation is provided

Key Skills/ Requirements:

- Educated upto A-Level or Equivalent
- Excellent written and verbal communication skills
- The ability to build, manage and develop relationships
- Strong numerical skills
- Strong problem-solving and analytical skills
- The ability to work well in a team

This role would suit a recent school/ colleague leaver or Graduate looking for a trainee role within an Insurance which provides full training and development opportunities.

REF: 9146

MW Appointments is acting as an Employment Agency in relation to this vacancy.


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