Junior Broker Trainee

1 day ago


City Of London, United Kingdom MW Appointments Full time
Trainee Role in Insurance Broking

MW Appointments is acting as an Employment Agency in relation to this vacancy. We are seeking a trainee to join our team as a junior broker. The successful candidate will be responsible for servicing the insurance needs of Wholesale customers, providing quality customer care, and ensuring that documents are obtained and dispatched promptly.

Job Description:
  • Service the insurance needs of Wholesale customers.
  • Provide quality customer care and ensure that documents are obtained and dispatched promptly.
  • Support management and colleagues in achieving and surpassing targets.
  • Develop a thorough understanding of the insurance basics, principles, and broking market.
  • Answer telephone calls and deal with client enquiries in a professional and efficient manner.
  • Generate system correspondence and notify insurers of changes and new cover issued.
  • Process and submit client documentation to insurers promptly.
  • Dispatch policy documentation to clients and process mid-term adjustments.
  • Issue Renewal Review Notices and documentation, and update records following changes or amendments.

The ideal candidate should possess strong IT skills, experience in Microsoft Excel & Microsoft Word, effective time management skills, and strong communication skills.

Estimated salary: £24,000 - £29,000 per annum.

This role provides full training and development opportunities for a career in insurance broking.


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