Trainee Insurance Broker

**Reports To**:
**Responsible For**: Self

**Key Relationships**: Customers and Colleagues

**J Hatty & Co - Our Ethos**
- **Integrity - **We earn our clients trust through hard work, honesty and adherence to our internal governance procedures, which meet regulatory requirements
- **Relationships - **We build and nurture long lasting relationships with our clients, by understanding their individual needs and sourcing insurance products that meet them. We also strive to maintain solid relationships with our insurers to achieve the best quality of product for our clients.
- **Services**: We pride ourselves on providing an excellent service to our clients, not only in sourcing the best quotes and products for their needs but also in the event of a loss, ensuring the process is as smooth and stress free as possible, and the outcome is fair.

**Main Purpose of Role**: As a Trainee Insurance Adviser, you will work alongside our qualified ‘Personal Lines’ Advisers, learning the technical knowledge, governance processes and behavioural skills necessary to qualify as a Certified Insurance Adviser. To achieve this, you will follow a Level 3 Apprenticeship in Providing Financial Services with Belfast Metropolitan College, and complete an internal Development Pathway, resulting in the Chartered Institute of Insurance Certificate.

**Measures of Performance**:Successful achievement of training milestones

**Responsibilities**:
**Customer Service**
- Always check your personal presentation is appropriate for working in a professional services environment. Cultivate a professional telephone and written communication style.
- Be ready to acknowledge, welcome and engage with all our customers.
- Help to create a positive, calm and caring atmosphere at the Office, by interacting with colleagues and clients courteously, and professionally. Be consciously aware of how actions and behaviours contribute to the atmosphere in the Office - for everyone.
- Follow through on commitments to customers, including agreed deadlines and keep the customer informed of changes or request for information.
- Under the supervision of a qualified mentor, explore the customer’s insurance requirements, and provide appropriate advice and quotes for products that meet the customer’s needs.
- Process all new business and renewals in accordance with FCA guidelines and timescales
- Ensure that all data is fully completed on the CRM database system
- Provide administration support to the Insurance Adviser team

**Requirements**:
**Teamwork**

**Without teamwork, our business would not succeed. We need each member of the team to be fully committed to the shared aim of providing an excellent customer experience and build trust with each other to deliver it together.**
- Be prepared to assist other members of the team which will involve undertaking a broad range of supporting tasks such as administration, filing, document handling.
- Always consider your team colleagues needs and priorities, as well as your own. Offer help wherever you can and ask for help if you need it. If you finish early or have spare time look at what you can do to help others who are busy.
- Communication is key - make sure you pass on any relevant information to help everyone’s day run smoothly.
- Always think about your contribution to the team and how you can bring positivity to your working relationships and interactions with others.
- Participate actively in team meetings.
- Contribute to maintaining shared areas to provide a pleasant environment for to the team to relax and take a break.
- Receive constructive feedback in the way it is intentioned - to help you improve in the role. Be sure to act upon it.
- Take responsibility and accountability for understanding and fully delivering on the requirements of any specific tasks allocated to you.
- Participate in or contribute to any social media or marketing campaigns

**Core Performance Capabilities**:
**These capabilities are critical to your work as an Apprentice, and beyond as a qualified insurance adviser.**

**Professionalism - **Cultivate a telephone manner that reflects the professional nature of the role, and maintain high standards of personal presentation to create a positive impression to customers. Being professional also means following through on commitments you make, and ensuring that written communications are businesslike, and strike the right tone, with appropriate grammar.

**Customer Focus **- be accountable for setting and maintain high standards of customer service. This means being responsive to customers, taking the time to understand their individual needs, demonstrating interest and enthusiasm in fulfilling them, and investing all of your efforts in ensuring they receive a service that impresses them and upholds the reputation J Hatty & Co has

**Flexibility** - adapt to what a busy environment with different people will bring. Show a positive ‘can do’ and upbeat approach to work and be prep