Trainee Insurance Broker - Wilmslow

Flexible Solutionz
01 May 2019
21 May 2019
Contract Type
Full Time

Role: Trainee Insurance Broker

Location: Wilmslow, Cheshire

Salary: £18,000 - £20,000

We are currently recruiting an independent insurance broking and risk management company based in WIlmslow.

If you are looking to get into Insurance Broking, have a natural flair for customer service / sales and want to develop your career, or even kick start it, we want to talk to you!

Typical duties include;

  • Liaising with clients via telephone and email
  • Responding to queries and enquires via email and telephone
  • To update and maintain accurate records and files
  • To update and maintain Microsoft Excel spreadsheets
  • Working alongside all of the team in the day to day servicing of new and existing clients
  • Preparing new business quotations for new and existing clients
  • Supporting busy renewal activities, and ensuring high levels of business retention - collating renewal dates/diaries and preparing information for renewal terms
  • Liaising with Insurers/Underwriters
  • Liaise with senior account handlers for guidance an instruction when required
  • Respond to enquiries from clients, colleagues and underwriters and ensure all information required by clients or underwriters are obtained and communicated
  • Identify client’s requirements and provide quotations to fulfil their needs
  • Create, update and maintain client files with the highest level of accuracy and once trained you will be responsible for making mid-term adjustments to policies such as change of address, vehicle or personal details - with help from senior colleagues
  • Chase claims, renewals and quotations as required
  • Produce client and new business reports when requested

Send your cv through this advert for more information :)

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