Trainee Insurance Broker - Wilmslow

Flexible Solutionz
04 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 emailResponding to queries and enquires via email and telephoneTo update and maintain accurate records and filesTo update and maintain Microsoft Excel spreadsheetsWorking alongside all of the team in the day to day servicing of new and existing clientsPreparing new business quotations for new and existing clientsSupporting busy renewal activities, and ensuring high levels of business retention – collating renewal dates/diaries and preparing information for renewal termsLiaising with Insurers/UnderwritersLiaise with senior account handlers for guidance an instruction when requiredRespond to enquiries from clients, colleagues and underwriters and ensure all information required by clients or underwriters are obtained and communicatedIdentify client’s requirements and provide quotations to fulfil their needsCreate, 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 colleaguesChase claims, renewals and quotations as requiredProduce client and new business reports when requested
Send your cv through this advert for more information :)

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