Insurance Broker

Cameron James Professional Recruitment; Wokingham; On-site; GBP 29,000 - 35,000; Full time

Job summary

A leading independent insurance broker in the heart of Wokingham is seeking a talented SME/Commercial Broker to join their team. This role involves managing a diverse portfolio of clients, providing excellent service, and handling all administrative aspects. The ideal candidate will have experience in the insurance industry, strong communication skills, and a proactive approach. This is a great opportunity to advance your career within a reputable firm offering supportive training and a competitive salary package.

Benefits

Flexible benefits

Bonus structure

On-site parking after probation

Qualifications

• Experience in the Insurance industry.
• Ability to organise workload and prioritise tasks efficiently.
• A proactive and adaptable approach is key.

Responsibilities

• Manage a portfolio of SME and commercial clients.
• Provide excellent service and build strong relationships.
• Handle the full administrative cycle for accounts.
• Present risks to underwriters and negotiate terms.
• Identify and pursue cross-selling opportunities.

Skills

Communication skills

Administrative skills

Client management

Proactive approach

Attention to detail

Tools

ACTURIS

Job description

SME / Commercial Broker or trainee / apprentice Broker – Wokingham

Salary : Up to £35k DOE, plus bonus and flexible benefits Location : close train station / on site parking after probation

Are you an ambitious insurance professional looking to take the next step in your career?

Our client, a leading independent insurance broker in the heart of Wokingham is looking for a talented and motivated SME / Commercial Broker to join their dynamic team. This is a fantastic opportunity for someone with a background in personal lines or a recent apprenticeship who is eager to transition into commercial broker

What you'll do

Working closely with senior Account Directors, you'll be instrumental in managing a diverse portfolio of SME and commercial clients. Your day-to-day responsibilities will be varied and engaging, including :

• Client Management : Serving as the first point of contact for routine inquiries, providing excellent service, and building strong relationships.
• Administrative Support : Handling the full administrative cycle for accounts, including the issuance of essential documentation like invoices, policy summaries, and certificates.
• Market Engagement : Assisting in presenting risks to underwriters and negotiating the best possible terms and coverage for clients.
• Portfolio Growth : Managing your own dedicated book of smaller commercial clients, handling all aspects of the annual insurance cycle from renewal to new business.
• Sales & Cross-Selling : Identifying and pursuing opportunities to cross-sell other insurance products to existing clients, contributing to the growth of the business.

Who we're looking for

We're seeking a professional with a solid foundation in the insurance industry.

• Experience in the Insurance industry
• Excellent communication and administrative skills are a must, along with the ability to organise your workload and prioritise tasks efficiently with minimal supervision.
• Experience with ACTURIS is a plus but not essential, as full training will be provided.
• A proactive and adaptable approach is key, as is a keen eye for detail.

This is a brilliant opportunity to advance your career within a supportive and reputable firm. If you're ready to make the move into commercial broking and contribute to a successful team, we want to hear from you.

To apply, please use the provided link, and David Helliwell from Cameron James will be in touch