Insurance Broker (Level 3 Insurance Practitioner Apprenticeship)

David Roberts & Partners (Insurance Brokers) Ltd; Stockport; On-site; GBP 18,000 - 22,000; Full time

Job summary

A leading insurance brokerage is offering an apprenticeship for an Insurance Broker role in Stockport. This involves comprehensive training under the Level 3 Insurance Practitioner Apprenticeship, allowing you to build a career in the insurance industry with support for professional qualifications.

Benefits

25 days holidays plus bank holidays

Training and development opportunities

Qualifications

• Willingness to learn and keen interest in the insurance industry.
• Good customer service skills, previous sales experience is advantageous.
• Ability to follow instructions and work both independently and as part of a team.

Responsibilities

• Build and maintain ongoing relations with clients.
• Take client information for insurance needs assessment.
• Manage client needs throughout the policy life.

Skills

Customer Service

Attention to Detail

Self-Motivation

Communication

Education

5 GCSEs 9 to 4 (or equivalent)

Tools

Microsoft Office

Job description

Insurance Broker (Level 3 Insurance Practitioner Apprenticeship)

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Insurance Broker (Level 3 Insurance Practitioner Apprenticeship)

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Location

Stockport

Hours

Full Time

Contract

Permanent

Position Title: Insurance Broker Apprentice

Location: Stockport

Department: Broking

Holidays: 25 days plus bank holidays.

Training: Level 3 Insurance Practitioner Apprenticeship, supported by our training partner SkillsEdge and the Chartered Insurance Institute (CII) Qualifications, to achieve the Certificate in Insurance (“CII”) qualification. The successful candidate will be supported to complete professional qualifications within an 18-month apprenticeship, with at least 20% of their working time dedicated to training, studying and learning.

Hours: 37.5 hours working Monday to Friday 9:00 am to 5:00 pm with a half hour break for lunch each day.

Contract: Fixed-term apprenticeship agreement, with a 6 month probation period.

About The Role

As a Trainee Insurance Broker, you will need to complete a variety of tasks including:

• Build and maintain ongoing relations with clients
• Take information from clients, to enable assessment of their insurance needs and risk profile
• Research insurance companies’ policies and negotiate to find the most suitable cover
• Ensure that clients understand the terms and cover provided
• Manage client needs throughout the policy life to include any amendments
• Advise clients in respect of claims and how to mitigate risk
• Support team members with managing their client base and answering customer queries via telephone and email.
  
  

No prior experience is required. You will be given appropriate support and supervision to both carry out your job role and complete the apprenticeship.

With further training and career development opportunities available, this is a really exciting time to join our business and build a long and successful career within the insurance industry.

About You

The ideal candidate will

• Have a willingness to learn and a keen interest in the insurance industry
• Have good customer service skills, and previous sales or customer-facing roles would be advantageous
• Display accuracy and attention to detail
• Be self-motivated and able to use own initiative
• Have the ability to build relationships, and work well independently as well as work well as part of a team
• Be advantageous in using Microsoft Office, Word, Excel
• Able to take and follow instructions from clients and line managers
• have excellent written and verbal communication skills.
• Be committed to completing both the apprenticeship and CII qualification.
• Have good administrative and IT Skills
  
  

Qualifications Required

• 5 GCSE’s 9 to 4 (or equivalent), including Maths and English are essential.
  
  

How To Apply

Please send your CV and a brief cover letter, detailing why you would like to be considered for this role, to the below contact.

Please Contact

Clare Leigh, Broking Manager: [e-mail]

Seniority level

• Seniority level

  Internship

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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