Trainee Account Handler

MW Appointments; Hoddesdon; On-site; GBP 20,000; Full time

Job summary

A leading insurance broker in Hoddesdon is seeking a Trainee Insurance Adviser to join their expanding team. The role involves handling insurance inquiries, learning internal procedures, and managing client renewals under supervision. Ideal for those entering the insurance industry, the position seeks fast learners with a strong passion for customer service. The role offers a salary of approximately £20,000 and presents opportunities for career growth in the insurance field.

Qualifications

• Seeking an individual with a passion for customer service.
• Must be a fast learner and self-motivated.
• Good organisational and time management skills are essential.

Responsibilities

• Handle insurance inquiries via phone, email, and face-to-face.
• Learn internal procedures and CRM for client servicing.
• Ensure compliance during transactions and interactions.
• Manage customer renewals under supervision.
• Proactively canvass for new business.

Skills

Fast learner

Passion for customer service

Self-motivated

Good organisational skills

Time management skills

IT literate

Job description

Summary

An Insurance Broker based in Hertfordshire has a new role for a Trainee Insurance Adviser to join their expanding team.

Main Duties

• Dealing with general insurance inquiries via the telephone, email and face-to-face
• To learn and adopt internal procedures and CRM to best service client requirements
• Ensure that all transactions / interactions are compliant
• Become fully conversant in all personal lines and Micro SME insurance solutions
• To account manage existing customer renewals under supervision
• Offer added value add-on products where applicable
• Gain a better understanding of clients needs for up-sell and cross-sell opportunities
• Be pro-active in canvassing for new business

Key Skills / Requirements

• Fast learner and a passion for customer service
• Self-motivated with a results-driven approach
• Good organisational and time management skills
• IT literate

This is an ideal opportunity for someone looking to enter the insurance industry following school or further education.

Based in Hoddesdon, Herts

Salary c£20,000