Trainee Insurance Account Handler

Pavilion Recruitment Solutions; Gravesend; On-site; GBP 21,000 - 28,000; Full time

Job summary

Pavilion Recruitment Solutions is offering an entry-level opportunity in a growing commercial insurance team. The role focuses on building client relationships, handling quotes, and developing a personal portfolio under dedicated coaching from Team Leaders.

You will benefit from a structured training academy, ongoing support, and a pathway to develop technical and commercial knowledge while handling a real book of business with senior guidance.

Qualifications

• Strong desire to build a career in insurance.
• Confident picking up the phone and talking to clients.
• Personable, approachable and a team player.
• Motivated to learn and progress through a structured training programme.
• Proactive and eager to take ownership of development.
• Excellent communication skills and ability to build lasting client relationships.

Responsibilities

• Build and maintain strong relationships with commercial clients, understanding their needs.
• Develop your own book of business through inbound leads and outbound activity.
• Quote and arrange commercial policies, communicating with clients by phone.
• Manage the full policy lifecycle from quotations to renewals.
• Identify opportunities to cross-sell and grow client accounts.

Skills

Relationship building

Phone communication

Team player

Learning mindset

Proactivity

Client service

Job description

Do you have less than a year of experience in insurance, or are you looking to start your career in the industry? This is an exciting opportunity to join a growing commercial insurance team, offering a structured training academy, ongoing support and the chance to develop your own book of business.

With dedicated training and support from experienced Team Leaders, you'll have the opportunity to build a long-term career in commercial insurance.

Key Responsibilities

• Build and maintain strong relationships with commercial clients, understanding their individual insurance needs
• Develop your own book of business through a combination of inbound leads and outbound new business activity
• Quote and arrange commercial insurance policies, communicating directly with clients over the telephone
• Manage the full policy lifecycle, from new business quotations through to renewals
• Identify opportunities to cross-sell additional policies and grow existing client accounts, with most clients holding 2-3 policies
• Gain exposure to premiums of up to £40,000 per policy, with an average premium of £10,000
• Handle a range of commercial risks, including Cyber, Employers' Liability, Contractual Liability, Public Liability, Property and Fleet
• Develop your broking skills across both E-Trade and manual placements, with approximately 70% of business handled through E-Trade and 30% manually
• Work with leading insurers, including Aviva, Allianz, Chubb and Zurich
• Work closely with Team Leaders and colleagues to deliver excellent client service while developing your technical and commercial knowledge

Training & Development

You'll benefit from a dedicated training designed to support your learning, technical development and long-term career progression.

You'll also receive ongoing coaching and support from experienced Team Leaders, helping you build confidence when speaking with clients, develop your broking skills and work towards managing your own portfolio.

What We're Looking For

• A driven individual who is keen to build a career in insurance
• Confident picking up the phone and communicating with clients
• Personable, approachable and a strong team player
• Motivated to learn, develop and progress through a structured training programme
• Proactive, enthusiastic and willing to take ownership of your development
• Strong communication skills and an interest in building lasting client relationships