Trainee Insurance Advisor

Pertemps; Lancashire; On-site; GBP 23,000 - 27,000; Full time

Job summary

A leading company is seeking a Trainee Insurance Advisor to join their team in Lancashire. This full-time, permanent position offers full training and clear progression opportunities in the insurance sector. Responsibilities include delivering outstanding customer service and managing policy tasks. The role promises a supportive environment for building a rewarding career.

Benefits

Pension scheme

33 days annual holiday

Option to work from home one day per week

Free on-site car parking

Qualifications

• Demonstrates drive, energy, and enthusiasm.
• Possesses a confident personality and enjoys teamwork.
• Shows initiative and is eager to learn.

Responsibilities

• Provide exceptional customer service.
• Handle insurance enquiries and process policy changes.
• Set up new policies and manage sales-related tasks.

Skills

Customer Service

Communication

Teamwork

IT Skills

Interpersonal Skills

Education

5 GCSEs at grade C or above

Tools

Microsoft Office 365

Job description

Trainee Insurance Advisor
Starting at £23,000, dependent on experience
Full Time
Permanent
Monday to Friday, 9:00am to 5:00pm

Are you looking for a rewarding career in insurance? We're looking for a motivated and enthusiastic individual to join our team and help deliver outstanding customer service. With full training provided and clear progression opportunities, this is your chance to grow with a supportive and forward-thinking company.

About the Role

With an immediate start date available, this role offers the opportunity to play a key part in the success of a growing business. Supporting the smooth running of the office and ensuring high levels of customer satisfaction, your responsibilities will include:

• Providing exceptional customer service
• Handling insurance enquiries
• Processing policy changes
• Setting up new policies and handling sales-related tasks

About You

We are looking for someone who:

• Demonstrates drive, energy, and enthusiasm in delivering outstanding customer service
• Maintains a proactive and enthusiastic ‘can-do’ attitude
• Possesses a confident personality and enjoys working within a team environment
• Shows initiative and is eager to learn
• Has strong interpersonal and communication skills
• Enjoys building and maintaining relationships with clients
• Is comfortable using IT systems, including Microsoft Office 365
• Holds a minimum of 5 GCSEs at grade C or above, including Maths and English
• Has a full UK Driving Licence

Our Commitment to You

• Full training on all IT systems
• Training and support to obtain initial product licences
• Ongoing training to become fully licensed in both personal and commercial products
• Opportunity to pursue Chartered Insurance Institute (CII) certification
• Clear progression opportunities within the business

Benefits

• Pension scheme
• 33 days annual holiday (including bank holidays)
• Option to work from home one day per week upon reaching full competence
• Free on-site car parking