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Trainee Insurance Broker

Nouvo Recruitment

Greater London

On-site

GBP 80,000 - 100,000

Full time

26 days ago

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An established industry player is seeking a Trainee Insurance Broker to join their dynamic team. In this exciting role, you will engage with small businesses to understand their insurance needs, provide tailored advice, and generate new business leads. Your ability to communicate effectively and build relationships will be key as you liaise with clients and insurers to ensure compliance and satisfaction. This position offers a fantastic opportunity to kickstart your career in the insurance sector while working towards your Cert CII qualification. If you are self-motivated, organized, and ready to take on challenges, this role is perfect for you.

Experience in an office or retail environment, preferably in insurance.
Strong communication skills and a pleasant telephone manner.

Call small businesses to assess their insurance needs and provide quotes.
Generate leads through cold calling and manage client records.

Office experience

Retail experience

Telephone communication

Effective communication

Organizational skills

Attention to detail

Sales techniques

Self-motivation

Relationship building

Microsoft Office proficiency

Cert CII qualification

Trainee Insurance Broker

THE ROLE

Calling small business to see what their insurance needs are.
Providing advice, recommendations, and quotes to new clients.
Lead generation including cold calling and information gathering.
Self-generating new business leads and obtaining accurate information for our databases.
Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management, and so forth.
Liaising with insurers to get the best policy for the client meeting their demands and needs.
Ensure that the sales process is completed and compliant with the regulatory framework.
Liaising with prospective clients/leads and closing the sale effectively.
Working towards your Cert CII qualification.

SKILLS & ABILITIES:

Experience within an office environment or retail experience, ideally in the insurance industry.
A pleasant, confident telephone manner.
An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues.
Highly organized with a systematic approach to work.
Good attention to detail.
Tenacious with strong sales techniques and skills.
Self-motivated to keep generating new business.
Motivated and driven to achieve team and individual targets.
Able to develop and sustain positive working relationships with internal and external parties.
Familiarity with the Microsoft Office suite of programs.

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