Trainee Insurance Broker

Cowell Recruitment; Poole; On-site; GBP 25,000 - 28,000; Full time

Job summary

A reputable insurance firm in Poole is seeking a Trainee/Specialist Insurance Advisor. This role involves providing expert advice on Taxi Insurance policies and processing related transactions. The ideal candidate will have strong customer-facing skills, with training provided to support their development. Up to £28,000 salary, healthcare plan, and annual leave included.

Benefits

Healthcare Cash Plan

High Street Discount Scheme

20 days annual leave plus all Bank Holidays

Qualifications

• Highly organized with strong attention to detail.
• Proactive mindset with confidence in sales.
• Excellent verbal communication and listening skills.

Responsibilities

• Provide expert advice on Taxi Insurance policies.
• Process the full lifecycle of insurance policies.
• Manage a high volume of inbound and outbound calls.
• Achieve performance targets for sales and services.
• Uphold compliance standards and data entry.

Skills

Sales Ability

Communication

Customer Focus

Attitude

Teamwork

Job description

Trainee/Specialist Insurance Advisor

Location: Parkstone, Poole, Dorset

Salary: £25,000 - £28,000

Due to continued success, an excellent opportunity has arisen for a Trainee/Specialist Insurance Advisor to join our established team in Parkstone. This is a chance to join a reputable firm that is committed to investing in its employees through comprehensive training, continuous support, and clear pathways for career progression.

No prior insurance experience is required—we are looking for candidates with a strong work ethic and exceptional customer-facing skills whom we can train from the ground up to become industry specialists.

The Role: What You'll Be Doing

As a key member of the team, you will be responsible for providing expert advice and service on Taxi Insurance policies to new and existing customers. Your main duties will include:

• Advising new and existing customers over the phone on the most appropriate insurance policies to meet their specific needs.
• Processing the full lifecycle of a policy, including new business quotations, mid-term adjustments, renewals, and cancellations.
• Managing a high volume of inbound and outbound calls, maintaining professional standards at all times.
• Achieving personal and branch-level performance targets (KPIs) for sales and service delivery.
• Upholding high standards of compliance and accurate data entry on the client management system.

About You: Skills & Experience

We are looking for a driven, personable, and dedicated individual who is ready to commit to a new career path. While full training is provided, the successful candidate must demonstrate:

• Sales Ability: A proactive mindset and natural confidence in a sales environment, with a strong focus on consultative selling.
• Communication: Excellent verbal communication and listening skills, with the ability to build rapport quickly over the phone.
• Customer Focus: A proven commitment to providing high levels of customer service and professional conduct.
• Attitude: Professional, calm under pressure, and highly organised with strong attention to detail.
• Teamwork: The ability to work collaboratively as part of a team and independently to meet deadlines.

Compensation & Rewards

Competitive Basic Salary: Up to £28,000 (dependent on experience) with structured, regular salary reviews based on performance.

• Healthcare Cash Plan.
• High Street Discount Scheme.
• 20 days annual leave plus all Bank Holidays.

Development & Culture

Full Induction and Ongoing Training: Comprehensive support to gain specialist knowledge in the insurance sector.

• Career Progression: Clear and achievable pathways into senior or management positions.
• Professional Qualifications: Opportunity to undertake further studies and gain nationally recognised industry qualifications.
• Supportive Environment: A friendly, collaborative, and professional office culture.

Working Hours

Monday to Friday: 8:30am – 5:30pm

Saturday: 8:30am – 12:00pm (on a 1 in 2 or 1 in 4 rota)

COWELL RECRUITMENT is an equal opportunities recruiter.