Trainee Sales Executive Robert Gerrard · Chingford

Tasker & Partners; Greater London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Trainee Sales Executive to join their dynamic Lift Plan team. This role offers a fantastic opportunity for individuals eager to develop a career in the Commercial Broking sector. You will receive comprehensive training and support to understand insurance products and assist clients effectively. The position is based on-site in Chingford, conveniently located near the train station for easy commuting. Join a company that values its employees and fosters their professional growth, with a range of benefits including generous annual leave and support for professional qualifications. If you are passionate about customer service and keen to progress in the insurance industry, this is the perfect opportunity for you.

Benefits

27 days annual leave

Pension scheme with employer contribution

Flexible benefits

Group Life Assurance

Paid Maternity, Paternity & Adoption leave

Professional qualification study support

Discounts on cinema tickets and meals

Holiday purchase scheme

Qualifications

• Strong customer service skills and ability to build rapport with clients.
• A desire to work towards CII Qualifications is essential.
• Experience in a professional office environment is advantageous.

Responsibilities

• Provide day-to-day support to clients, handling quotations and renewals.
• Manage insurance policy administration and ensure compliance.
• Prepare and present insurance quotations to clients.

Skills

Customer Service Skills

Time Management

Multi-tasking

People Skills

Education

CII Qualifications

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Robert Gerrard (Part of the Jensten Group) are pleased to be recruiting an additional Trainee Sales Executive to join our Lift Plan team in Chingford.

This is perfect opportunity for candidates looking to develop a rewarding career within the Commercial Broking sector. As a Trainee, you will be given full support and training to learn about our products and be able to advise our Clients on their insurance needs.

Our friendly Lift Plan team is made up of 7 colleagues, that sit in a wider broking office of 21 people. As the UK’s leading lift liability insurance broker, we have the widest selection of specialist lift and escalator industry policies available. Over 800 companies enjoy the peace of mind of Lift Plan, a specialist liability package designed exclusively for lift engineers, consultants, designers and manufacturers.

This role will be on-site in our Chingford office. Robert Gerrard is directly opposite Chingford train station, making it an easy commute.

Key Responsibilities:

1. Provide day-to-day support to clients in a professional, timely and efficient manner - handling quotations, new business, mid-term amendments and renewals
2. Manage the administration of insurance policies, including midterm adjustments and cancellations, whilst ensuring all documentation is accurate and compliant with company standards
3. Prepare and present insurance quotations and renewal terms to clients. Collaborate with underwriters to secure competitive and comprehensive coverage
4. Communicate with clients and ensure that they are fully aware of the cover provided and any gaps in cover or significant terms, conditions or exclusions
5. Actively re-broke existing business to ensure clients receive the best possible coverage and competitive terms
6. Assist clients when reporting a claim and liaise with claims handlers to facilitate an efficient claims resolution

About You:

As a Trainee Sales Executive you will need to have strong customer service skills, the ability to multi-task and good time management skills.

Other skills/requirements:

1. Strong people skills, the ability to build rapport and develop good relationships
2. A good understanding of Microsoft Word, Excel and Outlook
3. A sincere interest in developing a career within the insurance/broking sector
4. A desire to work towards CII Qualifications (essential)
5. Work experience in a professional Office environment (advantageous but not essential)

This is a great opportunity to progress your career and join a company who can support your progression.

Rewards & Benefits:

1. 27 days annual leave (includes a day off for your birthday and another for a religious holiday of your choice) + bank holidays
2. Auto enrolment into our excellent pension scheme (5% employer matched contribution)
3. Flex-benefits - A range of flexible benefits to choose from, that are most important to you
4. Group Life Assurance cover
5. 3 months Maternity, Paternity & Adoption leave all fully paid
6. Professional qualification study support relevant to your role and career
7. Perks at work - amazing discounts on cinema tickets, meals out, luxury items etc.
8. Holiday purchase scheme - up to 5 days annually

Robert Gerrard is a second generation, prominent, long-standing, and well respected regional independent broker that prides themselves on the great relationships they have with their clients and suppliers.

Launched in 2018 Jensten is one of the UK's largest independent broking groups. Growing organically and through strategic acquisition we now place over £600m GWP into the market via our retail insurance broking, Lloyd's and London Market broking, and specialist underwriting arms.

We fill the void in the market between a consolidator and a provincial broker. We have the scale, ambition and expertise to stand out, but the people, culture and entrepreneurial DNA to maintain our client focus. Which is why we are not just one of the leading independent broking groups, we are one of the most exciting too.

If you would love to work for a company that truly puts people at the heart of their organisation, then we would love to hear from you.