Trainee Insurance Broker

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.