To gain a full and proper understanding of all systems both manual and electronic
Telephone answering
To liaise with both clients and insurers in obtaining necessary papers and information to complete our files
To understand and conduct file audits with instruction from the management
Provide daily, weekly & monthly reports as required
To understand and manage information between the client and premium finance house
Processing and invitation of renewals
Hold cover confirmations to both client and insurer for new business, mid-term adjustments & renewals
Update and manage client records
Handling of both internal & external mail (paper & electronic)
Training:
Insurance practitioner Level 3 qualification
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment
Initial induction will take place in a class room environment on-site and subsequent training will be split between on-line learning and "on-the-job" training
Following the first months initial induction all training will be conducted one day per week
Training Outcome:
Once qualified there will be an opportunity to take further professional qualifications
The succesful applicant can choose to remain in the "personal lines" team and further develop their client base and existing portfolio
Or the succesful applicant could choose to apply to move to the commercial team to develop skills for more complex commercial clients, managing an existing portfolio whilst adding new business
Employer Description:Established in 1981, Ashbourne Insurance Services Limited (AIS) is a family run, provincial, general, insurance broker, authorised and regulated by the financial conduct authority. AIS offer the full range of both personal and business insurances to local residents and the business community.
With a staff of 15 based at our offices in Hoddesdon we aim to provide a diverse mix of insurance solutions to our local community.Working Hours :Monday - Friday, 9.00am - 5.30pm and every 3rd Saturday, 9.00am - 12.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Team working,Creative,Initiative,Must be a good communicator....Read more...
Trainee Insurance Broker Gravesend Salary Scaled Dependant on Experience + Uncapped Commission
THE OPPORTUNITY:Are you a sales person waiting to break into the world of Commercial Insurance?I'm working with a small brokerage with the facilities to train you you be the best sales-person that you can be! It is a tight knit brokerage where everyone is encouraged, supported and trained which has allowed each individual to flourish.The team consistently exceeds their targets and are consistently rewarded with trips, incentives, and so much more.Do you have experience in Personal lines Insurance and want to move into the commercial world? Are you a sales executive, sales representative, or business developer passionate about breaking into insurance? Then I want to hear from you!BENEFITS:
Christmas Shutdown in addition to holidays
Quarterly events including trips to Ascot, laser tag, paint balling, dinners, lunches and trips away and so much more!
Impressive Commission structure
CertCII qualification fully funded
THE ROLE
Providing advice, recommendations and quotes to new clients.
Lead generation Including cold calling and information gathering.
Self-generating new business leads and obtaining accurate 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 regulatory framework
Liaising with prospect clients / leads and closing the sale effectively
Working towards your Cert CII qualification
SKILLS & ABILITIES:
Experience within an office environment or retail experience, ideally 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 organised with a systematic approach to work
Good attention to detail
Tenacious with presenting 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
We are currently shortlisting for interview so if you are looking to catapult your career within the insurance industry, Apply today!!
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
You will be an integral part of our team's success, ensuring that the office operates smoothly and that our clients are satisfied at all times
You'll handle incoming customer administrative and sales inquiries, build client relationships, identify sales prospects, and broaden your insurance knowledge. You'll also provide great customer service and administrative assistance
You will be given full training right from the beginning and supported throughout your journey with us
If you’re determined to succeed, have a positive attitude and know when to ask for help, then we can train you in the knowledge needed to be a success!
Duties would include:
Consistently offer a thorough and competent service while following company, industry and regulatory guidelines and procedures
Liaising with new/existing clients over the telephone, by email and by post
Updating the database and maintaining records
Running through new quotations
Chasing of all new business cases every week
Pursuing all current business inquiries on a weekly basis
Maintaining filing systems
Dealing with daily post
Renewing insurance policies
Admin related work
Making/receiving numerous telephone calls
Processing/attending to diaries
Problem solving and critical thinking
Training:
Full on-the-job and off-the-job training will be delivered supported by our Training Provider - Davidson Training UK Ltd
All training will be carried out within the workplace during working hours
Business Administrator Apprenticeship Standard Level 3Level 2 Functional Skills in English and mathematics (if you already do not hold the equivalent)
Full training will be given leading to a recognised Business Administrator Apprenticeship Standard
Training Outcome:There is plenty of scope for development within the company and you will be given full training right from the beginning and supported throughout your journey with us.Employer Description:LAST IN THE ALPHABET.
FIRST IN SERVICE!
An innovative insurance broker, specialising in all types of insurance. With over 20 years’ experience in the insurance industry, XYZ Insurance specialise in providing insurance for those needing a policy tailored to their needs. Our focus is providing exceptional service and cover to those who carry passengers, parcels or drive vehicles for their own personal business. You may not immediately realise it but insuring those who drive for a living is often a difficult task. While you may be able to purchase basic motor insurance online, working with an independent agent like XYZ insurance is the best option if you need more specialised solutions. Here at XYZ Insurance we realise that speed and service are of the essence, as if your wheels aren’t turning… you’re not earning!
XYZ Insurance has the knowledge and expertise to make sure you are covered in the event of any type of accident or incident. We are always here for you; whether you want to purchase a policy today or you are just asking questions, our team will make sure you get the service you need. XYZ Insurance may be last alphabetically, but we are first in customer service and satisfaction.Working Hours :Monday to Friday 09:00- 17:00. 1-hour unpaid lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
SENIOR COMMERCIAL ACCOUNT HANDLER LICHFIELD - FULLY OFFICE BASED UP TO £45,000
THE OPPORTUNITY:My client is a well established Insurance Broker in the commercial sector and is now looking to expand their team! Due to their continued success they have a fantastic opportunity for an experienced Commercial Account Handler to join the team and develop their career in the business.You will be working alongside the two existing Account Executives and handling commercial client accounts their current books of business along with attending client visits.If you are an experienced Commercial Account Handler looking for an opportunity in a rewarding environment where you are offered fantastic opportunities to develop and progress and work with a driven and motivated team, this opportunity is not to be missed!PACKAGE:
Salary up to £45,000
Private Health Insurance
4x Death In Service
Time off for Studying/ sitting Insurance qualifications
Bonus Structure for hitting targets
Free parking
RESPONSIBILITIES:
To maintain appropriate, regular contact with existing customers and ensure their insurance requirements continue to be met in line with service levels.
In conjunction with the manager of the construction division, prepare and agree any forecasts, targets, plans and budgets for your respective area of work in order to establish clear work targets.
To work closely with Account Executives and other Account Handlers where necessary, to ensure a high level of customer satisfaction.
Make certain that files, notes and other records are clear, complete, up to date and available to other staff standing during periods of absence, in order to maintain high levels of client service and accuracy of documentation.
To act at all times within the FCA Principles for Business and to comply with FCA and internal procedures at all times in order to ensure the company meets it’s responsibilities in this area
To assist the wider Division and Broking team with London Market presence and with placing via Lloyds.
SKILLS & ABILITIES:
Experience as a Commercial Account Handler with knowledge of a broad range of commercial insurance products.
Acturis experience preferred
Ability to organise self and own work.
Questioning and evaluation of client needs.
Ability to build relationships – internal & external.
Communication skills: telephone, verbal & written.
Selling and cross selling.
Rapport building with clients and underwriters.
TO APPLY:
If you are an experienced Commercial Insurance Account Handler with the required skills, please send your CV for immediate consideration as we are currently shortlisting for interview
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
The purpose of the role is to create insurance solutions which provide people with the confidence toachieve their dreams. The majority of the duties will be office based, but as you grow in confidenceand ability, we’ll let you out to see clients, visit Lloyds of London and our Underwriters.
Previous apprentices have represented the company at the prestigious Insurance Times awards heldat the O2 where we have been a finalist three times.
Duties may include:
Learning about Insurance and how it helps people and businesses
Helping clients understand their insurance needs
Talking to Insurers, presenting risks, explaining problems and creating solutions
Preparing quotes and writing to clients
Placing cover and collecting premiums
Helping clients with their ongoing enquiries, including when they need to make a claim
Negotiating with Underwriters and others
Using multiple IT programmes such as Outlook and Word
Communicating with clients and colleagues via email, face to face and over the phone
Completing tasks and managing priorities
Learning about the organisation
Maintaining records and files
Filing and general office admin
The employer will be interviewing throughout the advertisement period
Training:As part of the apprenticeship you will complete the Level 3 Business Administrator apprenticeship standard. You will receive a grade Pass or Distinction on completion.
In addition to the apprenticeship standard you will complete Level 2 Functional Skills in maths and English, if you don't have GCSEs grades C/4 or above or equivalent. The delivery will take place in the workplace and the final exams at one of East Sussex College's campuses.
The apprenticeship will be delivered fully in the workplace, and you will have assessor meetings every 4-6 weeks and workplace reviews every 10-12 weeks to monitor your progress. There will also be monthly workshops.Training Outcome:We want to work with people who want a career in a great profession. We have a track record of offering permanent positions to apprentices who impress us, and our people go on to achieve incredible things.
During your apprenticeship, and in addition to your diploma, we will support you inobtaining the Chartered Insurance Institute qualification - Foundation in Insurance.
If we offer you a permanent job, we will provide training and support in your second year which will enable you to obtain the Certificate in Insurance. We also provide support for employees who wantto progress further and take the Diploma and Advanced Diploma.Employer Description:We are a Commercial Insurance Broker, specialising in Professional Indemnity and Building Project Insurance for small and medium sized enterprises. The business was started in the owner's bedroom19 years ago and is now turning over £5.6 million per year. Amazing things happen because of the work that we do. We provide the financial foundations on which people build their dreams. From grand designs to incredible journeys we empower the peace of mind that enables great things to happen.
Our core values are to work hard but we also have fun and look after each other as a team.
We are always willing to teach others so that we continue to learn.Working Hours :Monday - Friday, 9.00am - 5.30pm, with a 1 hour unpaid lunch.Skills: A good listener,A great communicator - written,Organised,Interested in detail,Sociable,Loves helping others,Basic computer skills,Numerate,Can calculate percentages,Enjoy a challenge,Care about other people,Want to study and progress....Read more...
The Alternative Risk Transfer (ART) team are responsible for the design, structuring, pricing, negotiating and management of bespoke multi-line and multi-year transactions for Allianz Commercial Clients within all sectors and with a global footprint. This international team, located across London, Munich, Zurich, Bermuda, Singapore and New York has grown to more than 100 people globally and will provide lots of opportunities for diverse experience and exposure.
ART sits in a very unique area within the insurance market – nothing is ‘off the shelf’, everything is bespoke. You will have freedom to think outside of the box and be creative in solving our clients’ most complex issues. You will gain access to all lines of business and unlike most actuarial roles, this front office position will allow you to eventually interact with brokers and clients on a daily basis.
Some of your specific responsibilities during your Apprenticeship could include:
Collaborate with multi-functional deal teams spanning catastrophe modellers, lawyers, actuaries, underwriters and accountants
Assist in (and eventually independently run with) the triaging, pricing, modelling and structuring of insurance transactions
Attend client and broker meetings
Data cleaning and preparation
Support the underwriting process (including ART’s transaction management tool) and the broader underwriting team’s activities
Provide an excellent service to internal and external stakeholders
Training:Starting in September 2025, our Actuarial Underwriting Apprentice programme will give you the opportunity to develop a range of skills while working within our Alternative Risk Transfer team. In addition to on-the-job development, over the course of 42 months, you’ll spend 20% of your time participating on a Level 7 Actuarial Apprenticeship that will guide you through your Actuarial qualifications.Training Outcome:Our Apprenticeship Program is the perfect opportunity to start your career in the insurance industry with a global company. Upon completion you will have the opportunity to apply for Actuarial or Underwriting positions within our organisation. Alternatively, you may choose to follow one of the many and varied alternative career paths that the insurance industry offers.Employer Description:At Allianz Commercial, we are the global leader for insuring corporate and specialty risks in the Allianz Group. Whether it’s aircraft, the world’s biggest ships and tallest building, cyber-attacks or climate change impacts, Allianz Commercial) has the major risks covered when it comes to protecting businesses.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Proactive....Read more...
• Mortgage compliance administration – keying mortgage application data and producing documents detailing advice given from mortgage brokers• Mortgage application processing – speaking to mortgage lenders, requesting updates and checking timescales• Case progression – speaking to solicitors, ascertaining when cases are expected to complete and whether all documentation has been received• General office work – taking calls, booking appointments, file managementTraining:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Potential progression through to Mortgage Administrator and complete CeMAP qualifications.Employer Description:Ferro Financial is an award-winning, mortgage and life insurance broker, advising clients across the UK.
As experienced, friendly and professional advisors, we offer a comprehensive service meeting the mortgage needs of home owners, first time buyers and property landlords.
Our job is to look across the market and offer bespoke propositions helping clients secure the most suitable mortgage and life insurance products, tailored to their personal circumstances.Working Hours :4 days of applicants choice. 9am-5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Logical....Read more...
Learning about the insurance industry, how it is regulated, how firms are governed and the importance of compliance to corporate success.
Helping organise the team through the team planner, diaries, annual leave and compliance trackers.
Ensuring that response timeframes are met for any complaints.
Support with the production of presentations and papers by gathering the necessary data and formatting using Word, Excel, PowerPoint as required.
Helping construct various important, business wide reports e.g. regulatory queries, upcoming Regulatory Developments, exceptions and Compliance metrics.
Assisting the team with Broker TOBA requests – preparing agreements, answering queries and maintaining the TOBA database.
Aiding the business in meeting regulatory deadlines.
Dealing with correspondence and general departmental queries.
Assist team members in the completion of key and ad hoc projects.
Organising Compliance away/focus days alongside senior management.
Training Outcome:
A successful career in the Legal and Compliance sector
Employer Description:Welcome to Markel, we are a specialist insurer with offices across the world, our international business is located throughout UK, Europe, Canada and Asia Pacific. We help our customers manage life’s most complex risks, so should the worst happen they have the support to move forwards. Our international business is made up of two core divisions: Wholesale and National Markets, through these we offer innovative products and services and our employees are regarded as experts in their fields.
We strive for better in everything we do, since our humble beginnings in 1930 we have grown to an organisation with thousands of employees worldwide. Even with this impressive growth, our values remain the same and are founded in The Markel Style. We pride ourselves on having accessible leadership, an inclusive culture and a focus on empowerment. This is brought to life through our employee led networks ‘The Style In Action’, which are centred around inclusion, community, well-being, recognition and innovation. Everyone has the opportunity to have a voice, so if you want to be part of something truly special check the open vacancies and apply.Working Hours :Monday to Friday, shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Analytical skills,Team working....Read more...
