Commercial Insurance Broker Apprentice

The Insurance Broker role directly affects the new business sales performance and profitability, as it is wholly responsible for sourcing and placing of new business clients as well as for the renewal of existing clients.

It is the responsibility of the apprentice to make contact with potential new business clients and build a sufficient pipeline of deals to ensure we can meet sales targets and KPIs as well as renewing a minimum of 90% of the existing policies within their portfolio.

You will develop a comprehensive knowledge of the appetites of our agencies and build relationships with insurers and underwriters to get the best policy for our clients to ensure that it is fit for purpose.

In addition, you must ensure our quotes meet the demand and needs of our clients in line with FCA guidelines and treat them fairly.

You will work closely with colleagues and management to ensure that all actions fully support the business' operational requirements in line with company brand, vision, policies, and organisational culture.

Job Responsibilities & Performance Standards:

Implement our New Business & Renewal Process Making sufficient outbound calls to potential and existing clients to achieve goals Complete fact finds over the phone with clients in order to be able to take a risk to market Build strong working relationships with clients and insurers Hold close meetings with senior management to establish that you have agreed all the conditions of the sale prior to trying to close a sale Ensure you identify all potential gaps in client's insurance and cross-sell all products Use all internal systems to conduct business and educate our clients and potential clients Produce a Broker Report, which compares and contrasts the client's existing policy with the new quotes we have provided them. It should provide the customer with various scenarios in which the policy can and can’t be used Complete required Broker training to keep up to date with knowledge and fulfil FCA continuous professional development requirements Compliance is mandatory at all times and should be adhered to 100% of the time Produce reports that track both renewals & new business sales Desire to hit & exceed targets with a positive can-do attitude Be extremely well-organised & know how to prioritise tasks

Training:
Full training will be given leading to a recognised Business Administrator Apprenticeship Standard Level 3 qualification Full on the job training will be delivered Off the job training will be supported by our training provider- Davidson Training UK Ltd All training will be delivered within the workplace during working hours

Training Outcome:
Full position will be available after the completion of the apprenticeship

Employer Description:
At Trevellyan our goal is to provide outstanding service to our clients by finding the right insurances for their businesses. We are brokers for both business and personal insurance packages ranging from office insurance, professional Indemnity, Commercial Combined to High Net Worth buildings & contents insurance.

Working Hours :
Days to be confirmed. You will work 9.00am - 5.00pm daily and the remaining hour will be used towards the completion of off-the-job training for your apprenticeship studies.

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Motivated,Strong computer skills,Strong command of English,Strong influence,Ability to work independently,Excellent time management,Target driven,Seeking out opportunities,Resilience