Introduction

We are looking for an apprentice that has the ability to learn, ambitious and extremely hard-working. The role will suit a highly motivated Individual with a desire to succeed, who wants to work within a Commercial Insurance Brokerage by helping to grow our brokerage by bringing on new business.

About the Employer

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.

What You'll Do

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 Outcome

Full position will be available after the completion of the apprenticeship

Skills Required

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

Qualifications

Essential - GCSE - English - 4-9 or A*-C
Desired - GCSE - Maths - 4-9 or A*-C

Course Information

Course: Business administrator (level 3)

Level: 3

Route: Business and administration

Apprenticeship Level: Advanced

Working Arrangements

Working Week: 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.

Expected Duration: 1 Year 1 Month

Training Provider: DAVIDSON TRAINING UK LIMITED

2 Trevellyan Insurance Brokers jobs in England & Wales