0161 300 2930
Title New Business Insurance Broker
Salary £17,500 to £30,000
Location Sandbach Cheshire
Job Information

This role is based in our Sandbach, Cheshire office, working closely with colleagues in our Gibraltar office.

Standard working hours are currently 9.00am to 5.00pm Monday to Friday, with core working hours of 8.00am to 6.00pm, during which additional times (either between 8-9am and 5-6pm) you may take advantage of a flexible working system.

The company operates a ‘Nest’ Pension Scheme.

bonus scheme is in operation

flexible working scheme is in operation, which permits you to work extra time, to in turn benefit from an extra leave day in each following month. If taken advantage of, this increases the total number of leave days to 40 per annum including bank/public holidays from the standard 28 days including bank/public holidays.

This is a position for a commercial lines insurance broker and the salary offered will be from £17,500 depending on experience and knowledge.

We are looking to recruit an insurance broker who has, as a minimum, previously been employed as a trainee within the insurance industry, having at least 3 years commercial industry experience. Applications from industry professionals within the personal lines arena, with suitable experience, are also welcome. Please note the interview process will incorporate situational and knowledge testing.

Summary:
To assist with offering a comprehensive insurance service to existing and potential new customers in the commercial or commercial new business department, in accordance with own competencies, granted authorities and company policies, guidelines and procedures.

Main duties:
To assist with offering a comprehensive insurance service to existing and potential new customers. This will involve administrative duties on all types of General Insurance via the telephone, face to face or in writing. Take instructions from existing customers in respect of alterations to current policies, ensuring insurers are notified and records updated. Offer renewal of existing clients’ policies with current insurer or move to new insurer, as appropriate within agreed competencies. In each case, ensure relevant documentation is issued, premium is collected and relevant records and diary entries are created. Check thoroughly all client documentation before dispatch, ensuring queries are raised and amendments completed. Assist customers with queries relating to claims, either by direct involvement with the insurer concerned, if appropriate, or providing contact names and telephone numbers for customer own direct contact. Assist with promotional activities of the business, including cross selling to new and existing clients, and prospects. Assist with marketing campaigns including authorised use of social media as required. Any other duties that may be required by your Manager in accordance with the nature of this job.

Qualifications:
5 GCSEs grade 4-9 (A-C or equivalent) including English Language and Maths at grade 5/C required.

Attainment or progress with CII professional examinations would be desirable, although not mandatory.

Personal Qualities:
Quality and detail focused Good team player Self-motivated “Can Do” attitude.

Key Skills:
Experience requirements as above, duties are controlled by on-going training and assessment of competencies. Excellent telephone and writing skills. Customer focused. Able to follow company procedures and strategies regarding new and existing business. Able to actively participate in and follow instructions on promotion of the business as required. Able to use own initiative and provide guidance to customers. Business development.

Benefits:

  • Bonus scheme
  • Flexible working hours

Job Types: Full-time, Permanent

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Title Trainee Insurance Broker
Salary NMW + Dependent Upon Experience
Location Sandbach
Job Information

Job Description – Insurance Broker – Sales (Inbound)

Summary:

To assist with offering a comprehensive insurance service to new customers, in accordance with own competencies, granted authorities and company policies, guidelines and procedures.

Main duties:

Selling and administering insurance products to match the clients’ needs with due care and consideration.

Meeting the clients’ expectations in terms of efficiency, effectiveness and responsiveness through the exceptional and professional conduct of your duties.

Ensure that the requirements of the clients are always met, and to find opportunities to exceed clients’ expectations.

Follow all internal procedures on the conduct of the business.

To take some initiative in personal development in terms of enhancing your knowledge and understanding of the products that are offered and in developing your career within the Company.

Sharing relevant ideas and information with your team and Manager.

Qualifications:

5 GCSEs grade A-C or equivalent including English and Maths.

Personal Qualities:

Quality and detail focused Good team player Self-motivated “Can Do” attitude.

Key Skills:

  • Clear communication style, which is mainly by phone. This is an office based role so looking professional and dealing with customers face2face positively and effectively, both orally and in writing, is imporrtant
  • Upbeat outgoing and enthusiastic work ethic and style
  • Able to and develop good rapport and long-term client relationships
  • Organised and methodical approach both on your own and within part of a team
  • Strong consultative listening skill to assess and identify client’s needs

Job Type: Full-time

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Title Commercial Insurance Broker
Salary £25,000-£30,000
Location Sandbach
Job Information

The position is based in our Sandbach office and is suitable for candidates with more than 5 years experience as a commercial insurance broker and ideally qualified or part qualified.

The role involves;

  • building and maintaining business relationships with new and existing clients
  • scheduling and attending meetings
  • discussing and assessing clients’ current and future insurance needs
  • researching insurance policies and products
  • negotiating policy terms and costs with insurance providers
  • arranging insurance cover for clients with the insurance provider
  • preparing reports for insurance underwriters
  • advising clients on making claims on their policies
  • renewing or amending existing policies for clients
  • undertaking general administrative duties

Ideally, candidates will be able to demonstrate a broad based knowledge of commercial insurance classes and familiarity with associated personal lines insurance products.

 

Key Skills

  • Confident negotiation skills
  • Reliability and honesty
  • Excellent time management
  • Decision-making
  • Technical Product Knowledge
  • Analytical skills
  • Accuracy and attention to detail
  • Interpersonal skills
  • Verbal and written communication skills
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