An excellent opportunity for an Apprentice to join a large Lloyds Insurance Broker as a Trainee Broker. The purpose of the role is service the insurance needs of Wholesale customers, providing quality customer care, ensuring that documents are obtained and despatched promptly, and all issues raised by the client are effectively dealt with.
Main Duties:
- Support management and colleagues, throughout the company, in their endeavours to achieve and surpass targets and always provide a first-class service whilst adhering to all FCA principles and the specific requirements of Treating Customers Fairly, Contract Certainty, Conflict of Interest.
- Achieve a thorough understanding of the insurance basics, Insurance principles and Insurance Broking market
- Answering telephone calls promptly and effectively dealing with all enquiries in a professional and efficient manner.
- Dealing with Client enquiries.
- Telephoning/e-mailing/ clients, Insurers, Third Parties and other associated persons or businesses to effectively, professionally, and efficiently resolve Insurance issues on behalf of our clients.
- Generating system correspondence to Clients, Insurers, and Third Parties
- Notifying Insurers of changes and of new cover issued
- Obtaining and submitting completed Client documentation to Insurers promptly.
- Processing, checking and dispatching policy documentation to Clients.
- Processing mid-term adjustments allocated.
- Issuing Renewal Review Notices and documentation
- Updating records following changes or amendment to risk details.
- Pursuing and securing, outstanding, renewal premiums
- Creating new policy records for any new risks allocated
Key Skills Required:
- Strong IT skills
- Experience in Microsoft Excel & Microsoft Word
- Effective time management skills.
- Ability to work within a team or individually
- High attention to detail
- Strong communication skills written and verbal
Job: Apprentice Broker
Salary: £20,000 - £25,000
Location: London
This role would suit a recent school/ colleague leaver looking for a trainee role within a Broker function which provides full training and development opportunities.
REF: 9177
MW Appointments is acting as an Employment Agency in relation to this vacancy.