Trainee Insurance Broker - South Croydon, United Kingdom - CKB Recruitment

Tom O´Connor

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Tom O´Connor

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Description
The Insurance Industry is a fascinating and exciting place to work. Career paths can be hugely varied and there is scope to work in a wide range of different roles.


Insurance brokers work on behalf of their clients, identifying and advising them on the risks that they face and how these risks can be minimised and insured.

Our client is a forward-thinking and fast-growing Chartered Insurance Broker. Many of their managersand team leaders started as trainee brokers.


This broker uses their specialist knowledge to find and arrange suitable insurance policies for their clients: charities, churches, non-profit groups, care & housing organisations, property owners and community groups.

Each of their Trainee Insurance Brokers is fully supported to succeed in their role and career.

In addition to a generous starting salary of £23,302.50, the trainee program allows you to learn quickly on the job, whilst studying to gain your professionalCII (Chartered Insurance Institute) qualifications.


Their brokers complete the Certificate (Cert CII) and then can go on to achieve the Diploma (Dip CII) and finally the Associateship (ACII).

They fund the cost of study materials and exams. They also allocate you with time, in work hours, to study for yourCert CII exams.

After one year a trainee can expect a salary income of £25,000 if you achieve business targets.

Within two years, following successful competition of a probationary period, examinations, and other targets, you can expect to progress to the role of insurancebroker (salary £27k - £30k).

Professionalism is highly important to them here. They are Chartered Insurance Brokers, demonstrating the importance they place on professionalism and the service they provide.

You will need to be pro-active in ensuring that a high-quality service is providedto all clients at all times and to remain customer focused and embrace company ethics.

They also offer hybrid working for all their staff and opening hours are Monday to Friday 9am to 5pm.

A typical day for a Trainee Insurance Broker here will involve:

  • On the job learning and study.
  • Speaking with existing clients on the phone to speak to them about their renewals.
  • Preparing risk presentations and negotiating with underwriters to find the most suitable insurance for clients at the best price. If they need property insurance this may involve researching their property online.
  • Using our inhouse quote systems to provide quotes to smaller organisations.
  • Ensuring clients understand the terms and the extent of the cover in addition to ensuring they meet all requirements.
  • Admin tasks such as recording notes on the progress of each quote you are working on.
If you would like to discuss this role in more detail, please contact Kieran at CKB Recruitment.

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