Trainee Insurance Broker

Executive Mandate Specification

MAIN DUTIES & RESPONSIBILITIES

Ÿ To learn how to deal with incoming post

Ÿ To learn how to deal with outgoing post and to take responsibility for this

Ÿ Filing

Ÿ To learn how to deal with the office diary, and how to take responsibility for ensuring that general diary lists are kept up to date

Ÿ To organise and keep your own work area tidy

Ÿ To answer telephone calls within three rings and learn how to deal with client queries / requests politely and efficiently within your capabilities. Seek assistance from, or refer client to, other members of staff where necessary

Ÿ To learn how to deal with customer queries / requests at the counter, as above

Ÿ To learn how to handle the renewal of insurance policies

GENERAL

1 You must always be polite, courteous and patient when dealing with clients

2 Clients must feel confident in us and therefore you must always give best advice using a `best friend` approach, seeking assistance whenever you are unsure.

JOB SUMMARY

To learn the technical aspects of general insurance and to learn how to provide an excellent service to clients. To learn selling skills and to develop a good sales performance. To assist the managers in ensuring the smooth running of the office and to offer help and suggestions for improvement.

N.B., this list of duties is not exhaustive and from time to time, you may be requested to carry out other duties which are appropriate to your position or to assist the company by working in another branch.

Job Type: Full-time

Salary: £21,000.00-£23,000.00 per year

Benefits:

• Casual dress
• Company pension
• Employee discount
• Private medical insurance
• Referral programme
• Sick pay

Schedule:

• 8 hour shift
• Holidays

Supplemental pay types:

• Bonus scheme
• Performance bonus

Ability to commute/relocate:

• Newbury, RG14 1AL: reliably commute or plan to relocate before starting work (required)

Work Location: In person

Statutory Executive Benefits & Governance

• Executive Health, Vision & Dental Coverage with Global Provider Options
• Corporate Pension Auto-Enrolment / 401(k) Retirement Plan with Fiduciary Matching
• Annual Discretionary Performance Incentive & Long-Term Equity Participation
• Executive Leave Allotment, Statutory Holidays & Dedicated Health Care Reserves
• US Department of Labor & E-Verify Work Authorization Sponsorship