Trainee Insurance Broker

TL Dallas & Co Ltd

AddressTL Dallas & Co Ltd, 64 Burgh Road, Lerwick, Shetland ZE1 0HJ


Duties that this role could be asked to perform in line with departmental needs:

  • Provide support in the acquisition of new clients
  • Provide support in the retention of existing clients through the renewal process
  • Provide support with mid term adjustments
  • Provide support with claims processing
  • Handle client queries on products, services and accounting
  • Accurately prepare and issue documentation
  • Comply with internal and external regulatory requirements / (completing online regulatory learning modules) Continuous Professional Development

Predominantly dealing with Commercial Insurance across all classes focusing initially on:

– Package Policies (shops, offices, self employed persons, per capita liability)
– Property Owners
– Marine Policies (small pleasure craft and commercial vessels)
– Group Personal Accident & Sickness
– Fleet


In addition to the above the post holder will be on the rota to deal with the everyday office tasks, which includes customer enquiries by phone and in person:

Office Administrator

This covers the various tasks required for the day to day running of the office

  • Receptionist duties involving telephone answering and assisting at counter
  • Handling and distributing inward and outward mail
  • Processing client remittances and banking as and when required
  • General office administration
  • Maintain own daily diary / task management system
  • General office tasks such as maintaining sufficient levels of stationery, stock & office machine consumables
  • Maintain and develop relationships both internally and externally


Job Type: Full-time

Salary: £18,000-£22,000 per year

Additional pay:

  • Yearly bonus


  • Company events
  • Company pension
  • Cycle to work scheme
  • Life insurance
  • On-site parking
  • Private medical insurance
  • Referral programme
  • Sick pay
  • Wellness programmes


  • Monday to Friday


  • A suitable candidate would ideally hold a minimum of 3 Highers or equivalent including English and/or Maths and have good communication skills.


  • No experience required. Full training will be given on the job and assistance will be provided for the cost of taking Chartered Institute of Insurance (CII) Examinations.

Reference ID: Shet 01


To apply for this position, please send a copy of your CV and a short covering letter marked private & confidential to:

Ruth Newbold, Associate Director, TL Dallas & Co Ltd, 64 Burgh Road, Lerwick ZE1 0HJ or email


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