Trainee Insurance Broker

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

Benefits:

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

Schedule:

• Monday to Friday

Education:

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

Experience:

• 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 ruth.newbold@tldallas.com.

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