Centricity Brokers Ltd

Centricity Brokers Ltd are an award winning, independent corporate insurance broker based in Horsham. As a result of our continued growth, we have an exciting opportunity available for talented individuals to join our apprenticeship scheme.

What you'll do at work

• Embrace and deliver CentriCity’s client-centric ethos throughout the business with clients, colleagues and suppliers alike
• Work as an integral part of the sales team
• Develop relationships with clients and underwriters
• Client visits and meetings
• Gain a full understanding of broking
• Deal with Mid Term Adjustments and changes
• Reporting of claims at FNOL stage
• Claim management to ensure the best results are obtained for our clients
• Work within regulatory requirements to ensure all work is compliant
• Undertake 35 Hours (minimum) CPD per annum

Training provider

SKILLS EDGE TRAINING LTD

Training course

Insurance practitioner (level 3)

Course contents

• Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
• Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
• Analyse data to make evidence based decisions.
• Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
• Apply appropriate method of communication for audience and circumstances.
• Records, verifies, maintains and where appropriate, shares information.
• Compliant with relevant governance, policies and procedures.
• Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
• Balances competing priorities in order to meet deadlines.
• Builds and maintains positive relationships.
• Work as part of a team to help achieve results.
• Identify potential claims fraud and determine the correct action to prevent loss.
• Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
• Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
• Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
• Gather and interpret relevant information to provide a return on insurance decisions.
• Match client’s needs with available insurance products and services.
• Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
• Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
• Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
• Analyse data to make evidence based decisions.
• Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
• Apply appropriate method of communication for audience and circumstances.
• Records, verifies, maintains and where appropriate, shares information.
• Compliant with relevant governance, policies and procedures.
• Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
• Balances competing priorities in order to meet deadlines.
• Builds and maintains positive relationships.
• Work as part of a team to help achieve results.