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Commercial Insurance Broker Apprentice
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About the Role
We are looking for an apprentice to join a thriving independent Commercial Insurance Brokerage who is eager to earn, learn, and build their knowledge around negotiations with insurers, build rapport with clients, and have a desire to succeed towards the growth of the business.
Job Responsibilities & Performance Standards
- Implement our New Business & Renewal Process
- Make sufficient outbound calls to potential and existing clients to achieve goals
- Complete fact finds over the phone with clients in order to be able to take a risk to market
- Build strong working relationships with clients and insurers
- Hold close meetings with senior management to establish that you have agreed on all the conditions of the sale prior to trying to close a sale
- Ensure you identify all potential gaps in client's insurance requirements – they are recorded and upsold to the client
- Use all internal systems to conduct business and educate our clients, recommendations, and potential clients
- Produce a Broker Report, which compares and contrasts the client's existing policy with the new quotes we have provided them. It should provide the customer with various scenarios in which the policy can and can’t be used
- Complete required Broker training to keep up to date with knowledge and fulfil FCA continuous professional development requirements
- Desire to hit & exceed targets with a positive can-do attitude
- Be extremely well-organised & know how to prioritise tasks
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