Trainee Insurance Broker
THE ROLE
Calling small business to see what their insurance needs are.
Providing advice, recommendations, and quotes to new clients.
Lead generation Including cold calling and information gathering.
Self-generating new business leads and obtaining accurate for our databases.
Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth.
Liaising with insurers to get the best policy for the client meeting their demands and needs.
Ensure that the sales process is completed and compliant with regulatory framework.
Liaising with prospect clients / leads and closing the sale effectively.
Working towards your Cert CII qualification
SKILLS & ABILITIES:
Experience within an office environment or retail experience, ideally the insurance industry.
A pleasant, confident telephone manner
An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues.
Highly organised with a systematic approach to work
Good attention to detail
Tenacious with presenting strong sales techniques and skills
Self-motivated to keep generating new business.
Motivated and driven to achieve team and individual tar...