Junior Insurance Broker
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| Job Type | Permanent / Full Time |
| Area | Essex, England |
| Sector | Sales & Account Management - Sales - Other |
| Salary | Competitive |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | 677398C |
| Job Views | 152 |
- Description
- Our client in Harlow is looking for a Junior Broking Executive to join their sales team. The role is a junior position for someone that has a keen interest within the insurance industry. Full training will be provided but the candidate must be proactive, confident, enthusiastic and keen to learn. They must be IT literate with an analytical mindset, not be afraid to answer the phone and converse with customers looking for competitive insurance quotes. Keen to build relationships for repeat business.
Job Title: Traditional Broking Executive
Reporting to: Head of Sales
Role Overview: We are seeking a detail-oriented and technically skilled Entry-Level Broking Assistant to join our team withing the insurance industry. This role involves placing specific drivers on cover using the in house insurance system. The ideal candidate will demonstrate strong attention to detail, technical aptitude, and a proactive approach to problem-solving. This position offers an excellent opportunity to start a career in the insurance industry with hands-on experience and growth potential.
Salary: £24-26,000 depending on experience plus bonus plus 30% of income earned after target/KPI's achieved.
Hours: 9-5.30 Monday to Friday with an element of hybrid working after training.
Benefits: Hybrid working is available after passing probation.
Quarterly work socials
Yulife (wellness rewards app)
22 days annual leave plus bank holidays
Cycle to work scheme
Overall Objectives
Key Responsibilities:
- Technical Operations:
- Use the insurance system (Acturist) to process and manage driver insurance placements.
- Utilise the internal CRM system (Optimus) to track and manage client interactions and policy details.
- Ensure all data entries are accurate and compliant with company policies.
- Conduct system checks to verify the completeness and accuracy of client information.
- Attention to Detail:
- Carefully review driver documentation and insurance requirements to ensure all necessary details are captured.
- Monitor policy details and flag any discrepancies or missing information promptly.
- Problem Solving:
- Address and resolve technical issues or errors in the placement process.
- Collaborate with team members and other departments to troubleshoot system or policy challenges.
- Client Support:
- Provide clear and accurate information to clients about policy details and requirements.
- Assist with client inquiries and ensure timely resolution of any concerns.
- Collaboration:
- Work closely with the Head of Sales, the sales team leader, and other team members to ensure smooth policy issuance.
- Support the team in meeting operational goals and maintaining high client satisfaction levels.
- Adhere to regulatory and company guidelines in all processes.
- Maintain organised and accurate records of client and policy information.
Qualifications
Skills:
- Technical Skills:
- Proficiency in using internal systems or databases; familiarity with the Big House insurance system (Acturist) and the internal CRM system (Optimus) is a plus.
- Strong ability to learn and adapt to new software and tools.
- Attention to Detail:
- Exceptional diligence in handling data and documentation.
- Ability to identify and correct errors promptly.
- Communication:
- Clear and professional written and verbal communication skills.
- Confidence in interacting with clients and team members.
- Problem Solving:
- Analytical mindset with a proactive approach to resolving issues.
- Ability to handle challenges calmly and efficiently.
- Organisational Skills:
- Effective time management to handle multiple tasks and meet deadlines.
- Strong prioritization skills in a fast-paced environment.