Trainee Executive Insurance Broker

Role Description:
This role reports to the Executive Broker Team Manager within the Broker Sales Support Centre. Broker Sales Support is part of the broader sales operations.
The Executive Broker Team was established to provide sales support to our Executive Brokers. This role will act as a front-line “point of contact” for the company’s highest producing Executive and Corporate brokers.
Responsibilities and Duties
• Provide a superior service in response to incoming calls and emails from Executive Brokers: dealing with queries and providing information on a wide range of sales and service issues.
• Work to foster open channels of communication and excellent working relationships externally with Executive Brokers and internally with other departments.
• Deliver agreed service response levels
• Issue quotations
• New Business monitoring and tracking
• Pipeline review and follow-up
• Liaise with internal departments on processing issues and forge strong “cross-functional” links.
• Keep up-to-date with competitor product and service offering
• Participate in proactive sales campaigns: supporting Sales and Marketing initiatives and directly with brokers.
• Review service offering to Executive Brokers and work with colleagues to develop best practice.



Necessary qualifications/skills
• Self motivated individual with proven excellent service orientation
• Experience of dealing with sales people an advantage. The role may suit someone interested in pursuing a career in sales at a later stage
• Excellent interpersonal and communication skills and a track record of relationship building
• ACII/QFA qualified or strong progress towards an insurance qualification
• Product knowledge within Financial Services is an advantage.
• Attention to detail and evidence of follow-through on tasks
• The ability to work to tight deadlines and deliver consistently