Graduate Trainee Broker

Insurance Account Manager & Trainee Account Executive - full training given

Qualifications needed

2:1 degree

3 A Levels including Maths

6 GGCSES including Maths and English

This position is for a dedicated, enthusiastic, conscientious person, who is interested in protecting businesses.

Key aspects of the role are:

1. Advising business leaders on how to manage risk;

2. Providing solutions to help them deal with risk;

3. Designing robust, value for money, corporate insurance portfolios, so that in the event of a disaster, a business has

   appropriate support and financial protection, to enable the organisation to recover and prosper;

4. Managing corporate insurance portfolios.

The initial position available is as an Account Manager. Principally, you will be responsible for servicing corporate clients, which includes but is not limited to: taking instructions from clients; advising clients; negotiating insurance premiums and terms with underwriters; processing policy amendments; checking, producing and issuing documentation; and handling claims. The position will provide a platform for you to develop into a reliable insurance practitioner.

Subsequently, a Trainee Account Executive role will be offered to you, subject to:

1. The Account Manager role being performed to a good standard;

2. You being thorough, industrious, ethical and reliable;

3. You qualifying by examination to become an Associate of the Chartered Insurance Institute (ACII) www.cii.co.uk;

4. You showing the skills and positive caring attitude required to succeed as an Account Executive in our business.

An Account Executive’s duties include, but are not limited to:

1. Visiting clients and prospective clients;

2. Conducting site surveys/inspections;

3. Assessing the risks to which companies are exposed;

4. Providing advice to companies on how to deal with risk;

5. Issuing reports on risks and insurance portfolios;

6. Designing insurance portfolios;

7. Producing risk presentations for submission to insurers;

8. Negotiating with underwriters;

9. Presenting reports to clients and prospective clients;

10. Working with and training Account Managers.

You will need:

1. A positive caring attitude: businesses will be dependent on you; that includes their reputation, their profits and their

   employees’ jobs.

2. The following key skills:

   1. a) Relationship building: an ability to develop valued relationships;

   2. b) Organisation: you will have many tasks at the same time;

   3. c) Prioritisation: to ensure key tasks are completed on time;

   4. d) Analytical: there will be much data to obtain and study;

   5. e) Presentation and communication: you will need to effectively convey key information;

   6. f) Negotiation: to secure good results for your clients.

3. To be smartly dressed.

4. To be dedicated and determined to succeed.

This is a very challenging and responsible position. It will take you a minimum of 3 years working as an Account Manager, to gain the knowledge, experience and ACII qualification before you are ready to progress to a Trainee Account Executive role.