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Trainee Insurance Broker

Are you looking to start your career in insurance? This role would suit anyone looking to for an entry-level role.

We will support you with training and fund your professional qualifications via the Chartered Insurance Institute (CII) with the view of becoming an insurance broker.

The first 12 months of this role will involve working in our broker support team (undertaking the responsibilities noted below) giving you the chance to work alongside our experienced broking team whilst your training takes place.

This role will suit someone looking for their first step in their career or an individual who may like to consider a change of industry.

We are a dynamic, forward-thinking whole-of-market brokerage firm with a long history in providing our clients with the best insurance cover to suit their individual and corporate needs. We are proud of our 50 year history and how we still provide the excellent personal service our customers have come to expect.

Reporting to the managing director, the role is to fully service our clients through supporting the broking teams with their daily workload.

General responsibilities:

  • To be the first point of contact for customers. You will be answering the main phone line so you will be expected to exude a welcoming and professional manner.
  • Responsible for the “general enquiries” mailbox – you will be expected to monitor the mailbox and make sure all queries are directed to the appropriate team.
  • All incoming post to be dealt with efficiently and accurately.
  • Outgoing post to be processed, franked and posted each day and check with all staff before leaving for the post office.
  • Accounting duties – Credit Card and BACS receipts, allocation of funds, bank reconciliations
  • Manage the inventory of insurer policy wordings/booklets
  • Facilities – making sure communal areas are tidy and ordering supplies (milk/tea/stationery/etc)
  • Compliance with existing and future standard operating procedures and guidelines, staff handbook, etc
  • To actively seek new clients for the firm through referral sources, networking and cross
  • To check documentation from the insurer is available.
  • To follow our internal claims procedures as documented.


This role is based in our London office and may require occasional travel to one of our other sites (any travel requests will be agreed in advance with the travel costs funded by us). In the short-term, an element of working from home may be required depending on the current advice linked to Covid-19.

Working hours - Monday to Friday. 8:45am - 5:00pm.


  • A minimum of A-Level (or equivalent) qualifications.
  • Excellent face to face and telephone skills.
  • Good level of proficiency with MS Outlook, Word and Excel.
  • Excellent time management and productivity.
  • Ability to work in a fast paced environment
  • Reliability and honesty
  • Accuracy and attention to detail
  • Native level English verbal and written communication skills
  • Show an interest in general insurance and be willing to study for CII Insurance qualifications.


  • The salary will be £18,000 to £21,000 depending on your level of experience. This will be reviewed after 12 months.
  • Contributory pension scheme.
  • We will fund the cost of your CII membership, study materials and exam entry.
  • 21 days paid holiday allowance.
  • The option to join our private medical scheme after your probation period.
  • Regular social events.

Trainee Insurance Broker

London, UK
Full time, Permanent
Account Handler, Insurance Adviser, Insurance Broker, Personal Lines Broker
Commercial Insurance, General Insurance
££20,000 - £29,999
£18,000 to £21,000 depending on your level of experience. This will be reviewed after 12 months.

Published on 01/19/2022

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