Insurance Broker

SME/Commercial Broker or trainee/apprentice Broker – Wokingham
Salary:
Up to £35k DOE, plus bonus and flexible benefits

Location:

close train station / on site parking after probation
Are you an ambitious insurance professional looking to take the next step in your career?
Our client, a leading independent insurance broker in the heart of Wokingham is looking for a talented and motivated SME/Commercial Broker to join their dynamic team. This is a fantastic opportunity for someone with a background in personal lines or a recent apprenticeship who is eager to transition into commercial broker
What you'll do:
Working closely with senior Account Directors, you'll be instrumental in managing a diverse portfolio of SME and commercial clients. Your day-to-day responsibilities will be varied and engaging, including:

• Client Management:
Serving as the first point of contact for routine inquiries, providing excellent service, and building strong relationships.

• Administrative Support:
Handling the full administrative cycle for accounts, including the issuance of essential documentation like invoices, policy summaries, and certificates.

• Market Engagement:
Assisting in presenting risks to underwriters and negotiating the best possible terms and coverage for clients.

• Portfolio Growth:
Managing your own dedicated book of smaller commercial clients, handling all aspects of the annual insurance cycle from renewal to new business.

• Sales & Cross-Selling:
Identifying and pursuing opportunities to cross-sell other insurance products to existing clients, contributing to the growth of the business.
Who we're looking for:
We're seeking a professional with a solid foundation in the insurance industry.

• Experience in the Insurance industry

• Excellent communication and administrative skills are a must, along with the ability to organise your workload and prioritise tasks efficiently with minimal supervision.

• Experience with ACTURIS is a plus but not essential, as full training will be provided.

• A proactive and adaptable approach is key, as is a keen eye for detail.
This is a brilliant opportunity to advance your career within a supportive and reputable firm. If you're ready to make the move into commercial broking and contribute to a successful team, we want to hear from you.

To apply , please use the provided link, and David Helliwell from Cameron James will be in touch