Commercial Insurance Broker Apprentice

About the role

Apprentice Business Development Executive 🚀

Ready to kickstart your career and make a real impact? We're looking for ambitious individuals to join our team as Apprentice Business Development Executives! This is your chance to dive into the world of business development and client relations, learning on the job while contributing to our company's growth. 📈

What you'll be doing:

• Client Outreach & Pipeline Building: Get ready to connect with potential new business clients and build a strong pipeline of deals. Your hustle will directly contribute to our business growth! 🤝
• Market Expertise: Develop a deep understanding of our agencies' offerings and build solid relationships with insurers and underwriters. Your goal? To secure the perfect policies for our clients that truly fit their needs. 🎯
• Client Needs & Compliance: Ensure our quotes perfectly match client demands and needs, all while adhering to FCA guidelines and treating everyone fairly. Your integrity matters! ✅
• Team Collaboration: Work hand-in-hand with colleagues and management, ensuring all your actions align with our business operations, brand, vision, and culture. We're all in this together! 🧑‍🤝‍🧑
• New Business & Renewals: Implement our New Business & Renewal Processes, making plenty of outbound calls to potential and existing clients to smash your goals. 📞
• Client Fact-Finding: Conduct thorough fact-finds over the phone to understand clients' needs and risks, preparing to take them to market. 💡
• Relationship Building: Cultivate strong working relationships with both clients and insurers. Your network is your superpower! 🌐
• Deal Finalisation: Collaborate with senior management to agree on all sale conditions before confidently closing deals. 💯
• Identifying Opportunities: Spot potential gaps in client insurance requirements, record them, and present upsell opportunities to clients. Think like a problem-solver! 🤔
• System Proficiency: Master our internal systems to conduct business, educate clients, and present recommendations. 💻
• Broker Reporting: Create detailed broker reports comparing existing policies with our new quotes, providing clients with clear scenarios. 📊
• Continuous Learning: Complete all required broker training to stay sharp, up-to-date with knowledge, and meet FCA continuous professional development requirements. Never stop growing! 🌱

What you'll bring:

• A burning desire to hit and exceed targets with a positive, can-do attitude. ✨
• Exceptional organisation skills and the ability to prioritise tasks like a pro. 🗓️

Join us and build a rewarding career! 🌟

Key responsibilities

• Make contact and outbound calls to potential and existing clients to build a business pipeline.
• Complete fact finds with clients and build relationships with insurers to secure policies.
• Ensure quotes meet client demands and FCA guidelines, identifying and recording insurance gaps.
• Implement new business & renewal processes and collaborate with colleagues and management.
• Produce broker reports and complete required training to fulfil FCA development requirements.