An Insurance Agent acts as an intermediary between insurance companies and clients. We help clients identify the cover they need then recommend the correct insurers and policies. We explain covers by sourcing quotations from various insurers via online facilities or manual presentations for more complex risks, handle claims, carry out mid term adjustments and more. A key part of the job is building strong relationships with clients and insurers as you will frequently deal with the same people.
You will work with the existing members of staff assisting them in their work until you have a good understanding of the job. Once you are confident in your work you will be given your own renewal book and clients to manage under supervision.
The apprenticeship & CII training will be done via Davies. This will be done by various virtual methods including webinars and one to one coaching. A total of 6 hours per week off the job training will be carried out.