Opportunity information
Salary 21500 per year
Duration 15 months
Advert closing date 30/04/2026
Description
Managing risk and arranging the appropriate insurance for SMEs is key to their survival. You will become their trusted advisor, helping them navigate their risks by offering unrivalled advice on how to protect those risks through insurance.
80% of your time (4 days) will be on the job training (at 40 Broad Street, Staple Hill, BS16 5NS), including:
Observing the team both in the office and at client meetings
Speaking to small businesses about their risks and advising on insurance covers
Data entry - inputting client details into appropriate insurer quote engines
Negotiating with insurers to ensure you tailor covers to meet the client's needs
Regular contact with clients and amending their insurances to stay relevant to the changes in their business
Managing claims to ensure a positive outcome for our clients
Attending networking events remotely and across the Southwest to get to know the local small business community
Assisting with procedure manuals and templates for future learners
Writing thought pieces for social media to build brand reputation
Involvement in the Chartered Insurance Institute/BIBA to promote the profession
Entry requirements
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