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- Tasks: Manage a diverse portfolio of SME and commercial clients while providing excellent service.
- Company: Leading independent insurance broker in Wokingham with a dynamic team.
- Benefits: Salary up to £35k, bonuses, flexible benefits, and on-site parking after probation.
- Why this job: Great opportunity to advance your career in a supportive environment.
- Qualifications: Experience in the insurance industry and strong communication skills required.
- Other info: Full training provided; proactive and adaptable candidates will thrive.
The predicted salary is between 28000 - 42000 £ per year.
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
Insurance Advisor employer: Cameron James Professional Recruitment
Contact Detail:
Cameron James Professional Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their client base and be ready to discuss how your skills can help them grow. We want you to shine, so practice common interview questions and have your own ready to ask!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Keep your CV updated and tailored to each role – it makes a world of difference!
We think you need these skills to ace Insurance Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any relevant insurance experience and showcase your communication and administrative skills. We want to see how you fit into our dynamic team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about transitioning into commercial broking and how your background makes you a great fit. Keep it engaging and personal – we love to see your personality!
Showcase Your Proactivity: In your application, mention instances where you've taken initiative or adapted to new challenges. This role requires a proactive approach, so let us know how you've demonstrated this in your previous roles or experiences.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Cameron James Professional Recruitment
✨Know Your Stuff
Before the interview, make sure you brush up on your insurance knowledge, especially around SME and commercial broking. Familiarise yourself with common terms and practices in the industry, as well as any recent trends that might affect your potential clients.
✨Showcase Your Communication Skills
As an Insurance Advisor, you'll need to communicate effectively with clients and colleagues. During the interview, practice clear and concise communication. Use examples from your past experiences to demonstrate how you've successfully managed client relationships or resolved issues.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and what success looks like in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Highlight Your Adaptability
The insurance industry can be fast-paced and ever-changing. Be ready to discuss times when you've had to adapt quickly to new situations or challenges. This will show that you're proactive and can handle the dynamic nature of the role.
