At a Glance
- Tasks: Train and support brokers on innovative platforms, enhancing their skills and knowledge.
- Company: Join a respected independent insurance broker with a commitment to quality service.
- Benefits: Enjoy 25 days holiday, health services, and professional development opportunities.
- Other info: Dynamic role with travel opportunities and a focus on continuous improvement.
- Why this job: Make a real impact by empowering others through engaging training programmes.
- Qualifications: Experience in insurance broking and a passion for teaching and development.
The predicted salary is between 40000 - 41000 £ per year.
Who We Are
James Hallam is an established and respected independent insurance broker, providing specialist advice and tailored insurance solutions to business and individuals across the UK.
We pride ourselves on long-term client relationship, technical expertise, commitment to delivering high quality, personal service and our culture.
The Role
As a
Broker Platforms Trainer , you will play a key role in developing and delivering engaging training on our broker platforms and associated systems.
Working closely with business leaders, subject matter experts, and system owners, you will design, deliver and continuously improve learning solutions.
This role is ideal for someone with insurance broking experience who enjoys coaching others, simplifying complex processes, and driving continuous improvement through learning.
Responsibilities
- Maintain expert knowledge of broking platforms and associated systems (including Acturis, IBS, PPL and OGI), ensuring awareness of functionality enhancements and best practice.
- Act as the first point of contact for Broker Platform training enquiries, providing guidance and support on onboarding, refresher training, best practice processes, and new system functionality.
- Design, develop and deliver engaging Broker Platform system training programmes for new starters, acquisitions, refresher courses, and system updates using a variety of learning methods to meet different learning needs.
- Create, maintain, and review Broker Platform training materials, user guides, knowledge articles, and other learning resources to ensure content remains engaging, informative, accurate, current, and aligned to business processes.
- Support the Divisional Director - Systems & Training in the planning, coordination, and delivery of training projects, including scheduling, resource planning, and stakeholder communication.
- Deliver training through multiple channels including virtual, face to face with travel to various office locations.
- Monitor and evaluate Broker Platform training effectiveness through feedback, assessments, and performance metrics, making recommendations for continuous improvement to training content and delivery methods.
- Work closely with various business stakeholders to support system implementations, upgrades, and process changes, ensuring end users are appropriately trained and prepared.
- Collaborate with senior management, business & operational teams to identify Broker Platform system training requirements, assess skills gaps & promote consistent use, best practice & efficiencies.
- Contribute to the continuous improvement of Broker Platform systems, processes and training frameworks, identifying opportunities to enhance user experience, efficiency, and data quality.
- Key Requirements
- Previous knowledge & experience delivering system, software, or operational training within the broking sector environment.
- Knowledge & experience designing, developing, and delivering training programmes for a variety of audiences and learning styles.
- Strong understanding of insurance broking systems and processes, with experience of platforms such as Acturis, IBS, PPL, OGI, or similar industry systems.
- Strong organisational and planning skills, with the ability to manage multiple priorities and training schedules.
- Experience creating e-learning content, videos, and interactive training materials.
- Strong presentation and facilitation skills, both in-person and virtually.
- Confident problem-solver with a proactive and customer-focused approach.
- Enthusiastic and passionate about learning, development and helping others succeed.
- Self-motivated and capable of working independently whilst contributing effectively as part of a wider team.
- Experience analysing training effectiveness through reporting and performance metrics.
- A full driving licence – travel between various office locations within the UK will be required.
What We Offer
- 25 days holiday
- Additional Holiday Purchase Scheme
- 24 Hour GP Service
- Income Protection Insurance
- Death in Service
- Anniversary Recognition
- CII Membership/Support
- Terry Berry Membership
Broker Platforms Trainer in London employer: James Hallam
James Hallam is an excellent employer located in Chelmsford, offering a dynamic work environment where collaboration and client satisfaction are at the forefront. Employees benefit from ongoing professional development opportunities, a supportive team culture, and a commitment to maintaining strong relationships with clients and insurers. Join us to be part of a company that values your contributions and fosters a rewarding career in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Broker Platforms Trainer in London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like James Hallam). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like James Hallam. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Broker Platforms Trainer in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at James Hallam.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at James Hallam. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at James Hallam
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at James Hallam to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at James Hallam, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding James Hallam's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
