Trainee Account Broker
Listed on 2025-12-31
-
Insurance
Insurance Sales, Financial Analyst
Trainee Account Broker
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Location: Sawbridgeworth (On-site)
Package: £Negotiable + Benefits
As a team, our Xenia office in Sawbridgeworth has been growing exceptionally well and is looking to strengthen its highly experienced team with a Trainee Account Broker. This role is designed to provide office‑based support for Account Managers. Day‑to‑day point of contact for clients in relation to basic policy administration – duties include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no‑claims/low‑claims bonuses, and support for colleagues in renewal negotiations.
TheDay To Day
- Supporting/advising clients with credit limit applications, appeals and monitoring progress of these.
- Advising clients in relation to declarations of turnover and submission of these as appropriate.
- Support for clients in relation to accounting queries – premium payments, policy adjustments, etc.
- Support for colleagues in relation to management of renewal negotiations.
- Undertake discussions with underwriters, as appropriate, in relation to all of the above.
- Establishing and maintaining client records in hard copy files and Goldmine database.
- Negotiable starting salary with the standard benefits package (holiday, pension, etc.) and a culture built around developing staff.
- Strong team environment within a business that is growing year on year and some excellent career prospects.
- Full support for professional qualifications.
- Ideally have trade credit experience, however full training will be provided.
- Ability to work under pressure as part of a small team.
- Good communication skills and customer focused.
- Attention to detail and deadlines.
- Accurate record keeping.
- Confident in dealing with stakeholders at all levels and have a wider skill set that includes strong communication (both written and verbal), negotiation, sales and IT skills.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Seniority level- Internship
- Full-time
- Finance and Sales
- Insurance
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