Trainee Insurance Broker

October 14, 2024

J Hatty & Co

Bangor

FULL TIME

Reports To:
Responsible For: Self
Key Relationships: Customers and Colleagues
J Hatty & Co - Our Ethos

Integrity – We earn our clients trust through hard work, honesty and adherence to our internal governance procedures, which meet regulatory requirements
Relationships – We build and nurture long lasting relationships with our clients, by understanding their individual needs and sourcing insurance products that meet them. We also strive to maintain solid relationships with our insurers to achieve the best quality of product for our clients.
Services: We pride ourselves on providing an excellent service to our clients, not only in sourcing the best quotes and products for their needs but also in the event of a loss, ensuring the process is as smooth and stress free as possible, and the outcome is fair.

Main Purpose of Role: As a Trainee Insurance Adviser, you will work alongside our qualified ‘Personal Lines’ Advisers, learning the technical knowledge, governance processes and behavioural skills necessary to qualify as a Certified Insurance Adviser. To achieve this, you will follow a Level 3 Apprenticeship in Providing Financial Services with Belfast Metropolitan College, and complete an internal Development Pathway, resulting in the Chartered Institute of Insurance Certificate.
Measures of Performance:Successful achievement of training milestones
Responsibilities:
Customer Service

Always check your personal presentation is appropriate for working in a professional services environment. Cultivate a professional telephone and written communication style.
Be ready to acknowledge, welcome and engage with all our customers.
Help to create a positive, calm and caring atmosphere at the Office, by interacting with colleagues and clients courteously, and professionally. Be consciously aware of how actions and behaviours contribute to the atmosphere in the Office – for everyone.
Follow through on commitments to customers, including agreed deadlines and keep the customer informed of changes or request for information.
Under the supervision of a qualified mentor, explore the customer’s insurance requirements, and provide appropriate advice and quotes for products that meet the customer’s needs.
Process all new business and renewals in accordance with FCA guidelines and timescales
Ensure that all data is fully completed on the CRM database system
Provide administration support to the Insurance Adviser team

Requirements:
Teamwork
Without teamwork, our business would not succeed. We need each member of the team to be fully committed to the shared aim of providing an excellent customer experience and build trust with each other to deliver it together.

Be prepared to assist other members of the team which will involve undertaking a broad range of supporting tasks such as administration, filing, document handling….
Always consider your team colleagues needs and priorities, as well as your own. Offer help wherever you can and ask for help if you need it. If you finish early or have spare time look at what you can do to help others who are busy.
Communication is key – make sure you pass on any relevant information to help everyone’s day run smoothly.
Always think about your contribution to the team and how you can bring positivity to your working relationships and interactions with others.
Participate actively in team meetings.
Contribute to maintaining shared areas to provide a pleasant environment for to the team to relax and take a break.
Receive constructive feedback in the way it is intentioned – to help you improve in the role. Be sure to act upon it.
Take responsibility and accountability for understanding and fully delivering on the requirements of any specific tasks allocated to you.
Participate in or contribute to any social media or marketing campaigns

Core Performance Capabilities:
These capabilities are critical to your work as an Apprentice, and beyond as a qualified insurance adviser.
Professionalism – Cultivate a telephone manner that reflects the professional nature of the role, and maintain high standards of personal presentation to create a positive impression to customers. Being professional also means following through on commitments you make, and ensuring that written communications are businesslike, and strike the right tone, with appropriate grammar.
Customer Focus – be accountable for setting and maintain high standards of customer service. This means being responsive to customers, taking the time to understand their individual needs, demonstrating interest and enthusiasm in fulfilling them, and investing all of your efforts in ensuring they receive a service that impresses them and upholds the reputation J Hatty & Co has
Flexibility - adapt to what a busy environment with different people will bring. Show a positive ‘can do’ and upbeat approach to work and be prepared to switch your focus or take on different tasks to enable the entire office to function effectively.
Teamwork – always think how you can help others out – even in small ways. It is always appreciated and welcomed, and as a Trainee, you will benefit from the sharing of knowledge and experience from other team members.
Communication – The office is a busy environment – make sure you pass on information relevant to others, and keep colleagues and customers informed of progress on activities delegated to you. In a learning role you should ask questions to enhance your knowledge. Listening skills are important – it is how you learn. In a professional environment, a confident, outgoing, but courteous and respectful manner is essential.
Proactivity - Plan ahead to make the most of your working day. Use your initiative, knowledge, and skills to support others, and make effective decisions. Actively seek out opportunities to assist colleagues in their work and use this as a learning opportunity. Learn how to priotise your work effectively to ensure customers receive good service.
Willing to Learn – An apprenticeship is an investment in yourself and a willingness to put effort into learning new skills, accept feedback from others and act on it, challenge yourself to improve and grow your knowledge and understanding is essential. Strive to increase your ability to work independently within the extent of your competence as it expands through learning.
Knowledge – learn about the different products and processes involved in insurance advisory work, including how different insurance providers and their systems function. Understand and adhere to all regulatory codes of practice. Learn how to understand and interpret insurance policies and answer customer questions in relation to same.
Job Type: Full-time
Pay: £18,000.00-£21,000.00 per year
Benefits: