Main duties include :
To provide day-to-day servicing and administration of clients’ and prospective clients’ insurance programmes in a timely, technically accurate and cost-effective manner
To provide broking and administrative services as part of the Scotland Broking team
Giving instructions to insurance providers
Checking policy documents
Diarising and ensuring all o / s correspondence is received on a timely basis
To handle invoicing of premiums
Ensuring all post and diary activity is completed on a daily basis.
To collate and prepare reports
Ensure that premiums are settled in accordance with company credit control procedures.
As a Trainee you will be supported throughout with additional training given as required. You will be expected to undertake training in line with the agreed objectives and keep up to date with technical, legal and market developments via use of e-learning, internal training and reading market related material.
You will need to be pro-active in driving your own development, you will be required to do some personal study in addition to the study time provided via the apprenticeship.
You will be expected to undertake the industry accredited examinations (CII) and will attend Towergate sponsored courses as well as on-going desk-based training.
At the end of a successful apprenticeship the candidate will be offered the opportunity to progress within the company. A number of progression opportunities may be available.
An award winning and leading insurance intermediary, Towergate was created to offer personal and business customers specialist insurance.
We offer a broad range of market leading products coupled with our dedication to outstanding customer service. Over 5,000 committed staff are based across more than 100 offices in the
UK, offering most customers easy access to a trusted team with real product knowledge and expertise.
Skills and Personal Qualities required
Five National 5s with Maths and English Grade C or above.
Acceptance is subject to initial assessment and interview.
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