Commercial Account Exec (Trainee)
Role: Commercial Account Exec (Trainee)
Location: Winchester
Reports To: Commercial Insurance Manager
Salary Range: Up To £22k depending on experience
Work Hours: Monday to Friday, 08.40 to 5pm
Job Summary:
Under the guidance of the commercial team, you will be trained on the principles of business insurance and assist in the day to day handling of commercial business, including quoting for new policies, renewals and mid-term adjustments.
You will provide high quality support and assistance to the commercial team caring for existing clients and helping, developing new business in order to meet growth targets.
We have a range of commercial insurance products from a selected group of leading insurers, we are price competitive and look to go over and above client's expectations in order to provide the best service possible.
Essential Skills:
- Good standard of education
- Good understanding of Windows programs - use of Word and Excel
- Being attentive and maintaining concentration in a busy environment
- Good oral and written communication skills
- Ability to multi-task and prioritise
- Ability to communicate with colleagues at all levels of seniority
- Good ability to work with minimal supervision
- Quick learner
Main Duties and Responsibilities:
- Using bespoke computer system, Acturis & CDL
- Providing key support to commercial team
- Engaging with clients by telephone and e-mail
- Liaising with insurance companies to make amendments and discuss existing policies
- Learning about different types of insurance and products
- Maintaining a good level of personal smartness and presentation
- Identifying client needs
- Adherence to company procedures and compliance obligations
- Treating the customer fairly and giving sound advice
Desirable:
- Good listening and observation skills
- Previous experience and or proven customer care skills
- Enthusiasm
- Willing to learn and progress
- Naturally helpful person prepared to work hard.
- An eye for detail and inquisitive mind
- Career minded
- Wanting to work with a growing team
You can apply for a role stated below by sending an email to jobs@cityinsurance.co.uk clearly stating what role you are applying for and attaching your current CV and any other relevant information.
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As an Insurance broker we serve the whole of the UK from our head office in the city of Winchester. As we insure thousands of clients we are able to use bulk-buying power with many insurer partners to keep premiums as low as possible.
At City Insurance we have a great range of insurance offerings from Car & Van insurance, home and travel cover as well as business insurance, liability and commercial insurance too.
;We recognise most people are very busy and that you may not always have the time to search around for the cheapest policy. At City Insurance we are confident we can save you both time and money. For this reason we can offer you the simplicity of, 'quote & buy online' in most cases backed up by a friendly knowledgeable team. We will take you your insurance requirements and instantly compare a panel of leading insurers and then provide our best premium and cover options to suit your needs. If you're happy, you may buy cover immediately or you can speak with our Client Service centre for further advice or assistance.
Some insurance circumstances can be involved or complex and need careful attention from staff that are competent and trained and not just script readers. We believe in a personal service supplied by knowledgeable helpful staff, we do not have foreign call centres and real people answer our telephones, not computers!
At CityInsurance.co.uk, we are committed to making insurance accessible, affordable, and straightforward for everyone. We pride ourselves on offering tailored insurance solutions whether you're looking for standard coverage or something more specific. From young drivers and first-time homeowners to small businesses and experienced professionals, we have a solution that suits your needs.
We believe that good service means more than just offering low premiums — it means taking the time to listen, understand your individual needs, and deliver clear, honest advice. Our experienced staff work hard to ensure that every policy is matched with the right customer and that every customer feels supported before, during, and after purchase. We regularly review our processes and training to maintain the high standard of care that has become our hallmark.