Trainee Insurance Sales Executive

BJP Insurance Brokers has been trading for over 25 years in the heart of Wokingham, providing expert, bespoke insurance solutions to both businesses and individuals. With a Gross Written Premium (GWP) of £18 million, we’ve established a strong reputation for delivering tailored coverage and exceptional service.

We are proud to be part of JMG Group, a Private Equity-backed insurance broking group headquartered in Guiseley, West Yorkshire, with regional offices around the UK. As a top 50 broker, we have experienced rapid growth, doubling in size since our Management Buyout (MBO) in November 2020, and we place over £380m of Gross Written Premium into the market annually. Our teams are well-respected in the industry, and customer excellence is at the core of everything we do. This means that our people, systems, and processes are central to our continued success.

Join BJP Insurance Brokers and be part of a growing, dynamic team dedicated to delivering exceptional service and making a real impact in the insurance industry.

The opportunity

We are seeking a Trainee Insurance Sales Executive to join our friendly and hard-working Personal Lines team at our town-centre offices in Wokingham, Berkshire. The ideal candidate will have some experience in a sales or customer service environment and a strong desire to build a career as an insurance professional. No previous insurance experience is required, as we provide full training and support. This role is also well-suited to individuals with some insurance background who are looking to enhance their knowledge and progress their career. We are committed to developing the right candidates, offering opportunities to pursue professional insurance qualifications up to degree-level equivalence. We’re looking for ambitious individuals with a genuine commitment to personal and professional growth. In return, we offer a progressive salary and bonus structure that reflects your development, alongside comprehensive training provided by experienced insurance professionals and expert trainers.

Key areas of responsibility include:

• Prospecting new leads in relation to personal lines insurance
• Closing the sale and ensuring cover is on risk
• Securing cross selling business and referrals
• Monitoring own sales performance in line with targets and effectively manage the client portfolio
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
• Achieve and maintain a high level of customer service and always promote exceptional customer care standards
• Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business
• Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice.
• Developing and maintaining a professional working relationship with all clients and providing expert product advice and guidance.
• Ensuring accuracy, efficiency and professionalism when dealing with both client and insurer and conducting high quality work in relation to; New Business, Renewals, Mid-term adjustments, Queries, Premium Finance Arrangements, and Issuing Cover Notes.

Qualifications and Experience:

• Customer Service experience, both telephone and written
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a collaborative team.
• Proficient in Microsoft Office

What we offer

• Competitive salary commensurate with level of experience
• Hybrid working pattern where appropriate
• Company Pension scheme
• Generous holiday entitlement, including birthday day off
• Bupa Healthcare Cash Plan
• Death in Service