Trainee Insurance Consultant

Andy File Associates Limited are working as a Recruitment Business on behalf of our client with regards this permanent position.

Role reporting to: Office Manager

Role purpose

  • Primary focus on retention of personal lines and small commercial business through the renewals, new business quotes and mid-term adjustment process meeting reasonable targets, which are reasonable and fair, as set by the Managing Director and/or Senior Manager
  • Generating new personal line and small commercial business through warm leads
  • Meet business administration requirements including support of internally based sales administration and support on claims when required, in line with FCA regulatory requirements

Duties and Responsibilities of the role

Personal Lines and Small Commercial Sales

  • Responsibility for maintaining personal lines and small commercial business through the renewals process and increase the growth of personal lines and small commercial sales across the business by assisting in quotations for new business and supporting the personal lines sales team
  • Adhere to all business policies and procedures and ensure compliance with FCA regulations across all business activities
  • Where possible, engage in innovation of product lines to increase profitability across the business by sharing expertise and ideas with the Company subject


  • Support all employees of the business in all matters of personal lines and small commercial lines administration and when required
  • Ensure proper documentation and record keeping of all business activities in line with business requirements, policies and procedures and FCA regulatory compliance
  • Actively encourage and engage in improvements that can made to the operations of the business as and when required
  • Undertake any other activities as requested by the management team as and when required


Andy File Job Enquiry Form

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