Trainee Insurance Advisor – Entry Level Role

About the role

Our client, an established independent insurance broker in Crewe, is seeking a motivated Trainee Insurance Advisor. This entry‑level position offers full training and the chance to develop a professional career in the insurance sector.

Key responsibilities

• Contact new and existing clients to understand their insurance needs.
• Assist customers with quotations, policy enquiries and documentation.
• Provide high‑quality service via telephone and email.
• Build and maintain long‑term client relationships.
• Learn about a wide range of insurance products and regulatory requirements.
• Maintain accurate customer records and administrative paperwork.
• Collaborate with colleagues to deliver an exceptional customer experience.

Required profile

• Graduate or educated to a good standard (A‑Levels, degree or equivalent).
• Friendly, confident, professional and enthusiastic.
• Excellent communicator with strong interpersonal skills.
• Customer‑focused with the ability to build rapport quickly.
• Well‑organised, detail‑oriented and proactive.
• Team player with a positive attitude.
• Motivated to develop a successful career in insurance.

Required skills

• Microsoft Office

What we offer

• Full training and structured development programme.
• Competitive salary (£24,000‑£30,000 per year).
• Clear career progression opportunities.
• Supportive and friendly working environment.
• Long‑term career prospects with a respected brokerage.