Trainee Underwriter


Yorkshire: West Yorkshire.


£18,000 - £22,000

Job Reference


Job Profile

  • The role will involve working as part of a team providing an excellent underwriting service for brokers in the UK.
  • You will work as a member of a small team and be pro-active and willing to help brokers across all classes of business.
  • You will be required to develop and maintain good relationships internally and externally.
  • Monitor and analyse broker activity to identify success and areas for improvement and provide pro-active feedback to the team manager.
  • You will have responsibility for renewals with a desire to be visible to the brokers through telephone engagement.
  • Provide excellent service to the brokers, prioritising renewals and mid-term adjustments and referrals whether emanating from the broker e-trading platform or by email/phone to ensure deadlines are met.
  • Ensuring incoming calls to the team are answered promptly and professionally.
  • Diarising and following up renewals with brokers with the purpose of securing and retaining business. 
  • Monitoring broker usage of all e-trading platforms; encouraging brokers to utilise these systems and be able to demonstrate their benefits.
  • Reviewing broker generated activities and encouraging brokers to deal with the company by highlighting the company's product benefits and negotiating terms.
  • Analysing broker performance and reporting findings to the team manager.
  • Managing renewal cases working as appropriate with the broker to secure renewal and upsell/cross-sell additional covers.
  • Developing and maintaining excellent working relationships with the Technical teams in Leeds and the wider business.
  • Maintaining all aspects of broker data on the CRM system to ensure it is up-to-date and accurate for the team in accordance with the CRM working practices guide.

Applicant Requirements

The successful candidate will have good written and spoken communication skills.  Will have a minimum of 6/12  months insurance experience - ideally in Professional and Management Risks although commercial insurance would be considered.  Will be able to work in highly pressurised environment dealing with a large volume of calls and emails. A high level of accuracy and attention to detail.  Will be studying for/or be willing to study for CII qualifications.  Demonstrable IT skills including MS Office and internal systems including the broker e-trading platform.


Jayne Moss
Tel: 0113 244 0846 Mon to Fri 8.30am - 5.30pm.

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