Commercial Insurance Broker Apprentice
Trevellyan Insurance Brokers · London · posted 8 September 2026
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It is the responsibility of the apprentice to make contact with potential new business clients and build a sufficient pipeline of deals to contribute to the growth towards the business. You will develop a comprehensive knowledge of the appetites of our agencies and build relationships with insurers and underwriters to get the best policy for our clients to ensure that it is fit for purpose. In addition, you must ensure our quotes meet the demands and needs of our clients in line with FCA guidelines and treat them fairly. You will work closely with colleagues and management to ensure that all actions fully support the business' operational requirements in line with company brand, vision, policies, and organisational culture.
Job Responsibilities & Performance Standards:
- Implement our New Business & Renewal Process
- Making sufficient outbound calls to potential and existing clients to achieve goals
- Complete fact finds over the phone with clients in order to be able to take a risk to market
- Build strong working relationships with clients and insurers
- Hold close meetings with senior management to establish that you have agreed all the conditions of the sale prior to trying to close a sale
- Ensure you identify all potential gaps in client's insurance requirements – they are recorded and upsold to the client
- Use all internal systems to conduct business and educate our clients, recommendations and potential clients
- Produce a broker report, which compares and contrasts the client's existing policy with the new quotes we have provided them. It should provide the customer with various scenarios in which the policy can and can’t be used
- Complete required broker training to keep up to date with knowledge and fulfil FCA continuous professional development requirements
- Desire to hit & exceed targets with a positive can-do attitude
- Be extremely well-organised & know how to prioritise tasks
Your training
- Full training will be given leading to a recognised Business Administrator Apprenticeship Standard Level 3 qualification
- Insurance knowledge
- Full on-the-job training will be delivered
- Off-the-job training will be supported by our training provider- Davidson Training UK Ltd
- All training will be delivered within the workplace during working hours
Where it leads
- Full position will be available after the completion of the apprenticeship
About Trevellyan Insurance Brokers
Things to consider
This is a fantastic role opportunity within a very progressive company. For this role, you will need:
- A consultative style approach with a confident and friendly telephone manner
- Excellent work ethic, ambition, and desire to succeed
- A good sense of humour- we are a friendly team and work hard to create a positive office culture and environment
- Brilliant time keeping
- Willing to learn and take training seriously to succeed and achieve
This is your gateway to exciting opportunities in the insurance brokerage industry. As a leading brokerage firm, we are committed to attracting and nurturing top talent. Join our dynamic team and embark on a rewarding career that combines innovation, expertise, and client-centricity.
At Trevellyan Insurance Brokers, we provide a supportive and collaborative work environment where you can thrive and make a meaningful impact. With access to cutting-edge tools and resources, you’ll have the opportunity to develop professionally and contribute to our mission of delivering exceptional insurance solutions to our valued clients. Take the next step in your journey and become part of our success story.
Skills they're looking for
Entry requirements
- GCSE English (grade 4-9 or A*-C) — essential
- GCSE Maths (grade 4-9 or A*-C) — desired
Where you'll work
- 2nd Floor, Jack Dash House, 2 Lawn Cl,, London, E14 9YQ
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