Commercial Insurance Broker Apprentice
Trevellyan Services Limited · London · posted 9 September 2026
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We are looking for an apprentice to join a thriving independent Commercial Insurance Brokerage who is eager to earn learn and build their knowledge around negotiations with insurers, build rapport with clients and with a desire to succeed towards the growth to the business.
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
Juniper Training ltd
Where it leads
To stay within the company
About Trevellyan Services Limited
At Trevellyan our goal is to provide outstanding service to our clients by finding the right insurances for their businesses. We are brokers for both business and personal insurance packages ranging from office insurance, professional Indemnity, Commercial Combined to High Net Worth buildings & contents insurance.
Skills they're looking for
Entry requirements
- GCSE English (grade 4 or above) — essential
- GCSE Maths (grade 4 and above) — essential
Where you'll work
- Jack Dash House, 2 Lawn House Close, London, E14 9YQ
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