Trainee Insurance Consultant

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Trainee Insurance Consultant

Trainee Insurance Consultant

  • Location:

    City of London

  • Contact:

    Aaron Gavin

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


Key Responsibilities & Accountabilities:

  • Undertake portfolio management monitoring of marine insurance renewals for various lenders. This includes obtaining renewal confirmations and formal documentation from insurance brokers/Clubs, reviewing new arrangements, advising Lenders of any issues and maintaining various databases

  • Assist the Credit Controller in all aspects of invoicing work. This includes preparing and issuing invoices, dealing with queries and maintaining various databases

  • Assist with the preparation of marine insurance reports for Lendors/Lessors. This includes reviewing insurance documentation, preparing and issuing formal written reports, liaising with Lendors/Lessors and/or their legal representatives in respect of the outstanding issues, issuing final reports and maintaining various databases

  • Assist with the insurance audit for a major European Lender. This includes reviewing insurance documentation and preparing a formal report

  • General office duties and ad hoc tasks as required

  • Adhere to company and regulatory policies, procedures together with mandatory training requirements.

  • Adhere to financial reporting requirements including monthly phasing of income.


Functional & Behavioural Competencies required:

  • Some previous knowledge of Marine insurance desired

  • Educated to at least A-Level standard

  • Attention to detail and ability to plan meticulously

  • Good interpersonal and written communication skills

  • Good IT skills

  • Good organisational skills

  • Personally demonstrate the five BMS values and ensure that team members are aligned with these:

  • Accountable

  • Entrepreneurial

  • Collaborative

  • Empowering

  • Disciplined