Insurance Advisor

SME/Commercial Broker or trainee/apprentice Broker – Wokingham Salary: Up to £35k DOE, plus bonus and flexible benefits Location: close train station / on site parking after probation Are you an ambitious insurance professional looking to take the next step in your career? Our client, a leading independent insurance broker in the heart of Wokingham is looking for a talented and motivated SME/Commercial Broker to join their dynamic team. This is a fantastic opportunity for someone with a background in personal lines or a recent apprenticeship who is eager to transition into commercial broker What you'll do: Working closely with senior Account Directors, you'll be instrumental in managing a diverse portfolio of SME and commercial clients. Your day-to-day responsibilities will be varied and engaging, including: • Client Management: Serving as the first point of contact for routine inquiries, providing excellent service, and building strong relationships. • Administrative Support: Handling the full administrative cycle for accounts, including the issuance of essential documentation like invoices, policy summaries, and certificates. • Market Engagement: Assisting in presenting risks to underwriters and negotiating the best possible terms and coverage for clients. • Portfolio Growth: Managing your own dedicated book of smaller commercial clients, handling all aspects of the annual insurance cycle from renewal to new business. • Sales & Cross-Selling: Identifying and pursuing opportunities to cross-sell other insurance products to existing clients, contributing to the growth of the business. Who we're looking for: We're seeking a professional with a solid foundation in the insurance industry. • Experience in the Insurance industry • Excellent communication and administrative skills are a must, along with the ability to organise your workload and prioritise tasks efficiently with minimal supervision. • Experience with ACTURIS is a plus but not essential, as full training will be provided. • A proactive and adaptable approach is key, as is a keen eye for detail. This is a brilliant opportunity to advance your career within a supportive and reputable firm. If you're ready to make the move into commercial broking and contribute to a successful team, we want to hear from you. To apply, please use the provided link, and David Helliwell from Cameron James will be in touch

Location: Wokingham, Berkshire, GB

Posted Date: 10/16/2025