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Trainee Account Broker

United Kingdom, Sawbridgeworth · Job Posted February 20, 2026
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Job Description

This role is designed to provide Office based support for Account Managers. Day-to-day point of contact for clients in relation to basic policy administration – duties to include support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses.

Job Responsibility

  • Provide Office based support for Account Managers
  • Day-to-day point of contact for clients in relation to basic policy administration
  • Support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries, processing of no claims/low claims bonuses
  • Supporting/advising clients with credit limit applications, appeals and monitoring progress
  • Advising clients in relation to declarations of turnover and submission
  • Support for clients in relation to accounting queries – premium payments, policy adjustments
  • Support for colleagues in relation to management of renewal negotiations
  • Undertake discussions with underwriters
  • Establishing and maintaining client records in hard copy files and Goldmine database

Requirements

  • Ideally have trade credit experience
  • Ability to work under pressure as part of a small team
  • Good communication skills and customer focused
  • Attention to detail and deadlines
  • Accurate record keeping
  • Confident in dealing with stakeholders at all levels
  • Strong communication (both written and verbal)
  • Negotiation skills
  • Sales skills
  • IT Skills

What we offer

  • Negotiable starting salary
  • Holiday
  • Pension
  • Culture built around developing staff
  • Strong team environment
  • Excellent career prospects
  • Full support for professional qualifications

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