Trainee Broker (Sawbridgeworth)


Trainee Broker (Sawbridgeworth)



Reporting to

Director of Client Services, South

Job Summary

Xenia Broking Group are seeking to hire two enthusiastic and ambitious Trainee Brokers to work with the team in our busy and dynamic office in Sawbridgeworth. This is a practical, office-based training providing support to the regional Account Managers. Over a period of time the individual will become a main point of contact for clients in relation to basic policy administration, duties include providing support with credit limits, policy documentation, overdue accounts, claims, declarations of turnover, accounting queries etc.

Xenia Broking Group will provide a comprehensive grounding for the successful Trainee Brokers in the basics of credit insurance broking. Subject to satisfactory completion of the training programme (typically a 2-3 year process) the opportunity to manage a portfolio of clients and / or develop into a new business / marketing role is then reviewed and discussed.

As part of the training programme the Trainee Broker will participate in internal and off-site training courses arranged by Xenia Broking team and Underwriters. There is also the opportunity to work towards a qualification with Chartered Institute of Credit Management.

The position requires accurate filing and recording of correspondence with clients and Underwriters. Maintaining up-to-date and accurate recording of contacts and policy records/documentation on Goldmine database.

Xenia was formed through the union of two long-standing specialist credit insurance brokers, Credit Risk Solutions (CRS) and Credit & Business Finance (CBF) acquired in 2017 and 2019 respectively. The combining of these independent and entrepreneurial businesses, including the Howden Trade Credit team acquired in 2020, positioned Xenia as one of the largest credit insurance brokers in the UK. In 2021 Xenia Broking Group expanded even further by completing four acquisitions - Credit Insurance Alliance (Brokers), Status Credit Insurance Brokers Ltd, Parker Norfolk & Partners Ltd and Peter Hill Credit & Financial Risks making Xenia the largest independent trade credit and surety insurance broker in the UK.

Required Qualifications, Skills, Knowledge/Experience

  • Ideally educated to A Levels or QCF Level 3 and/or equivalent qualification, but as a minimum to GCSE level
  • Enthusiastic and hardworking individual with a focus of providing the best possible service;
  • Adaptable and able to manage multiple tasks within a high pressured environment, including working to tight deadlines;
  • Commercial awareness partnered with a strategic mind-set;
  • Ability to build trust by operating with integrity and professionalism;
  • IT literate, must have good working knowledge of all Microsoft Office packages.

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To apply for this position please email: [email protected]

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