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Client Broker & Relationship Management Apprentice Please send your covering letter & CV to Kick‑Start Your Career: Become an Insurance Apprentice Shaping Tomorrow’s Risks and become the Next Generation of Insurance Talent Company Description Generali Global Corporate & Commercial (GC&C) provides various insurance and innovative risk management solutions for medium to large companies and brokers in over 180 countries. GC&C draws on extensive global expertise, in-depth knowledge of local markets, and a thorough understanding of the corporate sector. The company offers customized and integrated solutions in areas such as property, casualty, engineering, marine, aviation, cyber, parametric, and specialty risks. Supported by specialists in Multinational Programs, Claims, and Loss Prevention, GC&C ensures robust support and comprehensive protection for its clients globally. Role Description We are seeking an Apprentice for our on-site team based in London. This is a full-time position designed to provide hands-on training and exposure to various functions of the insurance business. Key responsibilities include assisting in research and data analysis, supporting client account management, coordinating administrative tasks, and learning about insurance products and risk management services. The Apprentice will work closely with experienced members of the team to enhance their skills and contribute to the success of day-to-day operations. The CBRM Apprentice will play a key role in supporting the team to deliver excellent service to brokers and clients while developing essential business and insurance knowledge. This role is designed to help the apprentice build strong professional skills in data handling, communication, process management and customer service. Full training will be provided, and responsibilities will grow gradually as confidence develops. All duties will be introduced gradually with full support and supervision. Key Responsibilities 1. Data Management & Reporting · Pull and update reports from various dashboards · Clean and prepare data for use in monthly and quarterly reports · Support reconciliation using internal templates · Assist with checking accuracy of broker mapping and flag inconsistencies 2. NET Promoter Score Surveys · Prepare and schedule NPS surveys using contact lists and templates · Track survey responses and help the team log results · Prepare summaries or follow up notes for global results 3. TOBAs · Request and file due-diligence documents · Help complete the TOBA due diligence template · Log risk ratings and escalate high risk cases to senior colleagues · Track TOBA progress and maintain the TOBA library 4. Event Management · Execute on events across the business · Assisting with preparing event guest lists, logistics and joining instructions · Help collect dietary requirements and manage RSVP lists · Support the admin process for invoices, PO’s and compliance forms 5. Merchandise support · Liaise with suppliers for quotes and sample options under guidance 6. Client Engagement and team support · Supporting relationship clients administration, including tracker updates · Carry out administrative duties such as organising shared files and taking notes · Prepare presentation and meeting agenda’s Skills & Competencies Developed in the Role; Knowledge · Understanding of market structures, brokers and underwriting teams · Data accuracy and reporting processes · Business Strategy · Business processes such as TOBAs, NPS and CRM workflows Skills · Use of CRM, BI tools and Business Objects · Communication with a range of stakeholders · Time management and organisation · Problem solving and attention to detail · IT proficiency (Excel, Outlook, Word, SharePoint, PowerPoint) Behaviours · Professionalism, reliability and willingness to learn · Ownership of tasks and meetings deadlines · Positive attitude and proactive approach · Ability to work well with others and ask for support when needed Qualifications · Basic understanding or interest in insurance, corporate risk management, and financial services · Strong organizational skills, attention to detail, and ability to multitask effectively · Proficient in verbal and written communication with an emphasis on client-centric service · Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) · Team player with problem-solving skills and a proactive approach to learning · GCSEs or equivalent qualification required; further education or certifications in business, finance, or related fields preferred · Prior experience in an office, customer service, or financial sector environment is an advantage · Strong motivation to develop a career in the insurance industry and take on new challenges Training and Development During the apprenticeship you will: · Complete a structured level 3 Business Administration Programme · Receive both on-the-job and formal learning time · Be supported by a line manager, mentor and external learning coach · Build a portfolio of work to support your End Point Assessment Ideal Candidate Profile · Enthusiastic and willing to learn · Organised with good attention to detail is essential · Comfortable working with numbers and data · Confident communicator (email, phone and in person) · Interested in starting a career in insurance or corporate business · Confident presentation and people skills · Positive, proactive and open to feedback · Proactive and organised Please send your covering letter & CV to Deadline for applications 17 April 2026