CBRM Apprentice (Generali)

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

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

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

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

Event Management

• Execute on events across the business, including venue sourcing, budget, guest lists and execution to ensure a smooth running of the events


• 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

Merchandise support

• Liaise with suppliers for quotes and sample options under guidance


• Client Engagement and team support


• Supporting client relationship administration, including tracker updates


• Carry out general administrative duties such as organising shared files, taking notes and preparing documents


• Prepare presentation and meeting agendas

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

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