Apprentice Account Handler Level 3

1 month ago


Telford and Wrekin, United Kingdom School of Coding Ltd Full time

**What will the apprentice be doing?**

Portfolio Support:

- Ensure the smooth running of assigned portfolio
- Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
- Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate
- Deal with any initial complaints and escalate in line with company processes

Relationship Building:

- Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels.
- Be the first point of contact for day-to-day enquiries from internal and external stakeholders

Renewal/New Business Support:

- Support the creation of presentations for both new and existing clients
- Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
- Periodically attend client meetings with internal stakeholders as required

System Administration:

- Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
- Provide a proactive professional service for both internal and external stakeholders
- Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change

**What training will the apprentice take and what qualification will the apprentice get at the end?**

You will work towards your:

- Senior Financial Services Customer Adviser Level 3
- Cert CII
- Level 2 Functional Skills in English and maths (if required)

**What is the expected career progression after this apprenticeship?**
- This is dependent on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake

**Job Types**: Full-time, Permanent, Apprenticeship

Schedule:

- Day shift
- Monday to Friday

Application question(s):

- Do you live in Shropshire?
- Are you currently in education or employment?
- Are you aged between 16-24?

Work Location: In person

Reference ID: 1000161787


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