Apprentice Account Handler

7 months ago

Telford and Wrekin, United Kingdom The Work College by School of Coding Full time

**What you will do in your working day**

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

**The training you will be getting**

You will work towards your:

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

Training will be via Davies, virtually. 6 hours per week off the job training.

**Before starting, we aim to train and upskill individuals with our NOCN accredited courses, these will be once a week, every two weeks, over a three month period. Upon completion of each course, you will receive a certificate. Not only does this look amazing on your CV for employers, but you're able to upskill yourself at zero cost**

Pay: From £21,840.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Are you currently employed?
- Are you currently in education or training?
- Do you live in Shropshire or Telford & Wrekin?

Work Location: In person

Reference ID: VAC1000253474

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