Apprentice Account Handler

As a Apprentice Account handler, you will be involved in servicing and administering the insurance portfolios of clients in a timely, professional and cost-effective manner.

**What will the apprentice be doing?**

To offer a comprehensive insurance service to existing and potential new customers.

Specific duties will include:

- Provide new business quotations providing relevant advice, information and guidance.
- Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created
- Manage the renewal of existing clients’ policies with their current insurer or move to a new insurer, as appropriate. Ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created.
- Take instructions from existing customers in respect of alterations to current policies, ensuring insurers are notified and records updated
- Maintaining client records on our electronic filing system
- Carry out credit control with relevant customers
- Check client documentation before despatch, ensuring queries are raised and amendments are completed

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

Insurance Practitioner Level 3 - Broking
- Fully and part funded learning and development programme that includes the Cert CII
- Develop the knowledge, skills and behaviours of successful Insurance Practitioners
- Role-specific route ways tailor the apprenticeship to the job role:

- Claims Handler/Loss Adjuster
- Assistant Underwriter
- Junior Broker
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII study books and exam entries
- Resit costs for CII exams and End-Point-Assessment will be covered by the employer
- Fortnightly workshops for each CII exam
- All workshops recorded and available on-demand
- Interactive chat, forums and class notebooks for real time support and assistance from experienced and qualified insurance professionals
- Exam tips, tricks, and strategies
- Regular tutorials and assessments with your dedicated trainer

**What is the expected career progression after this apprenticeship?**

As a growing business, our aim is to develop our Apprentice’s knowledge and skills, providing them the opportunity to develop and progress into a permanent role on successful completion of the Apprenticeship. Furthermore, as a Chartered Broker, we pride ourselves on continuing developing and offering the support to undertake further professional qualifications.

**Desired skills and personal qualities**
- Communication skills
- IT skills
- Organisation skills
- Administrative skills
- Number skills
- Team working
- Interpersonal Skills
- Time Management
- Work well under pressure
- Ambitious to develop

**Qualifications**
- GCSE or equivalent 5 Subjects including Maths and English (Grade 4/C or above) essential
- A Level or equivalent Any (Grade C or above) essential

**What is the expected career progression after this apprenticeship?**

As a growing business, our aim is to develop our Apprentice’s knowledge and skills, providing them the opportunity to develop and progress into a permanent role on successful completion of the Apprenticeship. Furthermore, as a Chartered Broker, we pride ourselves on continuing developing and offering the support to undertake further professional qualifications.

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

**Salary**: £16,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- REQUIRED: Why do you want to work in Insurance?
- REQUIRED: What do you believe are the essential skills for an insurance broker and which ones do you believe you have and which would you say you need to work towards?
- How would you travel to and from the workplace?

**Education**:

- A-Level or equivalent (preferred)

Work Location: In person

Reference ID: VAC1000158400
Expected start date: 04/09/2023