Sales Support Apprentice

Create and issue Renewal Reports in a timely manner from an existing template Issue regulatory letters from a template confirming reasons for our recommendations and client’s decisions Downloading reports from CRM Submitting application forms to insurers Scanning documents into client’s file on CRM Process incoming and outgoing post Answer phone in a professional manner, take messages and pass them on to Account Manager Liaise with insurers to request documents and discounts

The ideal candidate will have a strong work ethic, be well-organised, have excellent communication skills and have strong attention to detail. They will have a positive attitude and enjoy working to deadlines.

Training:
Business Administrator Level 3 Apprenticeship Standard  End Point Assessment Functional Skills training (if necessary)

Training Outcome:
Career progression is available for the right candidate upon completion of the apprenticeship 6 apprentices have joined Heath Crawford over the past 5-years and all have progressed into CII-Qualified Account Managers
  Profit-share (historically 15% of salary paid as bonus quarterly)  Once probation passed we pay for Private Medical Insurance & Dental Insurance.

Employer Description:
At Heath Crawford we make finding the perfect insurance policy easy, with tailored insurance cover for both businesses and individuals. Our guiding principle is ‘protect what you value’ and our expert team can create the bespoke policy you need, whether it’s corporate or startup business insurance, individual private health insurance or cyber liability insurance. Whether it is protecting your business assets, your personal valuables or the health of your family, we believe that with the right financial protection in place you can go forward with confidence. We compare thousands of policies from the UK’s leading insurers so you can be certain you have the best policy for your needs at the right price. We take the time and hassle out of comparing insurance policies – it is our responsibility to make sure our recommendation is right for you.

Working Hours :
Monday - Friday; 9am - 5:30pm with an hour for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Logical,Friendly,Energetic,Proactive,Conscientious