Making the tea/coffee/general office assistance
Stamping/Franking the post/taking the post to the post office
Answer incoming calls and emails in a timely and professional manner
Understand the types of clients we have and their different insurance requirements
Keep accurate and up to date file records of all prospects and clients
Converting prospect records to live client records and send documents to clients
Understand the rating guides and scheme products with clear knowledge of policy benefits and wordings
Attending classic car shows on occasional weekends representing Abbeyfields Insurance
Processing renewals, new business and mid term adjustments to motor policies
Confidently be able to gather information from clients, assess their insurance needs and risk profile through the use of open and closed questions
Be able to recommend different types of products depending on the client’s needs
Successfully sell policies to clients, renew and maintain relationships with clients
Keep up to date with any mandatory training modules
Based at our Halesowen office, you’ll receive full support and training as you learn the ropes of insurance broking, with the potential to grow into a long-term role within the company. We’re committed to your development, and you’ll have the opportunity to work towards recognised industry qualifications such as the CertCII after completing the apprenticeship.Training:As a Business Admin apprentice, you will attend an online lesson once a month. In addition, you will be allocated with an assessor who will visit you within the workplace once every 6-8 weeks. You will complete a portfolio of work before going through your End Point Assessment.Training Outcome:There is potentially a permanent position available for the right candidate, on succesful completion of the apprenticeship.Employer Description:Abbeyfields Insurance is a family run specialist vehicle insurance broker. Our team of brokers and underwriters have spent over 35 years working in the classic car and multi car insurance industry. We also cover niche vehicles such as ex-military and kit or replica cars.Working Hours :Monday to Friday, 9.00am - 5.00pm.
From time to time, we also attend Classic Car events at weekends to promote our brand and connect with potential clients - a great opportunity to experience a unique side of the business!Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills....Read more...
This role offers a unique opportunity to gain hands-on experience supporting a wide range of web-based software solutions, particularly within the shipping and e-commerce sectors.
As part of the IT support function, you will assist in configuring client systems, resolving technical issues, and delivering exceptional service to both internal and external stake holders. You will work closely with cross-functional teams – including sales, customer service and commercial to ensure smooth onboarding and ongoing support for complex client accounts.
The ideal candidate will demonstrate strong communication skills, a proactive approach to problem-solving, and a willingness to learn. You'll be encouraged to explore emerging technologies, including artificial intelligence, and contribute ideas on how they can be applied to improve business processes and enhance client support.
This apprenticeship offers structured training, mentorship, and the chance to build a solid foundation for a career in IT support and consultancy. Recruitment for this position will be in conjunction with our chosen apprenticeship provider.
Key responsibilities:
Helping to set up new client accounts on our systems.
Talking to clients and guiding them through how to use our software
Investigating and solving technical problems
Working with other teams like Sales and Customer Services to support our clients
Learning how to use tools like FTP, APIs, and other web technologies
Keeping records of your work and learning how to manage tasks and priorities
Exploring how AI tools can improve the way we support our clients
Training:During this apprenticeship, you will follow a fully supported training programme with LearnTech, delivered through combined weekly remote classroom-based training, workplace assessment/training and online learning working towards completing the Digital Support Technician standard.
The training covers the following core occupational duties:
https://www.instituteforapprenticeships.org/apprenticeship-standards/digital-support-technician-v1-1Training Outcome:
There is an opportunity for the apprentice to be offered a permanent contract upon successful completion of the program
Employer Description:Spring Global Delivery Solutions provide mail, parcel and return solutions to businesses worldwide. As an autonomous broker, we handle international deliveries across the most reliable networks.Working Hours :Monday - Friday, 08:30 - 17:30 with a 1-hour lunch break (40 hours),Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Logical,Team working,Initiative,Non judgemental,Patience,Calm and professional,Keen to learn....Read more...
The Company Our client is a well-regarded financial services organisation known for delivering innovative lending solutions with a customer-centric approach. Backed by a strong culture of collaboration and continuous improvement, they support a wide range of borrowers across the Australian market. With a focus on agile decision-making, cutting-edge data insights, and long-term value creation, they are committed to empowering their people to shape meaningful product outcomes and drive real impact. The Opportunity A rare opportunity has emerged for a proactive and commercially savvy Senior Product Manager to lead and enhance a portfolio of lending products within a highly collaborative and forward-thinking environment. Sitting at the intersection of innovation, data insights, and customer experience, this role plays a central part in crafting mortgage solutions that resonate with both brokers and borrowers. You’ll work across the full product lifecycle — from ideation to execution — helping to shape product strategy and implement enhancements that drive growth, improve customer outcomes, and strengthen market positioning. Key Responsibilities
Collaborate with senior stakeholders to manage and optimise the home lending product suite, with a focus on customer and broker journey improvements
Use data and insights to identify new opportunities, drive product retention, and elevate customer satisfaction
Lead and implement change initiatives, including rate changes, promotional activities, and credit policy updates
Support the end-to-end delivery of new products and features, including go-to-market strategies, collateral, and communications
Track product performance and ensure alignment with regulatory requirements and internal risk policies
Monitor competitor activity and market dynamics to inform product roadmaps and strategic decision-making
Champion cross-functional collaboration across Sales, Credit, Pricing, Treasury, Operations, Marketing, IT, Risk, and Compliance teams
What You Bring
Deep experience in mortgage or lending product management within financial services
Strong commercial acumen, with a knack for identifying trends and converting insights into actionable strategies
Proven capability in leading product development and change management initiatives
Ability to work across technical, legal, and risk frameworks while maintaining a sharp focus on the customer
Exceptional communication, problem-solving and stakeholder engagement skills
Why Apply
Play a strategic role in shaping high-impact products and solutions
Worrk in a supportive, collaborative, and agile culture
Exposure to executive-level stakeholders and product decisions
Hybrid Sydney-based role offering flexibility and long-term career development
Whether you're a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness. Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole selves to work. We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us. ....Read more...
Tudor Employment Agency are currently recruiting for an Experienced Sales Executive for our client based in Stafford, ST16.Our client is a prestigious company that deals with luxury motorhomes and has a great reputation amongst their customers. Working in a small team, you will be extremely customer focused with great attention to detail. Duties will include:
To identify requirements of prospective customers, face to face, telephone enquiry or website enquiriesTo ascertain a value of potential Part ExchangesDemonstrate vehicles to customers after identifying customer needsProvide test drive to legitimate prospectsAgree retail price for new or used unit, taking account of relevant foreign exchange rates of new vehiclesUp sell appropriate accessories, finance, warranties and service packs – pass on further investigation required to Sales AdministratorTake deposit and raise sales order with one copy given to the customer – confirm work required in order to prepare vehicle for collection (Pre Delivery Inspection, conversion, bespoke requirements)Agree an estimated or desired collection date with customerCollect information required for any financial arrangements from the customer and see through to completion, whether dealing direct with the Finance House or through BrokerCommunicate regularly with customer during preparation period on confirmation of collection date and timeEither at point of sale or once delivered, inspect PX vehicle and ensure as described / agreedTake any approved balance payment and handover vehicle with customer in formal handover process – critical to provide high quality customer experienceUnderstand and carry out the correct and legal procedures of selling motorhomesUnderstand and carry out all company policies and procedures pertaining to the sales transactionFollow vehicle test drive procedures at all times
Requirements:
Attend exhibitions and promote vehicles for sale during events where requiredSupport in set up and dismantling of exhibition displays. This may include driving vehicles to and from the showsObtain leads from website and suppliers – Live Events used by KeyloopContact prospects by phone to discuss requirementsSet up new prospects on Keyloop (from exhibition contacts, website and suppliers)Undertake all other tasks and responsibilities as requested by the Sales Manager/Managing Director
Job Role: PermanentHours of Work: Monday to Friday 8.30am – 5.30pmSalary: £Basic salary PLUS commission with OTE £45-65KIn order to be considered for this position or for further information please contact our Commercial team on 01922 725445 extension 1003 or 1004 or submit your CV to commercial@tudoremployment.co.ukApplicants can also register online by clicking the link - http://tinyurl.com/PERMF0RMFor information on all of our roles, please refer to www.tudoremployment.co.uk.#TeamTudor await your call!....Read more...
Trainee Insurance Broker Gravesend Salary Scaled Dependant on Experience + Uncapped Commission
THE OPPORTUNITY:Are you a sales person waiting to break into the world of Commercial Insurance?I'm working with a small brokerage with the facilities to train you you be the best sales-person that you can be! It is a tight knit brokerage where everyone is encouraged, supported and trained which has allowed each individual to flourish.The team consistently exceeds their targets and are consistently rewarded with trips, incentives, and so much more.Do you have experience in Personal lines Insurance and want to move into the commercial world? Are you a sales executive, sales representative, or business developer passionate about breaking into insurance? Then I want to hear from you!BENEFITS:
Christmas Shutdown in addition to holidays
Quarterly events including trips to Ascot, laser tag, paintballing, dinners, lunches and trips away and so much more!
Impressive Commission structure
CertCII qualification fully funded
THE ROLE
Providing advice, recommendations and quotes to new clients.
Lead generation Including cold calling and information gathering.
Self-generating new business leads and obtaining accurate for our databases
Administration; creating quotation documents for yourself and others, setting up client records, issuing documents to clients, checking proposal forms, diary management and so forth.
Liaising with insurers to get the best policy for the client meeting their demands and needs
Ensure that the sales process is completed and compliant with regulatory framework
Liaising with prospect clients / leads and closing the sale effectively
Working towards your Cert CII qualification
SKILLS & ABILITIES:
Experience within an office or sales focused environment is essential
A pleasant, confident telephone manner
An effective communicator, both written and verbal, with an ability to communicate clearly & confidently to clients and colleagues
Highly organised with a systematic approach to work
Good attention to detail
Tenacious with presenting strong sales techniques and skills
Self-motivated to keep generating new business
Motivated and driven to achieve team and individual targets
Able to develop and sustain positive working relationships with internal and external parties
Familiarity with the Microsoft Office suite of programs
We are currently shortlisting for interview so if you are looking to catapult your career within the insurance industry, Apply today!
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