Partners& is a growing business that is passionate about our people and our clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.
A key element of our proposition is Virtu Underwriting, a team of dedicated professionals who work on behalf of a range insurance capacity providers to assess, rate, and bind risks for them.
We are seeking an apprentice assistant underwriter to work within the Virtu Underwriting team. The purpose of the role is to support our internal clients when placing cover. The role will include operational tasks such as loading information onto our IT systems, taking responsibility for inbox management, running a task diary, speaking to providers & internal clients alike, producing reports and documentation, building relationships within & outside of the organisation, contributing any suggestions for improvement for the team & its processes and actively participating in the business and its initiatives.
This role gives the successful applicant a fantastic opportunity to learn about underwriting in the risk advisory & insurance sector.
Responsibilities:
To provide the highest quality of underwriting service to colleagues and clients
To deliver demonstratably good service to colleagues and clients
Work closely with others in the business to complete defined tasks that support our underwriting processes
Provide demonstrable proactive service to internal and external stakeholders and business partners
Training:
Fully 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
Assistant Underwriter
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII study e-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
Training Outcome:
Partners& has a clear career framework with opportunities for progression and promotion
Partners& also has its own academies where attendees can learn new skills and knowledge to achieve a successful career in the insurance industry
Employer Description:Partners& is an award-winning insurance broker. Having launched in 2020, our aim is to be the best advisory business in the UK. We focus on partnership with our clients and our specialties include Home, Travel, Asset, Events & Business Insurance. Partners& are nationwide with around 500 employees.Working Hours :Monday to Thursday, 9.00am- 5.30pm (1 hour lunch break) Friday, 9.00am- 5.00pm (1 hour lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Analytical skills,Team working,Motivated,Open minded,Keen to learn,Proactive....Read more...
First in line to answer the phone in a welcoming and professional manner
Collate data from potential clients, in order to quote for their insurance from a wide range of products available
Learn the skills of selling insurance on the phone, face to face and by email contact
Learn about goal setting, time management, organisation of quotes and leads to convert to sales
Learn about lead collection and cross-selling, with the objective of growing the business
Learn about managing email and phone marketing campaigns to generate business
To ensure that all clients are welcomed into the office courteously
Use of Microsoft Excel spreadsheets
Managing and maintaining key marketing channels, including digital, offline, and social media
Planning and delivering tactical integrated marketing campaigns
Managing the production and distribution of marketing materials
Liaising and networking with a range of stakeholders including customers, colleagues, suppliers (incl. agencies) and partner organisations
Collecting and analysing research information to understand target audience behaviour and views across the market in general and the marketing mix
Assisting in the achievement of brand positioning to agreed guidelines
Organising and attending events such as conferences, seminars, receptions and exhibitions
Training:You'll be supported to complete the Level 4 Marketing Executive Apprenticeship, which covers:
Marketing principles, strategy, and customer lifecycle
Content creation, campaign management and analysis
Brand positioning and communications
Legal, ethical and data protection in marketing
Using digital tools to track performance and customer engagement
And more:
Duration: approx. 15-18 months (inclusive of End Point assessment Gateway period)
Delivery: Remote workshops with support from a dedicated marketing tutor
Outcome: Recognised Level 4 qualification - equivalent to the first year of a bachelor's degree
Training Outcome:
To be full-time employed, or progression to another apprenticeship
We are keen to invest in their staff; they have a good understanding of the apprenticeship and will look to help you develop and grow within their team
This is an excellent apprenticeship opportunity where you are able to study towards a Marketing Executive Level 4 standard and gain new knowledge and skills throughout the programme.
Your apprenticeship will be provided by Next Level Training who are a Bristol based academy with over 40 years' experience in the training industry.
Our programme includes workshops for training, regular 1-2-1 sessions to help you build as an individual and further enrichment programmes for each apprentice.
If this sounds like something you would be interested in, please apply and one of the team will be in touch.Employer Description:Our Insurance Brokers was established in 1992. We have been trading for over 30 years and have the experience and ability to identify exactly what each individual client would need to adequately protect them against financial losses.
Our clients stay with us because they can speak to an experienced Insurance Broker who knows them and understands their circumstances and requirements. Our clients also appreciate that they have the ability to insure all of their policies with us. We have always prided ourselves in providing our clients with all of their insurance needs, ensuring quality service and value for money.Working Hours :Monday - Friday, between 9.00am - 5.00pm.Skills: IT skills,Organisation skills,Administrative skills,Team working,Creative,Initiative,Marketing Experience....Read more...
Interview process lasting from 9th Feb until 13th March.
The primary role for the Apprentice/Core Occupation duties:
Commercial - Support the organisation's strategic vision, commercial aims and objectives by contributing to the generation/handling of insurance products and services. This can mean, for instance, helping to attract new clients or retain existing clients through renewal
Meet numerous critical deadlines and prioritise activity appropriately to meet targets
Analysis & decisions - Gather, analyse and interpret all data that is relevant to the delivery of insurance products and services Identify and act upon issues arising, taking appropriate action such as making a recommendation, a decision or a referral
Quality Assurance - Ensure the organisation's Insurance quality assurance process is completed satisfactorily to process a transaction, make a decision or recommendation
Communicate - Liaise with relevant internal teams, specialists and external stakeholders to ensure successful conclusions to insurance issues, which could, for instance, be a decision on insurance coverage or a payment to a client
IT Systems - Create IT records and maintain up to date information relating to an insurance record via the organisations IT system(s)
Data Protection - Work with personal, confidential and sensitive information, (such as personal, commercial and financial data), following a strict legal duty to maintain the confidentiality of the information and fully adhering to organisational policies and guidelines
Regulatory - Adhere to the regulatory requirements that impact on insurance activity within own role, contributing to a compliant workplace. Work also in line with the organisation's processes, and relevant codes of conduct
Claims Handling/Loss Adjuster duties:
Fraud - Act as the first line of defence. Contribute to fraud reduction and detection by identifying insurance claims that could be fraudulent, escalating as appropriate within own organisation or as appropriate to relevant bodies including the police, action fraud and other affected financial services organisations
Processing - Manage an insurance claim from start to finish, gathering all of the critical evidence needed to reach a conclusion
Escalate decisions as needed within own organisation. Payout approved claims to the client (or their representative) accurately and promptly
Assistant Underwriter duties:
Risk - Assess and decide the specific level of risk associated with a client’s request to insure
Contribute to decisions to accept and decline insurance and decisions on premium levels
Limits - Operate within the approved financial limits, escalating underwriting issues beyond own financial authority
Junior Broker duties:
Represent - Act on behalf of your client, making appropriate negotiation/representation to the insurer to provide an effective return on insurance decisions
Products & Services - Proactively identify and recommend insurance products and services (from across the marketplace) to new and existing clients. Contribute to the broker's sales and commission targets
Training Outcome:
Once the Apprenticeship has been successfully completed, the candidate will be offered an opportunity to permanently join one of our departments
Employer Description:Purbeck Insurance is a small, but growing, insurance firm based in Rugby, Warwickshire. We sell personal guarantee insurance to Directors of small and medium enterprises (SME). When a Director takes out a loan for their business, a lot of the time there will be a personal guarantee attached to that loan. This means that if at any point the Director fails to pay their direct debit, the lender can then come after their assets. That is where we come in. We protect the Director's position. The work we offer is rewarding, and the company has a great culture, and as a fast growing company the opportunities to develop and progress are there for any new starter looking to begin their career with us.Working Hours :8 hours a day from 09:00 - 17:00 including a 1-hour lunch allowance.Skills: Attention to detail,Organisation skills,Customer care skills,Analytical skills,Effective communicator,Written communication skills,Proactive mindset,Self motivated,Professional,Interpersonal skills,Team player,Enthusiasm,Willingness to learn,Confidence,Punctual,Aspirational....Read more...