Apprentice Personal & Commercial Client Account Handler

The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of personal and commercial lines insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

Duties and responsibilities:

Ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role: New business Renewals Mid term adjustments Claims Queries Premium financing arrangements Cover note issue

Advising clients on new and existing products in accordance with their needs Maintain good credit control and ensure bad debt queries are dealt with efficiently and in line with company procedure Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual – use checklists and support documentation as provided by the company to assist with demonstrating compliance Handle any complaints in accordance with company procedures and regulatory requirements Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times Develop and maintain a professional working relationship with all clients and provide professional product advice and guidance Assist in developing new business enquiries Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover

Professional Development:

Conduct learning, training and assessment exercises in accordance with the individual learning scheme applicable to you. Identify further areas for your own development as required Undertake the Chartered Insurance Institute (CII) learning and development and take and pass professional qualifications to at least Certificated Cert CII level (Level 3) Attend supervision sessions, team and management meetings as appropriate Attend in-house training and external training courses as agreed

Key performance indicators:

Ensure all Key Performance Indicators are achieved (new business, renewals, cross selling) and are attained compliantly with FCA regulation

Compliance:

Be aware of and fully understand the contents of the company’s Conduct Policies, as a direct relation to the role. Ensure full compliance to the procedures contained within the manual Ensure compliance to the company’s employment policies and procedures as contained within the Employee Handbook Ensure all other company practises and procedures are followed and adhered to.

Treating Customers Fairly:

All employees are responsible for engaging with the senior management of the firm in ensuring that our customers are consistently treated fairly and for observing all of the firm’s TCF procedures

Insurer/Underwriters:

Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients Comply with the administration requirement of any given insurer Assimilate all company literature circulated by the firm or its agencies

Training Outcome:

Progression to Insurance Professional Standard with further Chartered Insurance Qualifications and handling of more complex lines of business.

Employer Description:
Family owned and run Insurance Broker established since 1967 providing insurance advice and services to individuals and businesses

Working Hours :
Monday to Friday, 09:00 – 17:00 1 hour for lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative