Apprentice Account Handler

Duties and responsibilities:

Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

New business Renewals Mid Term Adjustments Claims Queries

Premium financing arrangements:

Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required 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 expert product advice and guidance Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover Support the Account Executive with duties where required

Compliance:

Be aware of the contents of the company’s Guides to Best Practice and ensure a full understanding of the following subjects, as a direct relation to the role

Ensure full compliance to the procedures contained within the Guides:

Commercial business Consumer business (if applicable) Consumer Credit Complaints Contract Certainty Errors & Omissions Training and Competence Conflicts of Interest Treating customers fairly Whistle Blowing Financial Crime Data Security and General Data Protection Regulator

Record Keeping:

Ensure compliance to the company’s employment policies and procedures as contained within the Employee Handbook Ensure compliance with the Individual Conduct rules and Conduct policies Ensure all other company practices and procedures are followed and adhered to Where appropriate take responsibility for meeting the reporting requirements of the FCA Where required ensure staff are adhering to FCA compliance. Perform regular file and sales audits

Professional development:

Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for development as required Attend supervision sessions, team and management meetings as appropriate Attend in house training and external training courses as agreed

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

Administration:

Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures Maintain all computer and paper files in accordance with company standards (which should be fully compliant with FCA)

General:

Ensure the Health and Safety manual is followed and the office is kept clear and presentable, clear of obstructions at all times, ensuring that all deliveries, parcels, post and messages are given to the appropriate person promptly Undertake any other reasonable duties as directed by your line manager

Training:
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

Training Outcome:
For the right candidate, the career progresson is to to become a fully qualified Commercial Account Handler with a career with us

Employer Description:
We are a commercial and business lifestyle broker who deals in all aspects of commercial insurance ie fleet policies, commercial combined, property owners, along with insuring high net worth risks for customers. Working for us you will be exposed to many different risks and gain a vast amount of knowledge in the commercial world to have a bright future working for us.

Working Hours :
Monday - Friday, 9.00am - 5.30pm with 1 hour lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Build relationships