Commercial Insurance Administrator Apprentice

The Insurance Administrator/Broker role directly affects the sales performance and profitability of the business unit, as it is wholly responsible for the renewal of existing clients and the placing of new business or upselling with our agencies through Acturis.

It is the responsibility of the Apprentice to renew a minimum of 95% of the existing policies and ensure that we have correct agencies to facilitate new business. 

You must have a comprehensive knowledge of the appetites of our agencies and track the performance of the agency to ensure that it is fit for purpose. 

In addition, you must ensure our quotes meet the demand and needs of our clients and treat them fairly.

It will be your responsibility to meet targets and KPIs through working closely with colleagues and management to ensure that all actions fully support the businesses operational requirements in line with company brand, vision, policies, and organisational culture.

Job Responsibilities & Performance Standards:

Implement our New Business & Renewal Process. Produce a Broker Report through Acturis, which compares and contrasts the clients existing policy with the new quotes we have provided them.  It should provide the customer with various scenarios in which the policy can and can’t be used. Complete fact finds with all required information. Updating in-house, Industry specific Fact Finds as and when required. Complete required Broker Assess training to keep up to date with knowledge and fulfil FCA continuous professional development requirements. Compliance is mandatory at all times and should be adhered to 100% of the time. Produce daily, weekly, monthly reports that track both renewals & new business sales. Build strong working relationships with clients and Insurers. Hold close meetings with senior management to establish that you have agreed all the conditions of the sale prior to trying to close a sale.  Ensure you identify all potential gaps in clients insurance and cross sell all products. Use all internal systems to conduct business and educate our clients and potential clients. Desire to hit & exceed targets with a positive can do attitude. Be extremely well organized & know how to prioritize tasks.

Training:
Full training will be given leading to a recognised Business Administrator Apprenticeship Standard Level 3 Qualification Full on the job training will be delivered Off the job training will be supported by our training provider - Davidson Training UK Ltd You will complete the Functional Skills in maths and English up to and including Level 2 (if you don't already hold the equivalent) All training will be delivered within the workplace during working hours

Training Outcome:
Full position will be available after the completion of the apprenticeship

Employer Description:
At Trevellyan our goal is to provide outstanding service to our clients by finding the right insurances for their businesses. We are brokers for both business and personal insurance packages ranging from office insurance, professional Indemnity, Commercial Combined to High Net Worth buildings & contents insurance.

Working Hours :
9.00am - 6.00pm. Days TBC. You will work 9.00am - 5.00pm daily and the remaining hour will be used towards the completion of off the job training for your Apprenticeship studies.

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Motivated,Strong computer skills,Strong command of English,Strong influence,Ability to work independently,Excellent time management,Target driven,Seeking out opportunities,Resilience