Junior PMI Account Executive Apprentice

Create and issue Renewal Reports in a timely manner from an existing template Issue regulatory letters using a template confirming reasons for our recommendations and client’s decisions Downloading reports from CRM system Submitting application forms to insurers Scanning documents into client’s file on CRM system Process incoming and outgoing post Answer phone in a professional manner, take messages and pass them on to the correct Account Manager Liaise with insurers to request documents and discounts

Training:
Business Administrator Level 3 Work Based Training Assessor Meetings Every 4-6 weeks

Training Outcome:

We have taken on numerous apprentices over the course of nearly 10 years, many of whom have gone on to senior account management positions, the same opportunities will be available for the right candidate upon successful completion for this apprenticeship.  

Employer Description:

At Heath Crawford, we make finding the right insurance policy simple and straightforward. As an experienced insurance broker in the UK, we specialise in tailored insurance solutions for both businesses and individuals, helping you protect what matters most to you.

Our guiding principle is simple: protect what you value. Whether it’s safeguarding your health, your business assets, or your family’s future, our team of experts are dedicated to helping you find the best coverage to meet your specific needs. We provide comprehensive options that range from corporate and startup business insurance policies to individual private health insurance and cyber liability insurance.

Working Hours :
Monday 8:30am- 5:30pm, Tuesday- Thursday 9am- 5:30pm, Friday 9am- 5pm, with one hour for lunch every day.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Number skills,Strong Work Ethic,Positive Attitude,Enjoy Working to Deadlines