Apprentice Account Broker
Responding to enquiries from clients, brokers and underwriters in a courteous and helpful manner and ensuring that all information required by clients or underwriters is obtained and communicated
Dealing with actions attaching to existing and new clients on all matters pertaining to their account
Updating files and upgrading information on the electronic back-office system
Chasing overdue premiums
To comply at all times with the FCA’s 12 Principles For Business
To comply at all times with the requirements of the firm’s own procedures, the Financial Services and Markets Act 2000 and FCA regulations
To be aware of, and to follow at all times, the firm’s policy on Treating Customers Fairly and FCA Code of Conduct (COCON)
Training:
You will access your traning online from your employers site address
Training Outcome:
Opportunity to progress with further CII exams to develop technical knowledge
Employer Description:
Insurance services, including commercial and tailored insurance solutions.
Working Hours :
Monday - Friday, 9.00am - 5.00pm (one hour unpaid lunch break)
Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative