Apprentice Junior Account Executive

C&C Corporate Objectives: To provide a quality service to clients.

C&C will provide their clients with a highly professional, personalised, efficient and friendly service: To provide secure and stable products.

C&C will constantly monitor the financial performance of their suppliers and product providers: To provide value for money.

C&C aim to provide competitive financial solutions and add value at every available opportunity

Definition of Role

Act as Customer Relationship Management support function to Clients and Directors

Key Objectives

Always act with Integrity, due skill, care & diligence to build & maintain relationships with clients, insurance providers and suppliers Pay due regard to the interests of customers and treat them fairly, identifying possible vulnerable customers Observe proper standards of market conduct Take and act upon instructions from clients and directors relating to the provision of insurance covers Relay instructions to and from insurance providers, account handlers and suppliers Check documents for accuracy prior to client issue Maintain accurate client files Record & document client meetings Ensure company procedures are adhered to including collection of outstanding monies Ongoing - continuous professional development (CPD) and maintenance of own training & development file Cooperate and assist colleagues wherever possible to maintain working standards Ensure compliance systems are adhered to - you must be open & cooperative with the FCA, the PRA & other regulators. Act as in-house technical referral point

Key Knowledge

To be able to demonstrate a good knowledge and understanding of insurance policies and products Knowledge of insurance principals and underlying legal principals Knowledge of all C&C internal policies and procedures An understanding of FCA regulations and guidelines You will be required to assist and help the sales team, whilst learning the role. You will be required where necessary to support any directors with sales and other administration.

Key Skills

Effective communication skills, verbal and written Confident and effective telephone skills Ability to prioritise and organise own workload Ability to work supportively and jointly in team environment Demonstrate suitable interpersonal skills To identify suitable cross sales opportunities Use judgement and experience of insurance matters to know when to seek help or advice (as per C&C knowledge referral guidelines)

IT Key Skills

Knowledge of Acturis computer system desirable Knowledge of MS Word, MS Excel and MS Outlook General keyboard skills

Training:

Insurance Practitioner Level 3 Apprenticeship Standard:

Your training will be completed online from your employers working address Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital 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 sector experts

Training Outcome:

Development with further qualifications and a fast track to becoming an account executive within the insurance industry.

Employer Description:
A forward thinking independent Insurance Broker based in Leeds. C&C focus on commercial and personal insurances for businesses across the UK, with commercial, transport, private clients, healthcare and credit divisions.

Working Hours :
Your working hours will be 9.00am to 5.30pm, Monday to Friday, with a 60-minute unpaid break for lunch. Subject to the needs of the business you will be required to work outside these hours from time to time.

Skills:
Communication skills,Team working,Initiative,Reliable,Positive,Tenacious,Hardworking,Strong Work Ethic,Honest,Sociable