Account Executive Apprenticeship - Insurance

Support the management of client accounts and assist in driving business growth through new client acquisition and retention strategies. Monitor and achieve performance targets, ensuring all activities comply with relevant regulatory and company guidelines. Assist in the administration and management of a variety of insurance products, ensuring accurate and efficient service delivery. Support the generation of new business leads and assist with client engagement, ensuring a strong understanding of client needs. Aid in negotiating and presenting insurance solutions, ensuring they are tailored to client requirements and offer value. Assist in closing sales and securing client coverage, ensuring effective management of client portfolios and follow-up actions. Ensure all business operations comply with regulatory frameworks and company procedures, demonstrating attention to legal and industry standards. Manage and resolve client complaints, ensuring adherence to company procedures and regulatory requirements. Engage in continuous professional development through training and assessments, proactively identifying areas for personal growth. Provide exceptional customer service by developing and maintaining strong, professional relationships with clients. Ensure compliance with the company’s policies and procedures, particularly related to business conduct, data security, and confidentiality. Build and maintain effective relationships with external stakeholders such as insurers and underwriters, supporting business objectives. Efficiently handle client communications, ensuring timely responses and professional interactions in line with company standards. Ensure compliance with data protection regulations by securely managing client and employee information. Support the organisation’s health and safety procedures, maintaining a clean and organised workspace while contributing to office operations.

Training:
Business Administrator Apprenticeship - 15 months. This consists of 6 hours a week (off-the-job training). A monthly meeting with your skills coach for two hours. All training will be completed in your place of work.

Training Outcome:

After the apprenticeship is completed (subject to review) a full time 'Insurance Account Executive' role will be offered.

Employer Description:
LBH Insurance has been established and running for 75 years. The expertise and knowledge of the staff is paramount in giving customers the level of service they deserve. Treating customers fairly is a high priority for us. As insurance agents in Southend, We carry out extensive research to find the best policies for your profession, situation, or personal circumstances.

Working Hours :
Monday to Friday, 9:00am - 5:00pm (No evenings or weekends).

Skills:
Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Logical,Initiative