Apprentice Account Handler - Everywhen (Winnersh)

Key responsibilities may include:

Portfolio Support

Ensure the smooth running of assigned portfolio Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping the Account Executive/Broker informed as appropriate Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate Deal with any initial complaints and escalate in line with company processes

Relationship Building

Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels Be the first point of contact for day-to-day enquiries from internal and external stakeholders

Renewal/New Business Support

Support the creation of presentations for both new and existing clients Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times Periodically attend client meetings with internal stakeholders as required 

System Administration

Ensure client records are accurate in the respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation Provide a proactive professional service for both internal and external stakeholders Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change

Training:

You will work towards your:

Insurance Practitioner Level 3 Apprenticeship. Certificate in Insurance (Cert CII) (if applicable) Level 2 Functional Skills in English and Maths (if required)

Training will be via Davies, virtually, 6 hours per week off-the-job training.

Training Outcome:

This is dependent on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.

Increased salary upon completing the apprenticeship.

Employer Description:
One of the world’s leading independent insurance brokers.

Working Hours :
Monday to Friday between 9.00am – 5.00pm.

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Non judgemental,Patience