Apprentice Financial Services Administrator

Provide daily administrative tasks—filing, scanning, photocopying, banking, processing premium payments, handling mail and calls Maintain and update client/policy records using CRM and back‑office systems Support processes such as new business, renewals, mid‑term adjustments, and claims Liaise with insurers, product providers, and clients to process requests and communications Prepare annual review materials, letters, and email correspondence Ensure customer files meet compliance standards; escalate any complaints immediately Manage instalment/credit provisions and support claims administration with the Claims Team

Training:

You will attend 1 day per week with our Training Provider, Skills North East, either remotely or on-line. Working towards a Level 3 Financial Services Administrator apprenticeship standard.

Training Outcome:

Possible progression within the company.

Employer Description:
Crosby Insurance Brokers have provided exceptional service to individuals and businesses seeking comprehensive insurance for over 30 years. Established in 1991, their Insurance Brokerage is an industry leader in handling business and commercial property insurance. With unparalleled experience and in-depth knowledge of the insurance industry, Crosby Insurance Brokers are well-equipped to offer a level of guidance with expert advice that is unmatched by competitors.

Working Hours :
Monday - Friday 9am - 5 pm

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