Business Administration Apprentice - Insurance

Supporting the administrative function of the team, you will provide an administrative and client support service to clients in an accurate and timely manner. You’ll manage customer, system and office administration processes and procedures. You’ll contribute to the creation of a professional environment focused on providing excellence in quality, efficiency and service to customers.

You will learn:

Renewals – following the renewals process from start to finish (sending letters, sending terms to advisor, running quote tables, requesting discount, ensuring compliance) Supporting the business with rate review information and data refreshes Deal with general admin (calls, emails, quotes, invoices, P11D’s, claims, membership changes, post etc) Maintain accurate client records, track key deadlines and ensure documentation is prepared in line with FCA requirements and internal quality standards Collaborate with advisors and senior management to support client relationship management and business operations Training other team members on processes and procedures where required Supporting the business with other ad hoc projects as they might arise in a small, growing business Compiling renewal and switch management information for reporting to the business

Person Specification

Be able to deal effectively with a range of different tasks and projects Be able to prioritise workload Be able to work as part of a team but also use own initiative when needed Experience in developing and managing customer administration processes and procedures Experience of maintaining databases GCSE English and Maths A-C or 9-5 Great at building and maintaining relationships Professionalism Time management skills Attention to detail MS Office Confident in hosting video/face-to-face meetings with clients Self-motivated Analytical

Training:

During this advanced apprenticeship, you will learn a vast range of knowledge, skills and behaviours, covering topics such as project management, systems & processes, business structures and so much more.

You will undertake the ground-breaking Professional Apprenticeships Business Administrator Level 3 qualification. Professional Apprenticeships hold the title of Bristol and Bath Apprenticeship Training Provider of the Year for 2021. They also boast the highest Ofsted rating, which only a select few training providers in the region have.

The programme is designed to mould you into a high-level, all-rounded business professional. You will learn in detail about business communication, organisation, managing change, problem solving & much more.

These modules are designed to jump-start your career and make you stand out in an increasingly competitive field, boosting your future earning potential.

Training Outcome:

As your skills and knowledge develop, on successful completion of your apprenticeship, you will have the opportunity to progress into a permanent, progressive role within the team. Previous apprentices have gone far within the company and rest assured, you’ll be encouraged to develop and reach your full potential.

Employer Description:
Operating from new and modern offices, Excellect offer an empowering environment where you’ll have the opportunity to learn, make a difference and most importantly have fun. Expect competitive salaries and benefits after 6 months, lots of regular team activities arranged by their sports and social committee and none of the usual corporate kowtowing. Benefits include: • Health Cash Plan • Group Critical Illness • Group Life Assurance • Employee Assistance Programme • Access to Health Assessments, allergy testing and holiday discounts • Cycle to work • Birthday leave • Christmas shopping leave • Christmas shutdown leave • Sports and Social quarterly budget • Free parking spaces within a car park (if anyone enquires) • Private Medical Insurance • Travel Insurance

Working Hours :
Monday to Friday, 9am-5pm.

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