Apprentice Customer Services Advisor

NFU MUTUAL (SERVICE COMPANY) LIMITED

Droitwich, WR9 0PT

Closes in 12 days (Friday 11 October at 11:59pm)

Posted on 9 May 2024

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Summary

Insurance sales and customer services advisor. Speaking to existing customers about their insurance renewals. Carrying out insurance reviews and doing quotes for new house and car insurance. Full training will be given.

Annual wage
£16,000 a year

Minimum wage rates (opens in new tab)

20 days holiday plus bank holidays

Training course
Insurance practitioner (level 3)
Hours
Monday - Friday, 08:30 - 17:00

40 hours a week

Possible start date

Monday 14 October

Duration

2 Years

Positions available

2

Work

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

  • Assisting customers with insurance queries
  • Selling new NFUM insurance policies
  • Carrying our insurance reviews with customers

Where you’ll work

Unit 2, Ryelands Business Centre

Elmley Lovett

Droitwich

WR9 0PT

Training

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

College or training organisation

DAVIES LEARNING SOLUTIONS LIMITED

Your training course

Insurance practitioner (level 3)

Equal to A level

Course contents
  • Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
  • Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
  • Analyse data to make evidence based decisions.
  • Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
  • Apply appropriate method of communication for audience and circumstances.
  • Records, verifies, maintains and where appropriate, shares information.
  • Compliant with relevant governance, policies and procedures.
  • Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
  • Balances competing priorities in order to meet deadlines.
  • Builds and maintains positive relationships.
  • Work as part of a team to help achieve results.
  • Identify potential claims fraud and determine the correct action to prevent loss.
  • Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
  • Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
  • Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
  • Gather and interpret relevant information to provide a return on insurance decisions.
  • Match client’s needs with available insurance products and services.
  • Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
  • Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
  • Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
  • Analyse data to make evidence based decisions.
  • Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
  • Apply appropriate method of communication for audience and circumstances.
  • Records, verifies, maintains and where appropriate, shares information.
  • Compliant with relevant governance, policies and procedures.
  • Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
  • Balances competing priorities in order to meet deadlines.
  • Builds and maintains positive relationships.
  • Work as part of a team to help achieve results.

    • Your training plan

    • Insurance Practitioner Level 3 Apprenticeship Standard
    • Certificate in Insurance (Cert CII)
    • Training will be via Davies, virtually. 6 hours per week off the job training

    Requirements

    Essential qualifications

    GCSE or equivalent in:

    • Maths & English (grade B/6 and above)

    Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

    Skills

    • Communication skills
    • IT skills
    • Attention to detail
    • Organisation skills
    • Customer care skills
    • Problem solving skills
    • Administrative skills
    • Analytical skills
    • Team working

    Other requirements

    Own transport is required as there is no bus route.

    About this company

    An advisor working in a local office of the NFU Mutual, a large rural insurer specialising in providing a local personal service.

    After this apprenticeship

    • A permanent role may be offered depending on the successful completion of the apprenticeship
    • The role has potential to lead to an Insurance Advisor

    Ask a question

    The contact for this apprenticeship is:

    DAVIES LEARNING SOLUTIONS LIMITED

    John Paton

    dls.recruitment@davies-group.com

    The reference code for this apprenticeship is VAC1000249933.

    Apply now

    Closes in 12 days (Friday 11 October at 11:59pm)

    When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.