Apprentice Insurance advisor

Summary

Sell various types of insurance policies to individuals and/or businesses on behalf of insurance companies, including Motorhome, Caravan, Car, Home, Travel, Medical Insurance and Hire.

Annual wage: £13,312 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: Monday to Friday 9am - 5pm.
40 hours a week
Possible start date: Tuesday 1 October
Duration: 1 Year 9 Months
Positions available: 1

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

Discussion with prospective and existing clients to obtain data about their needs, and to discuss any existing policy cover
Explain features, advantages and disadvantages of various policies to promote sale and renewal of insurance schemes
Ensure that policy requirements are fulfilled, and the completion of any appropriate forms
Calculate premiums using the system and establish payment method
Perform administrative tasks, such as maintaining records and handling policy renewals
Select the product that offers type of cover best suited to the client’s needs and offer alternatives where appropriate
Attend training sessions to learn about new products and services and to maintain competencies in accordance with FCA requirements
Where appropriate, carry out other reasonably assigned tasks within the company
Admin duties
Checking and maintaining the daily renewal cycle
Auditing and spot-checking renewal process
Ordering of office stationery and subsistence supplies and ensuring appropriate stock levels are maintained. Keep order records up to date (Excel)

Where you’ll work

Comfort House

8 Goresbrook Road

Dagenham

RM9 6UR

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

BARKING AND DAGENHAM COLLEGE

Your training course

Business administrator (level 3)

Equal to A level

Course contents

Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.

Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.

Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.

Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.

Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.

Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.

Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.

Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Your training plan

You will attend Barking & Dagenham College one day a week.

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 4)

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
Administrative skills
Number skills
Analytical skills
Logical
Team working
Initiative
Patience

Other requirements

Can you attend Barking & Dagenham College 1 day a week?

About this company

Sell various types of insurance policies to individuals and/or businesses on behalf of insurance companies, including Motorhome, Caravan, Car, Home, Travel, Medical Insurance and Hire

After this apprenticeship

Potential future employment within the industry.

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