Insurance Practitioner Apprenticeship

Summary

To support Momentum Appointed Representatives in developing their business by: Assisting them in the conversion of new business, service of existing accounts and retention of renewals. Supporting the other team members as required. Providing administration support as necessary.

Annual wage: £15,000 a year
Minimum wage rates (opens in new tab)
Training course: Insurance practitioner (level 3)
Hours: Monday - Thursday, 8.45am to 5.15pm. Friday, 8.45am to 5.00pm.
37 hours a week
Possible start date: Monday 14 October
Duration: 2 Years
Positions available: 3

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

Respond positively to all enquiries received from AR’s, AR Clients and underwriters in a courteous and helpful manner.
Develop effective working relationships with AR’s and underwriters
Ensure that Acturis records are created and/or maintained for all clients.
Ensure that renewals are processed according to documented procedures and within appropriate timescales.
Ensure all outstanding actions are recorded appropriately within the system diary and followed up accordingly.
Provide administration support to team members as required.
Complete administration duties as required including issuing invoices and insurance documents.
Liaise with accounts department to assist with the credit control process.
Assist AR’s with claim notifications.
Ensure that any enquiries that are not within your skill set or experience are quickly referred and followed up.

In addition:

Assist other team members with any duties to ensure smooth running of the office.
Handle enquiries from potential AR’s effectively
Promote the services of Momentum
Other duties and responsibilities as may be required.

Where you’ll work

PRESS HOUSE

22-23 NARBOROUGH WOOD PARK

DESFORD ROAD

ENDERBY

LE19 4XT

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

You will work towards your:

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

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

Requirements

Desirable qualifications

GCSE in:

Maths and English (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
Team working
Non judgemental

About this company

Insurance Broker. Single site/office in Enderby.

https://momentumsolutions.co.uk/ (opens in new tab)

Company benefits

Comprehensive company benefits package.

After this apprenticeship

Upon completion of the apprenticeship you will attain ‘Broker’ Job Title and become a competent and skilled account handler.

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 VAC1000269292.

Apply now

Closes in 25 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.

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