Apprentice Account Handler

Summary

An exciting opportunity to work for an established and independent insurance business based in Hereford. You will learn the different aspects of the business including commercial insurance with the potential of spending time in our close protection and security department. You will study Business Administrator Level 3 Standard.

Annual wage: £11,648 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: 9.00am - 5.00pm, Monday - Friday, 1 hour for lunch unpaid. Please note we do not work Bank Holidays.
35 hours a week
Possible start date: Monday 25 November
Duration: 1 year 4 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

Working with Account Executives to service their clients including Renewals, New Business and Mid Term Adjustments
Email and Letter writing
System administration
Face to Face and Telephone work
General Office Administration
Office support tasks including post etc.
Full training provided

Where you’ll work

25 St Nicholas Street

Hereford

HR4 0BG

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

HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION LIMITED

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

Formal training is delivered at HWGTA, located in Hereford (HR4 9SX).
You will receive a training plan that is specific to your qualification, with sessions that are delivered through a combination of face-to-face and remote.
You will receive monthly visits from your assigned Learning and Development Specialist, who will set you work, monitor your development and wellbeing, and discuss training sessions. They will also prepare you for your End Point Assessment to gain your Business Administrator level 3 qualification.
There is also a five-day teambuilding residential trip that is held in the spring of each year offered to all apprentices on programme.

Requirements

Essential qualifications

GCSE or equivalent in:

English and Maths (grade 9-4/A*-C)

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
Positive
Enthusiastic
Motivated to learn new things
Honest
Reliable
Forthcoming
Great attention to detail
Confident communicator
Computer literate

Other requirements

This vacancy could close sooner if a suitable candidate is found.

About this company

Clarke Jeffreys Insurance has been trusted to provide insurance solutions for businesses large and small for over 20 years in Herefordshire and beyond. CJ Insurance has never rested on its laurels; the business was founded by Jeff and Denise Clarke in 1993 in the spare bedroom of their home and rapidly grew, leading to Jeff taking their first office space, and quickly taking on 2 members of staff. Jeff’s son James joined the business in 2000 as a Personal Lines Handler. Due to the office location in Hereford, 2005 saw James receiving a significant amount of enquiries from ex-Special forces who were moving into the private security sector and struggling to find anyone who understood the type of specialised insurance that they needed. James and his wife Helen took over ownership of the business in 2013 and continue to run and grow the business. In 2023 CJ relocates to larger offices where they continue to look after existing and new client's insurance needs.

https://www.cj-insurance.co.uk/about (opens in new tab)

After this apprenticeship

For the right person, there is potential to progress to an Account Handler and further with time.

Ask a question

The contact for this apprenticeship is:

HEREFORDSHIRE AND WORCESTERSHIRE GROUP TRAINING ASSOCIATION LIMITED

Lisa Wilkinson

Lisa.wilkinson@hwgta.org

01432 377002

The reference code for this apprenticeship is VAC1000283122.

Apply now

Closes in 23 days (Friday 15 November at 11:59pm)

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