Sales Support Apprentice

Summary

This is an opportunity for a fantastic administrator to join a friendly, professional, successful team at a well-established independent insurance brokerage based in Watford, Hertfordshire. Heath Crawford provides essential advice to small and medium-sized business and private clients enabling 80% of clients to save money with our advice.

Annual wage

£18,000 a year

Minimum wage rates (opens in new tab)

Salary will be between £18,000 and £20,000 per annum.

Training course

Business administrator (level 3)

Hours

Monday - Friday, 9.00am - 5.30pm, with an hour for lunch.

37 hours a week

Possible start date

Tuesday 10 December

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

Create and issue Renewal Reports in a timely manner from an existing template
Issue regulatory letters from a template confirming reasons for our recommendations and client’s decisions
Downloading reports from CRM
Submitting application forms to insurers
Scanning documents into client’s file on CRM
Process incoming and outgoing post
Answer phone in a professional manner, take messages and pass them on to Account Manager
Liaise with insurers to request documents and discounts

The ideal candidate will have a strong work ethic, be well-organised, have excellent communication skills and have strong attention to detail. They will have a positive attitude and enjoy working to deadlines.

Where you’ll work

Heath Crawford Ltd

Iveco House

Station Road

Watford

WD17 1ET

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

INTEC BUSINESS COLLEGES 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

Business Administrator Level 3 Apprenticeship Standard
End Point Assessment
Functional Skills training (if necessary)

Requirements

Essential qualifications

Other in:

Use of Microsoft Office (Excel, Word & Outlook) (grade Proficient)

Desirable qualifications

GCSE or equivalent in:

English (grade 9-4 (A*-C))
Mathematics (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
IT skills
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Analytical skills
Logical
Friendly
Energetic
Proactive
Conscientious

Other requirements

The ideal candidate will have a strong work ethic, be well-organised, have excellent communication skills and strong attention to detail. They will have a positive attitude and enjoy working to deadlines.

About this company

At Heath Crawford we make finding the perfect insurance policy easy, with tailored insurance cover for both businesses and individuals. Our guiding principle is ‘protect what you value’ and our expert team can create the bespoke policy you need, whether it’s corporate or startup business insurance, individual private health insurance or cyber liability insurance. Whether it is protecting your business assets, your personal valuables or the health of your family, we believe that with the right financial protection in place you can go forward with confidence. We compare thousands of policies from the UK’s leading insurers so you can be certain you have the best policy for your needs at the right price. We take the time and hassle out of comparing insurance policies – it is our responsibility to make sure our recommendation is right for you.

http://www.heathcrawford.co.uk (opens in new tab)

After this apprenticeship

Career progression is available for the right candidate upon completion of the apprenticeship
6 apprentices have joined Heath Crawford over the past 5-years and all have progressed into CII-Qualified Account Managers
Profit-share (historically 15% of salary paid as bonus quarterly)
Once probation passed we pay for Private Medical Insurance & Dental Insurance

Ask a question

The contact for this apprenticeship is:

INTEC BUSINESS COLLEGES LIMITED

Linsay Marie Narborough

linsay.narborough@intecbusinesscolleges.co.uk

01788514276

The reference code for this apprenticeship is VAC1000287090.

Apply now

Closes in 25 days (Monday 9 December at 11:59pm)

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