Apprentice Client Adviser
PARTNERS& LIMITED
South Molton, EX36 3BU
Closes in 27 days (Wednesday 26 February at 11:59pm)
Posted on 23 January 2025
Contents
Summary
Partners& are looking for Apprentice Client Advisers to join our team in 2025. If you’re considering a career in insurance or starting a new career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive people with a can-do attitude!
- Wage
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£21,000 a year
Minimum wage rates (opens in new tab)
Our benefits • 30 days annual leave • Private medical insurance • Group life insurance • Full sick pay • Employee assistance programme • Employer pension contribution of 6%
- Training course
- Insurance practitioner (level 3)
- Hours
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9.00am - 5.30pm, Monday to Thursday (1 hour lunch break).
9.00am - 5.00pm, Friday (1 hour lunch break).
37 hours a week
- Possible start date
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Monday 8 September
- Duration
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1 year 6 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
We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience. The purpose of this role is to own and manage relationships with identified strategic partners and deliver agreed services. Working with our key stakeholders is in the Partners& DNA and our Strategic insurer Partners are no different as they enable us to deliver the best of the market to our clients.
This key role is to deliver demonstratable good service to clients at every stage of the client journey from prospect to renewal and beyond.
Responsibilities
- To provide the highest quality service and advice to clients
- To provide administration support to colleagues in order that we deliver a demonstrably good service to clients
- Work closely with the team members to complete defined tasks in support of the client service and broking processes
- Provide demonstrable proactive service to clients, internal stakeholders and suppliers
Where you’ll work
16 East Street
South Molton
EX36 3BU
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
SKILLS EDGE TRAINING LTD
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
- Level 3 Insurance Practitioner qualification
- Fully and part funded learning and development programme that includes the Cert CII
- Develop the knowledge, skills and behaviours of successful Insurance Practitioners
- Role-specific route ways tailor the apprenticeship to the job role:
• Junior Broker - Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII study e-books and exam entries
- Resit costs for CII exams and Assessments will be covered by the employer
- Fortnightly workshops for each CII exam
- All workshops recorded and available on-demand
- Interactive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionals
- Exam tips, tricks, and strategies
- Regular tutorials and assessments with your dedicated trainer
Requirements
Essential qualifications
GCSE or equivalent in:
- 5 Subjects including Maths and English (grade 4/C or 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
- Organisation skills
- Administrative skills
- Team working
- Motivated
- Open minded
- Keen to learn
- Proactive
About this company
Partners& is an award-winning insurance broker. Having launched in 2020, our aim is to be the best advisory business in the UK. We focus on partnership with our clients and our specialties include Home, Travel, Asset, Events & Business Insurance. Partners& are nationwide with around 500 employees.
After this apprenticeship
- Partners& has a clear career framework with opportunities for progression and promotion
- Partners& also has its own academies where attendees can learn new skills and knowledge to achieve a successful career in the insurance industry
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Calvin Goodson
calvin.goodson@skillsedge.co.uk
0333 358 3559
The reference code for this apprenticeship is VAC1000296956.
Apply now
Closes in 27 days (Wednesday 26 February at 11:59pm)
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