Apprentice Customer Service Advisor

Summary

As an Apprentice Customer Services Adviser within our small team, you’ll play a key role in the success of an expanding local business, ensuring the office runs like clockwork.

Wage

£14,000 a year

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Training course

Insurance practitioner (level 3)

Hours

Monday - Friday, 09:00 - 17:00

35 hours a week

Start date

Friday 1 August 2025

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

As an Apprentice Customer Services Adviser within our small team, you’ll play a key role in the success of an expanding local business, ensuring the office runs like clockwork.

The Apprentice will be responsible for:

Supporting team members in their activities
Dealing with customer sales enquiries and provide suitable quotations to clients over the telephone and face to face
Process mid-term adjustments and inviting renewals
Working as a team to achieve financial targets through selling and servicing of products
Proactively establish customer needs so you can help them with solutions from our full product range

Where you’ll work

NFU Mutual North Lakes Appleby
Low Wiend, Appleby in Westmorland
Cumbria
CA16 6QP

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

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) (if applicable)
Level 2 Functional Skills in English and maths (if requested)
Training will be via Davies, virtually. 6 hours per week off the job training

Requirements

Essential qualifications

GCSE in:

5 subjects including English and Maths (grade A-C/8-4 or equivalent)

A Level in:

2 subjects (grade Pass)

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
Team working
Initiative

About this company

Agents of NFU Mutual Insurance Society

http://www.nfumutual.co.uk/agent-offices/appleby/ (opens in new tab)

Company benefits

Opportunity for career progression.

After this apprenticeship

Once qualified you will have the opportunity to apply to join the agency on a full time contract as a motor and personal customer service advisor, there will also be the opportunity to extend your professional qualifications and progress to advising clients on our commercial insurance products

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