Apprentice Account Handler

Summary

The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of commercial insurance. Ensuring a quality service is provided to all clients in accordance with their needs and requirements.

Wage: £18,000 a year
Minimum wage rates (opens in new tab)
Training course: Insurance practitioner (level 3)
Hours: Monday - Friday, 9.00am - 5.30pm with 1 hour lunch.
37 hours 30 minutes a week
Possible start date: Monday 2 June
Duration: 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

Duties and responsibilities:

Ensure accuracy, efficiency and professionalism when dealing with both client and insurer and conducting related administration work:

New business
Renewals
Mid Term Adjustments
Claims
Queries

Premium financing arrangements:

Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice
Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for own development as required
Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times
Develop and maintain a professional working relationship with all clients and provide expert product advice and guidance
Actively secure renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost effective cover
Support the Account Executive with duties where required

Compliance:

Be aware of the contents of the company’s Guides to Best Practice and ensure a full understanding of the following subjects, as a direct relation to the role

Ensure full compliance to the procedures contained within the Guides:

Commercial business
Consumer business (if applicable)
Consumer Credit
Complaints
Contract Certainty
Errors & Omissions
Training and Competence
Conflicts of Interest
Treating customers fairly
Whistle Blowing
Financial Crime
Data Security and General Data Protection Regulator

Record Keeping:

Ensure compliance to the company’s employment policies and procedures as contained within the Employee Handbook
Ensure compliance with the Individual Conduct rules and Conduct policies
Ensure all other company practices and procedures are followed and adhered to
Where appropriate take responsibility for meeting the reporting requirements of the FCA
Where required ensure staff are adhering to FCA compliance. Perform regular file and sales audits

Professional development:

Conduct learning, training and assessment exercises in accordance with the individual T&C scheme applicable to you. Identify further areas for development as required
Attend supervision sessions, team and management meetings as appropriate
Attend in house training and external training courses as agreed

Insurer/Underwriters:

Develop and maintain effective and valuable relationships with insurers and underwriters for the benefit of the company and its clients
Comply with the administration requirement of any given insurer
Assimilate all company literature circulated by the firm or its agencies

Administration:

Prioritise all client communication and ensure it is actioned in a timely way and in accordance with company procedures
Maintain all computer and paper files in accordance with company standards (which should be fully compliant with FCA)

General:

Ensure the Health and Safety manual is followed and the office is kept clear and presentable, clear of obstructions at all times, ensuring that all deliveries, parcels, post and messages are given to the appropriate person promptly
Undertake any other reasonable duties as directed by your line manager

Where you’ll work

UNIT 7

SILKWOOD PARK

FRYERS WAY

OSSETT

WF5 9TJ

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

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:

Claims Handler/Loss Adjuster
Assistant Underwriter
Junior Broker
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII study books and exam entries
Resit costs for CII exams and End-Point-Assessment 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:

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
Attention to detail
Organisation skills
Build relationships

About this company

We are a commercial and business lifestyle broker who deals in all aspects of commercial insurance ie fleet policies, commercial combined, property owners, along with insuring high net worth risks for customers. Working for us you will be exposed to many different risks and gain a vast amount of knowledge in the commercial world to have a bright future working for us.

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

After this apprenticeship

For the right candidate, the career progresson is to to become a fully qualified Commercial Account Handler with a career with us

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Paige Waistell

paige.waistell@skillsedge.co.uk

0333 358 3559

The reference code for this apprenticeship is VAC1000297560.

Apply now

Closes on Wednesday 30 April

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