Commercial Insurance Administrator Apprentice

Summary

We are looking for an apprentice that has the ability to learn, ambitious and extremely hard working. The role will suit a motivated administrator with a high degree of attention to detail and a keen interest in working in the Commercial Insurance Brokerage Industry.

Wage: £13,936 a year
Minimum wage rates (opens in new tab)
Training course: Business administrator (level 3)
Hours: 9.00am - 6.00pm. Days TBC. You will work 9.00am - 5.00pm daily and the remaining hour will be used towards the completion of off the job training for your Apprenticeship studies.
40 hours a week
Possible start date: Monday 10 March
Duration: 1 year 1 month
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

The Insurance Administrator/Broker role directly affects the sales performance and profitability of the business unit, as it is wholly responsible for the renewal of existing clients and the placing of new business or upselling with our agencies through Acturis.

It is the responsibility of the Apprentice to renew a minimum of 95% of the existing policies and ensure that we have correct agencies to facilitate new business.

You must have a comprehensive knowledge of the appetites of our agencies and track the performance of the agency to ensure that it is fit for purpose.

In addition, you must ensure our quotes meet the demand and needs of our clients and treat them fairly.

It will be your responsibility to meet targets and KPIs through working closely with colleagues and management to ensure that all actions fully support the businesses operational requirements in line with company brand, vision, policies, and organisational culture.

Job Responsibilities & Performance Standards:

Implement our New Business & Renewal Process.
Produce a Broker Report through Acturis, which compares and contrasts the clients existing policy with the new quotes we have provided them. It should provide the customer with various scenarios in which the policy can and can’t be used.
Complete fact finds with all required information. Updating in-house, Industry specific Fact Finds as and when required.
Complete required Broker Assess training to keep up to date with knowledge and fulfil FCA continuous professional development requirements.
Compliance is mandatory at all times and should be adhered to 100% of the time.
Produce daily, weekly, monthly reports that track both renewals & new business sales.
Build strong working relationships with clients and Insurers.
Hold close meetings with senior management to establish that you have agreed all the conditions of the sale prior to trying to close a sale.
Ensure you identify all potential gaps in clients insurance and cross sell all products.
Use all internal systems to conduct business and educate our clients and potential clients.
Desire to hit & exceed targets with a positive can do attitude.
Be extremely well organized & know how to prioritize tasks.

Where you’ll work

2nd Floor, Jack Dash House

2 Lawn Cl,

London

E14 9YQ

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

DAVIDSON TRAINING UK 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

Full training will be given leading to a recognised Business Administrator Apprenticeship Standard Level 3 Qualification
Full on the job training will be delivered
Off the job training will be supported by our training provider - Davidson Training UK Ltd
You will complete the Functional Skills in maths and English up to and including Level 2 (if you don't already hold the equivalent)
All training will be delivered within the workplace during working hours

Requirements

Essential qualifications

GCSE in:

English (grade A*- C or 4-9)

Desirable qualifications

GCSE or equivalent in:

Maths (grade A*- C or 4-9)

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
Attention to detail
Organisation skills
Customer care skills
Administrative skills
Team working
Initiative
Motivated
Strong computer skills
Strong command of English
Strong influence
Ability to work independently
Excellent time management
Target driven
Seeking out opportunities
Resilience

Other requirements

This is a fantastic role opportunity within a very progressive company. For this role, you will need: • A consultative style approach with a confident and friendly telephone manner. • Excellent work ethic, ambition, and desire to succeed. • A good sense of humour - we are a friendly team and work hard to create a positive office culture and environment. • Brilliant Time Keeping. • Willing to learn and take training seriously to succeed and achieve.This is your gateway to exciting opportunities in the insurance brokerage industry. As a leading brokerage firm, we are committed to attracting and nurturing top talent. Join our dynamic team and embark on a rewarding career that combines innovation, expertise, and client-centricity. At Trevellyan Insurance Brokers, we provide a supportive and collaborative work environment where you can thrive and make a meaningful impact. With access to cutting-edge tools and resources, you’ll have the opportunity to develop professionally and contribute to our mission of delivering exceptional insurance solutions to our valued clients. Take the next step in your journey and become part of our success story.

About this company

At Trevellyan our goal is to provide outstanding service to our clients by finding the right insurances for their businesses. We are brokers for both business and personal insurance packages ranging from office insurance, professional Indemnity, Commercial Combined to High Net Worth buildings & contents insurance.

https://trevellyaninsurance.com/ (opens in new tab)

After this apprenticeship

Full position will be available after the completion of the apprenticeship

Ask a question

The contact for this apprenticeship is:

DAVIDSON TRAINING UK LIMITED

Gemma Barr

gemmabarr@davidsontraining.com

07399586723

The reference code for this apprenticeship is VAC1000300105.

Apply now

Closes in 12 days (Friday 7 March at 11:59pm)

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