Business and Client Support Apprentice

PSP INSURANCE & FINANCIAL SOLUTIONS LTD trading as ATOM INSURANCE BROKERS

Somerset, TA1 2PX

Closes in 10 days (Saturday 9 November at 11:59pm)

Posted on 8 October 2024


Summary

An exciting new role for an enthusiastic and reliable individual to assist a very busy customer/client-based service team. You will be responsible for liaising with existing and potential new clients to promoting company products both face to face and over the phone.

Annual wage
£15,750 a year

Minimum wage rates (opens in new tab)

Training course
Business administrator (level 3)
Hours
Monday - Friday, 9.00am - 5.00pm (1-hour unpaid lunch break)

35 hours a week

Possible start date

Monday 11 November

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

The role is to provide customer/client service support and assistance to a busy sales team. This will involve processing renewal instructions and mid-term changes to insurance policies, dealing with questions and queries from clients and insurers, keeping business records up to date, checking documents to ensure they are correct and corresponding with clients in a compliant and timely manner. 

Other tasks will include:

  • Assisting with inbound and outbound telephone calls/enquiries to both clients and business contacts
  • Providing guidance to customers/clients through quotation requests
  • Ensuring business records are kept up to date
  • Photocopying, filing and scanning of documents and any other business/office admin tasks as necessary

Where you’ll work

Blackdown House

Blackbrook Park Avenue

Taunton

Somerset

TA1 2PX

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

FOCUS TRAINING (SW) 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 Business Administrator Apprenticeship Standard - Level 3
    • On -the-job training to support job role/development
    • Employer will allocate dedicated training time for off-the-job training as required for the qualification
    • Functional Skills support - maths/English - if required

    Requirements

    Desirable qualifications

    GCSE or equivalent in:

    • English (grade A*/9 - C/4)
    • Mathematics (grade A*/9 - C/4)

    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
    • Customer care skills
    • Analytical skills
    • Team working
    • Initiative

    About this company

    PSP are independent advisers covering all aspects of general insurance. PSP specialise in corporate and individual insurance protection. The role will focus mainly on commercial general insurance products. A lack of knowledge of insurance is not a disadvantage as full training will be provided by the company,

    After this apprenticeship

    There are full-time employment/progression opportunities available upon successful completion of the Level 3 qualification with many different career routes available, all of which will be supported by additional training and mentoring.

    Ask a question

    The contact for this apprenticeship is:

    FOCUS TRAINING (SW) LIMITED

    Trevor Barnes

    trevor.b@tftg.org

    07836 536590

    The reference code for this apprenticeship is VAC1000281156.

    Apply now

    Closes in 10 days (Saturday 9 November at 11:59pm)

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