Apprentice Personal Lines/Small Package Insurance Account Handler
About this opportunity
Daulby Read Ltd Personal are looking for an apprentice insurance account handler. You will initially be dealing with the following types of insurance: home, motor, travel, shop, offices and other small business categories.
This role consists of providing a professional and efficient service to all customers through the promotion and recommendation of products in accordance with the customer needs.
Daily activities will include:
• Ensuring bad debt queries are dealt with efficiently and in line with company procedure
• Ensuring all business activity fully complies with FCA regulation and company procedures as detailed in the compliance manual
• Using the checklist and support documentation as provided by the company to assist with demonstrating compliance
• Handling any complaints in accordance with company procedures and regulatory requirements
• Conducting learning, training and assessment exercises
• Identifying further areas for own development as required
• Maintaining a professional working relationship with all clients and ensuring expert advice in all areas of business
• Actively securing renewal business by re-broking existing business to ensure the client is presented with the most suitable and cost-effective cover
• Increasing the use of in-house premium finance from insurer schemes
• Any other duties as required
What you could go on to do:
You could progress on the level 4 apprenticeship programme.
How you will be supported:
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role.
What will happen next:
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
• More about this vacancy and any others you are suitable for
• Any training you need to complete
• What the next steps will be
How you could get there:
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take.
What you should have to apply
5 GCSEs grade C/4 and above including maths and English
Personal Qualities
• Enthusiastic
• Punctual
• Presentable
• Willing to work as part of a team or on your own
• Good attention to detail
Skills
• Interpersonal skills – dealing with colleagues, clients and suppliers including good telephone and written communication
• Basic computer skills - Word and Excel experience useful but not essential
Location
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