Apprentice Insurance Account Handler

About this opportunity

We have a new opportunity for an Apprentice to join the Broking team in our Harrogate branch.

As part of the Bluefin training and career progression plan, you will develop the new skills, knowledge and experience that are necessary to help you progress into an insurance Account Handling role.

You will be trained and mentored to provide excellent service to each of your clients whilst continuing to maximise client retention and ensuring that work is handled in an efficient and compliant manner.

You will be able to commence your Insurance exams starting with a Certificate in Insurance and will be fast tracked through this to complete the qualification within 18 months.

We will provide full support through this qualification and you will have the opportunity to continue beyond this level and further your career with us.

Key Accountabilities:
To work closely with the Account Executives to ensure that all client instructions and requirements are handled promptly and accurately.
Assist the Account Executive and play an active role in new business reviews
To operate in accordance with FCA and company agreed processes
To review and provide technical advice and opinion on Clients’ and Prospects’ insurance programmes.
To put together Client Prospect risk presentations to forward to Insurers and to negotiate insurance premiums and cover with Insurers in line with Client requirement.
To assist Account Executives in production of reports and summaries of insurance for clients
Client business retention by efficient and prompt handling of all matters, day to day enquiries, renewals etc
Review insurer placements to ensure that best advice is offered at all times
Offer appropriate premium payment options
Maintain and increase profit from existing client bank as evidenced by retention rates and commission
Develop strong relationships with key suppliers as evidenced by account size and profitability
Previous experience in an office environment or customer service environment is desirable but not essential.

Individuals will need excellent communication skills, work well as a team and be able to provide good customer service.

This is a great first step to enter the Insurance industry. You will learn in a supportive environment, make new friends and develop a professional career.

If you are interested in a career in insurance and have the necessary skills required then please apply today. Salary will be reviewed after 6 months, increasing to £13,000.

What you should have to apply

A-C 5 GCSEs or equivalent including Maths and English. 2 A levels desirable.

Personal Qualities

Previous experience in an office environment or customer service environment is desirable but not essential.

Skills

Self motivated
Excellent communication skills
Good organisational skills to ensure that company processes and procedures are put in place
Achieving results
Communicating, influencing and
relationship building
Forward planning
Team working.