Administration Apprentrice Country Life Insurance Brokers Limited

This is an excellent opportunity to learn all aspect of Insurance. You will develop your sales skills and assist staff with administration duties. All training will be provided.

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Closing date: 17 Nov 2017

Apprenticeship summary

  • Annual wage

    £10,000.00

  • Working week

    Monday to Friday, 9am to 5pm

    Total hours per week: 35.00

  • Apprenticeship duration

    18 months

  • Possible start date

    23 Nov 2017

  • Date posted

    07 Sep 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number

    VAC001306453

  • Positions

    1 available

General overview:

  • To provide administrative support to the account executives and account handlers.
  • Management of day-to-day duties such as incoming and outgoing post, diary, chasing up of documents from clients and insurers, cross checking accuracy of information on documents/records.
  • Telephone calls relevant to the position and level of training/competency.
  • To actively learn and continually improve knowledge of insurance subjects and their relevance.
  • To be aware of FSA requirements pertinent to your job.

Duties will include:

  • Open, sort, stamp and distributing of daily post and cheques to correct departments. Sort, frank and post letters daily.
  • Tying up daily post and emails with files for actioning.
  • To assist all departments with day to day tasks such as, photocopying, scanning,  letters, emails checking details on documents, making telephone calls, inputting client and policy data onto our dedicated insurance software client records system (full training will be given on this).
  • Answering the phone and taking messages where necessary. At a later date you will be able to assist with certain queries yourself.
  • To undergo any necessary FSA compliant training and to adhere to FSA regulations when dealing with customers and paperwork.
  • Updating of shared folder content such as updating contact information for insurance companies, new business management information, updating renewal lists.
  • Collating information and relevant actions for Sanction searches.
  • Updating the Motor Insurance Database.
  • Taking and typing up of minutes for staff meetings.

Requirements and prospects

Desired skills

  • IT Competency
  • Numeracy
  • Good written and spoken English

Personal qualities

  • Positive attitude
  • Communication
  • Teamwork
  • Self Development
  • Planning and Organising
  • Creativity and Innovation
  • Determination

Qualifications required

To be able to achieve Level 1 Maths, English and ICT (this will be assessed at interview).

If these qualifications are not met we can offer alternative courses.

Future prospects

If the applicant in successful they can go on to a Level 3 Apprenticeship or into further training or employment.

Things to consider

If you do not have the relevant qualifications, First Rung can support you with this.

About the employer

Country Life Insurance Brokers has been arranging insurance policies for Individuals and Businesses for over 20 years. Looking after the needs of a huge variety of clients across Buckinghamshire, Hertfordshire and London, our staff have tackled everything from the everyday to the extraordinary.

Employer

Country Life Insurance Brokers Limited

Address

Suite B

Tower House Latimer Park

Chesham

HP5 1TU

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Training provider

  • Level 2 Business and Administration
  • Level 2 Technical Certificate
  • Level 1/2 Functional Skills in English, Maths, and ICT (where applicable)
  • Employee Rights and Responsibilities (ERR)
  • Personal Learning and Thinking Skills (PLTS)

Apprenticeship framework

Business and Administration

Training provider

FIRST RUNG LIMITED

Applications for this apprenticeship are being processed by FIRST RUNG

Contact

Beverley Woodhouse 07805980150 bwoodhouse@firstrung.org.uk


Before you apply

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Closing date: 17 Nov 2017