Personal Lines Account Handler Apprentice Bale

To provide support to personal lines clients to ensure conversion of new business, service of existing accounts and retention of renewals to achieve company income targets in accordance with company procedures and regulatory requirements.

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Closing date: 01 Oct 2017

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday - Friday

    Total hours per week: 35.00

  • Apprenticeship duration

    12 months

  • Possible start date

    09 Oct 2017

  • Date posted

    09 Dec 2016

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

Respond to enquiries from clients, brokers and underwriters received by phone, letter, e-mail or fax in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated. Complete the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs. Using the information gathered, determine which Insurers will provide the most competitive rates for the covers required. Obtain quotations, using quotation system, rating guides or by referring to insurers. Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs. Discuss any “additional” covers to ensure that all insurance requirements are satisfied. If the quote is accepted verbally, the jobholder will issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the “Terms of Business” document. Issue invoices and policy documents and update client records. The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues. Maintain the system for raising renewals, which should be actioned 4-6 weeks before renewal date. Manage the departmental diary system and produce renewal documentation. Scrutinise new business documents received from insurers and pass to Administration section for processing. Handle referrals in respect of renewals, where appropriate. Ensure that the client files and system records are created for new business and updated following all client contacts. Liase with accounts department and branch manager to ensure that credit control rules are followed and that cash flow objectives are achieved. Chase and receive payments by cheque, credit card and direct debit for new business, renewals and policy amendments. Issue receipt documents and send renewal documents. Other duties and responsibilities as may be required by the Branch Manager / Managing Director.

Requirements and prospects

Desired skills

Good spoken and written communication skills The ability to solve problems A high level of accuracy and attention to detail A clear and professional telephone manner Good IT skills, able to use the usual Office IT packages

Personal qualities

You will have an interest in insurance An interest in business and finance Good organisational skills and able to manage your own time The ability to work to strict deadlines Honesty and discretion.

Qualifications required

You will have an interest in insurance An interest in business and finance Good organisational skills and able to manage your own time The ability to work to strict deadlines Honesty and discretion.

Future prospects

Become qualified and Diversify into other products

About the employer

Bale Insurance Brokers were established in 1972 and we remain committed to our founding principles of offering professional, unbiased advice on a wide range of insurance products for businesses and individuals




109A King Richards Road



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Training provider

Level 3 NVQ Certificate in Providing Financial Services (QCF) Personal Learning and Thinking Skills Transferable and Functional Skills: Math’s Level 1 and English Level 2 CII Certificate in Insurance, Legal and Regulatory (IF1) or City & Guilds Level 2 Certificate in Customer Service Employment Rights and Responsibilities (ERR)

Apprenticeship framework

Providing Financial Services

Training provider


Applications for this apprenticeship are being processed by BABINGTON BUSINESS COLLEGE LIMITED


Adam Kemp 01332 345450

Before you apply

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Closing date: 01 Oct 2017