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Commercial Account Handler apprentice J TRICKETT & SON INSURANCES LTD

To provide a comprehensive SME insurance service to existing and potential customers; involving identifying customer needs and risks, providing insurance quotations, inviting and confirming renewals, dealing with mid-term changes and assisting with claims as appropriate.

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Closing date: 09 Sep 2022

Apprenticeship summary

  • Annual wage

    £19,200.00

  • Working week

    Monday till Friday 9-5

    Total hours per week: 35

  • Expected duration

    12 Months

  • Possible start date

    19 Sep 2022

  • Date posted

    27 Apr 2022

  • Apprenticeship level

    Intermediate
    Level 2 (GCSE)

  • Reference number

    VAC1000039621

  • Positions

    1 available

What will the apprentice be doing?

Provide an excellent customer service to all services. To deal promptly and efficiently with customer enquiries providing relevant information. ·       To provide new business quotations for Commercial SME  insurance on request via the computer produced quotation system or direct online quote platforms, providing relevant advice, information and guidance, whilst pointing our warranties and clauses. Identify new business sales and cross selling opportunities. To check all docs before dispatch

What training will the apprentice take and what qualification will the apprentice get at the end?

Financial Service Customer Service L2.  This will be delivered remotely on a 1:1 session & classroom environments

What is the expected career progression after this apprenticeship?

Various routes can be taken internally ie compliance/risk or insurance practitioner L3

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Analytical skills, Logical, Team working, Initiative

Qualifications

GCSE or equivalent Maths & English (Grade A-C/9-4 or equivalent) Desired

Things to consider

Travel arrangements to & from work

About the employer

James Trickett & son are an Independent Insurance Brokerage Established in 1882 Gross Written Premium £4mil 10 employees Annual bonus Incentives Well established trusted and experience.

Employer

J TRICKETT & SON INSURANCES LTD

Address

13 BANK STREET

RAWTENSTALL

ROSSENDALE

BB4 6QS

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Training

Training provider

THE GROWTH COMPANY LIMITED

Contact

Nikki Perry

nikki.perry@gceducationandskills.ac.uk.ac.uk

Apprenticeship standard

Financial services customer adviser

Level 2 (GCSE)

Before you apply

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