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Customer Advisor/Assistant Apprentice PSP INSURANCE & FINANCIAL SOLUTIONS LTD

An exciting new role for an enthusiastic and reliable individual to assist a very busy customer/client based service team. You will be responsible for liaising with existing and potential new clients to promoting company products both face to face and over the phone.

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Closing date: 14 Oct 2022

Apprenticeship summary

  • Annual wage


  • Working week

    Monday - Friday - 9am - 5pm (1 hour unpaid lunch break)

    Total hours per week: 35

  • Expected duration

    12 Months

  • Possible start date

    17 Oct 2022

  • Date posted

    17 Aug 2022

  • Apprenticeship level

    Level 2 (GCSE)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

The role is to provide customer/client service support and assistance to a busy sales team.  This will involve processing renewal instructions and mid-term changes to insurance policies, dealing with questions and queries from clients and insurers, keeping business records up to date, checking documents to ensure they are correct and corresponding with clients in a compliant and timely manner.  Other tasks will include;

  • Assisting with inbound and outbound telephone calls/enquiries to both clients and business contacts
  • Providing guidance to customers/clients through quotation requests
  • Ensuring business records are kept up to date
  • Photocopying, filing and scanning of documents and any other business/office admin tasks as necessary.

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

  • Full Customer Service Practitioner Standard - Level 2
  • On The Job training to support job role/development
  • Off The Job training to support qualification requirements (College attendance)
  • Employer will allocate dedicated training time for Off The Job training as required for the qualification.
  • Functional Skills support - Maths/English - if required

What is the expected career progression after this apprenticeship?

There are full time employment/progression opportunities available upon successful completion of the Level 2 qualification.

Requirements and prospects

Desired skills and personal qualities

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


GCSE or equivalent English (Grade A*/9 - C/4) Desired
GCSE or equivalent Mathematics (Grade A*/9 - C/4) Desired

Things to consider

Part of qualification will require College attendance to support Off The Job training requirements (currently one full day per month and College is based at Marsh Mills, Plymouth, so access to own vehicle would be an advantage.

About the employer

PSP are independent advisers covering all aspects of general insurance. PSP specialize in corporate and individual insurance protection. The role will focus mainly on commercial general insurance products. A lack of knowledge of insurance is not a disadvantage as full training will be provided by the company,




Unit 2

Saltash Parkway Industrial Estate


PL12 6LF

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Training provider



Trevor Barnes

07836 536590

Apprenticeship standard

Customer service practitioner

Level 2 (GCSE)

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