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Apprentice Account Handler (Insurance) ARDONAGH ADVISORY HOLDINGS LIMITED

As an Account Handler, you will work within a team of handlers, working closely with Account Executives predominantly dealing with client's renewals and queries, on a wide range of insurance products and business sectors.

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Closing date: 17 Feb 2023

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday 9am to 5pm

    Total hours per week: 35.0

  • Expected duration

    12 Months

  • Possible start date

    20 Feb 2023

  • Date posted

    13 Dec 2022

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

Portfolio Support:

  • Ensure the smooth running of assigned portfolio.
  • Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate.
  • Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate.
  • Deal with any initial complaints and escalate in line with company processes.

Relationship Building:

  • Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels.
  • Be the first point of contact for day-to-day enquiries from internal and external stakeholders.

Renewal/New Business Support:

  • Support the creation of presentations for both new and existing clients.
  • Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times.
  • Periodically attend client meetings with internal stakeholders as required.

System Administration:

  • Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation.
  • Provide a proactive professional service for both internal and external stakeholders.
  • Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change.

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

You will work towards your:

  • Insurance Practitioner Level 3 Apprenticeship.
  • Certificate in Insurance (Cert CII).
  • Level 2 Functional Skills in English and Maths (if required).

What is the expected career progression after this apprenticeship?

Upon completing the apprenticeship, we will take on the employee on a permanent basis and increase the salary to £23,000.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Organisation skills, Problem solving skills


GCSE or equivalent Maths and English (Grade C/4 and above) Essential

Things to consider

Background checks required.

About the employer

One of the world’s leading independent insurance brokers.




2nd Floor Front Wing, Olympus House

Olympus Avenue

Tachbrook Park

CV34 6BF

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Training provider



John Paton

Apprenticeship standard

Insurance practitioner

Level 3 (A level)

Before you apply

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