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

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 30 Jun 2023

Apprenticeship summary

  • Annual wage


    Once completing the apprenticeship, we will increase the salary to £23,000.

  • Working week

    Monday to Friday 9am to 5pm.

    Total hours per week: 37.0

  • Expected duration

    18 Months

  • Possible start date

    01 Sep 2023

  • Date posted

    28 Apr 2023

  • 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:

  • Senior Financial Services Customer Adviser Level 3
  • Level 2 Functional Skills in English and maths (if required)

What is the expected career progression after this apprenticeship?

This is dependant on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Team working, Initiative


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

Things to consider

Background checks required.

About the employer

One of the world’s leading independent insurance brokers.




31a St James Street

King's Lynn

PE30 5DJ

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Training provider



John Paton

Apprenticeship standard

Senior financial services customer adviser

Level 3 (A level)

Employer's Application Instructions

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 30 Jun 2023