Apprentice Account Handler 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.
This apprenticeship requires you to apply through the employer's website.
Apply nowClosing date: 30 Jun 2023
Apprenticeship summary
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Annual wage
£20,000.00
Once completing the apprenticeship, we will increase the salary to £23,000.
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Working week
Monday - Friday between 9.00am - 5.00pm.
Total hours per week: 37.0
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Expected duration
18 Months
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Possible start date
01 Sep 2023
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Date posted
09 May 2023
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000161429
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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
- Cert CII
- Level 2 Functional Skills in English and maths (if required)
What is the expected career progression after this apprenticeship?
- This is dependent 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
Qualifications
Things to consider
About the employer
Employer
ARDONAGH ADVISORY HOLDINGS LIMITED
Address
Silkwood Park
7 The Office Village
Wakefield Ossett
WF5 9TJ
Training
Training provider
DAVIES LEARNING SOLUTIONS LIMITED
Contact
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 nowClosing date: 30 Jun 2023