Baker Jayne Insurance Brokers have an excellent opportunity for an Apprentice Account Handler to join their team. You will be learning about insurance, it’s social benefits, economic benefits, protection of assets & wealth. You will assist the team in the servicing & administration of client insurances & provide a quality service to clients.

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Closing date: 31 Oct 2023

Apprenticeship summary

  • Annual wage


    Wages explained

    Apprentices are paid for their normal working hours and training that's part of their apprenticeship (usually one day per week).

    Minimum Wage Rates

  • Working week

    Monday to Friday 09:00-17:00

    Total hours per week: 37.5

  • Expected duration

    15 Months

  • Possible start date

    01 Nov 2023

  • Date posted

    01 Sep 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

You will receive a structured training programme, signed off at different stages, building knowledge and understanding. You will learn about insurance, it’s social benefits, economic benefits, protection of assets and wealth. You will be trained to be able to deal with new business, mid-term adjustments and renewals in the relevant markets in line with company procedures and practice, referring to senior colleagues.

Once you have been trained to input new business, amendments and renewals on the computer system to maintain accurate records, keeping hard-copy records on customer files in accordance with company standard procedures. 

Other duties include, but are not limited to: 

  • Carry out instructions regarding the arrangement or amendment of insurance for clients, referring the query to the appropriate person when the enquiry falls outside your own experience and knowledge
  • Provide a quality service to existing clients, covering all aspects of their insurance arrangements; to advise, review, arrange and secure the appropriate cover at a competitive premium
  • Ensure accuracy, efficiency and professionalism at all times when dealing with all clients, colleagues and insurers
  • Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience
  • Liaise with Insurers, other company staff and claims handlers when appropriate
  • Ensure the correct policy wordings are attached to certificates, including any other wording (exclusions, conditions, warranties etc.) in respect of self-issue policies
  • Makes sure all communications with insurers or customers are accurately recorded as per the company’s procedures
  • Assisting the team in the servicing and administration of client insurances, whether that is phone calls, letter writing, document production

Other duties:

  • Initially administration support to the broking team
  • Answering phone calls and distribution
  • Letter writing
  • Scanning
  • Documentation production
  • Leading on after training to (new business, renewals, quotations that are attained compliantly with FCA regulation

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

  • You will be required to attend weekly workshops at Coventry & Warwickshire Chamber of Commerce Training 
  • Business Administration Level 3

What is the expected career progression after this apprenticeship?

If successful, a full-time position may be available. 

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Problem solving skills, Presentation skills, Administrative skills, Analytical skills, Logical, Team working, Initiative, Patience


GCSE or equivalent English and maths (Grade C - A* / 4-9) Essential

Things to consider

Compliance: At all times to be aware and understand the company’s compliance policies and procedures and ensure full compliance with those relevant to the role. • Commercial Business • Transparency, commission disclosure and conflicts of interest • Treating Customers Fairly (TCF) • General conduct of business • Complaints • Training and Competence • Consumer Business Ensure all relevant business activities fully comply with FCA regulation and company procedures. Use checklists and support documentation as provided by the company to assist with demonstrating compliance. Conduct learning, training and assessment exercises in accordance with the individual Training & Competence (T&C) programme applicable to you. Identify further areas for own development as required. Promote and embed a TCF culture in all respective business areas. Ensure compliance with all other applicable legislation, including but not limited to, The Bribery Act 2010, The Data Protection Act 1998, and so on. Also to ensure that all company practises and procedures are followed and adhered to as they may apply from time to time. Security Ensure full adherence to the company’s Data Security Policy. Assume personal responsibility for personal data (client and employee) you control/manage, to ensure it is securely held and properly utilised in accordance with the principles of the Data Protection Act. Report any potential breaches, including weaknesses in current systems, to a director.

About the employer

Baker Jayne Insurance Brokers Limited provides insurance cover and risk management to a very wide range of companies and whilst the nature of those businesses is diverse, they all require individual care and a high level of personal service which is the very foundation and philosophy of our company.




Unit 7 Villiers Court

Meriden Business Park



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Training provider



Chloe Thomas

Apprenticeship standard

Business administrator

Level 3 (A level)

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