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 now

Closing date: 21 Jun 2024

Apprenticeship summary

  • Annual wage


    Once completing the apprenticeship, we will increase the salary to £25,000.

  • Working week

    Monday to Friday, between 9.00am and 5.00pm.

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    01 Sep 2024

  • Date posted

    28 May 2024

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What you will do in your working day

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

The training you will be getting

You will work towards your: 

  • Senior Financial Services Customer Adviser Apprenticeship Standard Level 3
  • Certificate in Insurance (Cert CII)
  • Level 2 Functional Skills in English and maths (if required) 

Training will be via Davies, virtually, 6 hours per week off the job training. 

What to expect at the end of your 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

Communication skills, Organisation skills, Customer care skills, Presentation skills, Logical, Team working, Initiative


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

Things to consider

Background checks required.

About the employer

One of the world’s leading independent insurance brokers.




24a Gold St

Saffron Walden

CB10 1EJ

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Training provider


Adjustments for experience

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

  • training
  • qualifications, like an NVQ in a relevant field
  • industry or sector experience


John Paton

Apprenticeship standard

Senior financial services customer adviser

Level 3 (A level)

Demonstrating experience

If your application is successful, you will have a chance to discuss your relevant prior learning or experience with your training provider and employer. You will all need to agree any adjustments to your training plan.

You should be prepared to show your competence, and evidence of relevant qualifications

Employer's Application Instructions

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

Apply now

Closing date: 21 Jun 2024