Apprentice Junior Account Executive

C & C INSURANCE BROKERS (LEEDS) LIMITED

Leeds (LS1 2JZ)

Closes on Tuesday 1 July 2025

Posted on 6 May 2025

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Summary

Join a driven and dynamic sales team as a Junior Account Executive in a one-of-a-kind apprenticeship opportunity. Fast-track your sales career with expert support and hands-on experience in the insurance industry.

Wage

£16,500 a year

Check minimum wage rates (opens in new tab)

There is the potential to increase your salary quickly, depending on your ability to achieve results in a sales environment. A bonus structure is negotiable and discretionary based on performance after completion of the 6-month probation period.

Training course
Insurance practitioner (level 3)
Hours
Your working hours will be 9.00am to 5.30pm, Monday to Friday, with a 60-minute unpaid break for lunch. Subject to the needs of the business you will be required to work outside these hours from time to time.

37 hours 30 minutes a week

Start date

Friday 1 August 2025

Duration

1 year 7 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

C&C Corporate Objectives: To provide a quality service to clients.

C&C will provide their clients with a highly professional, personalised, efficient and friendly service: To provide secure and stable products.

C&C will constantly monitor the financial performance of their suppliers and product providers: To provide value for money.

C&C aim to provide competitive financial solutions and add value at every available opportunity

Definition of Role

Act as Customer Relationship Management support function to Clients and Directors

Key Objectives

  • Always act with Integrity, due skill, care & diligence to build & maintain relationships with clients, insurance providers and suppliers
  • Pay due regard to the interests of customers and treat them fairly, identifying possible vulnerable customers
  • Observe proper standards of market conduct
  • Take and act upon instructions from clients and directors relating to the provision of insurance covers
  • Relay instructions to and from insurance providers, account handlers and suppliers
  • Check documents for accuracy prior to client issue
  • Maintain accurate client files
  • Record & document client meetings
  • Ensure company procedures are adhered to including collection of outstanding monies
  • Ongoing - continuous professional development (CPD) and maintenance of own training & development file
  • Cooperate and assist colleagues wherever possible to maintain working standards
  • Ensure compliance systems are adhered to - you must be open & cooperative with the FCA, the PRA & other regulators.
  • Act as in-house technical referral point

Key Knowledge

  • To be able to demonstrate a good knowledge and understanding of insurance policies and products
  • Knowledge of insurance principals and underlying legal principals
  • Knowledge of all C&C internal policies and procedures
  • An understanding of FCA regulations and guidelines
  • You will be required to assist and help the sales team, whilst learning the role.
  • You will be required where necessary to support any directors with sales and other administration.

Key Skills

  • Effective communication skills, verbal and written
  • Confident and effective telephone skills
  • Ability to prioritise and organise own workload
  • Ability to work supportively and jointly in team environment
  • Demonstrate suitable interpersonal skills
  • To identify suitable cross sales opportunities
  • Use judgement and experience of insurance matters to know when to seek help or advice (as per C&C knowledge referral guidelines)

IT Key Skills

  • Knowledge of Acturis computer system desirable
  • Knowledge of MS Word, MS Excel and MS Outlook
  • General keyboard skills

Where you'll work

Floor 4
2 Bond Court
Leeds
LS1 2JZ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

SKILLS EDGE TRAINING LTD

Your training course

Insurance practitioner (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
  • Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
  • Analyse data to make evidence based decisions.
  • Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
  • Apply appropriate method of communication for audience and circumstances.
  • Records, verifies, maintains and where appropriate, shares information.
  • Compliant with relevant governance, policies and procedures.
  • Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
  • Balances competing priorities in order to meet deadlines.
  • Builds and maintains positive relationships.
  • Work as part of a team to help achieve results.
  • Identify potential claims fraud and determine the correct action to prevent loss.
  • Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
  • Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
  • Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
  • Gather and interpret relevant information to provide a return on insurance decisions.
  • Match client’s needs with available insurance products and services.
  • Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
  • Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
  • Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
  • Analyse data to make evidence based decisions.
  • Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
  • Apply appropriate method of communication for audience and circumstances.
  • Records, verifies, maintains and where appropriate, shares information.
  • Compliant with relevant governance, policies and procedures.
  • Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
  • Balances competing priorities in order to meet deadlines.
  • Builds and maintains positive relationships.
  • Work as part of a team to help achieve results.

Your training plan

Insurance Practitioner Level 3 Apprenticeship Standard:

  • Your training will be completed online from your employers working address
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital CII study books and exam entries
  • Resit costs for CII exams and End-Point-Assessment will be covered by the employer
  • Fortnightly workshops for each CII exam
  • All workshops recorded and available on demand
  • Interactive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionals
  • Exam tips, tricks, and strategies
  • Regular tutorials and assessments with sector experts

More training information

  • Fully and part-funded learning and development programme that includes the Cert CII
  • Develop the knowledge, skills and behaviours of successful Insurance Practitioners


Role-specific routes tailor the apprenticeship to the job role:

  • Claims Handler/Loss Adjuster
  • Assistant Underwriter
  • Junior Broker

Requirements

Essential qualifications

GCSE in:

English and Maths (grade 4)

Desirable qualifications

A Level in:

English (grade 4)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

  • Communication skills
  • Team working
  • Initiative
  • Reliable
  • Positive
  • Tenacious
  • Hardworking
  • Strong Work Ethic
  • Honest
  • Sociable

About this company

A forward thinking independent Insurance Broker based in Leeds. C&C focus on commercial and personal insurances for businesses across the UK, with commercial, transport, private clients, healthcare and credit divisions.

https://cc-insure.com/ (opens in new tab)

After this apprenticeship

Development with further qualifications and a fast track to becoming an account executive within the insurance industry.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

01603577962

The reference code for this apprenticeship is VAC1000317747.

Apply now

Closes on Tuesday 1 July 2025

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