Apprentice Account Handler - Everywhen (Telford)
Ardonagh Advisory
Telford (TF3 4LY)
Closes in 13 days (Wednesday 9 July 2025)
Posted on 25 June 2025
Contents
Summary
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.
- Wage
-
£22,000 a year
- Training course
- Insurance practitioner (level 3)
- Hours
-
Monday to Friday, 9.00am - 5.00pm.
35 hours a week
- Start date
-
Monday 15 September 2025
- Duration
-
1 year 6 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
Key responsibilities may include:
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
Where you'll work
Towergate House
Euston Way, Town Centre
Telford
TF3 4LY
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
DAVIES LEARNING SOLUTIONS LIMITED
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
You will work towards your:
- Insurance Practitioner Level 3 Apprenticeship.
- Certificate in Insurance (Cert CII). (if applicable)
- Level 2 Functional Skills in English and Maths (if required).
- Training will be via Davies, virtually. 6 hours per week off the job training.
Requirements
Desirable qualifications
GCSE in:
- English (grade 4 / C or above)
- Maths (grade 4 / C or above)
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
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Number skills
- Analytical skills
- Team working
- Initiative
- Patience
Other requirements
Background checks are required.
About this company
One of the world’s leading independent insurance brokers.
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.
Increased salary upon completing the apprenticeship.
Ask a question
The contact for this apprenticeship is:
DAVIES LEARNING SOLUTIONS LIMITED
The reference code for this apprenticeship is VAC1000328013.
Apply now
Closes in 13 days (Wednesday 9 July 2025)
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After signing in, you’ll apply for this apprenticeship on the company's website.