Junior PMI Account Executive Apprentice

HEATH CRAWFORD LTD

Watford (WD17 1ET)

Closes in 16 days (Monday 16 February 2026 at 11:59pm)

Posted on 19 January 2026

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Summary

Office-based role supporting insurance advisers with renewals, regulatory letters and administration. Requires strong organisation, communication and attention to detail. Bonus and benefits after probationary period is served.

Wage

£18,000 a year

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Bonus and benefits after probation is served.

Training course
Business administrator (level 3)
Hours
Monday 8:30am- 5:30pm, Tuesday- Thursday 9am- 5:30pm, Friday 9am- 5pm, with one hour for lunch every day.

37 hours 30 minutes a week

Start date

Tuesday 17 February 2026

Duration

1 year 9 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

  • Create and issue Renewal Reports in a timely manner from an existing template
  • Issue regulatory letters using a template confirming reasons for our recommendations and client’s decisions
  • Downloading reports from CRM system
  • Submitting application forms to insurers
  • Scanning documents into client’s file on CRM system
  • Process incoming and outgoing post
  • Answer phone in a professional manner, take messages and pass them on to the correct Account Manager
  • Liaise with insurers to request documents and discounts

Where you'll work

Heath Crawford Ltd
Iveco House
Station Road
Watford
WD17 1ET

Training

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

Training provider

INTEC BUSINESS COLLEGES LIMITED

Training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
  • Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
  • Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
  • Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
  • Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
  • Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
  • Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
  • Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Training schedule

  • Business Administrator Level 3
  • Work Based Training
  • Assessor Meetings Every 4-6 weeks

Requirements

Desirable qualifications

GCSE in:

Mathematics & English (grade 9-4 (A*- C))

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Number skills
  • Strong Work Ethic
  • Positive Attitude
  • Enjoy Working to Deadlines

About this employer

At Heath Crawford, we make finding the right insurance policy simple and straightforward. As an experienced insurance broker in the UK, we specialise in tailored insurance solutions for both businesses and individuals, helping you protect what matters most to you.

Our guiding principle is simple: protect what you value. Whether it’s safeguarding your health, your business assets, or your family’s future, our team of experts are dedicated to helping you find the best coverage to meet your specific needs. We provide comprehensive options that range from corporate and startup business insurance policies to individual private health insurance and cyber liability insurance.

http://www.heathcrawford.co.uk (opens in new tab)

After this apprenticeship

We have taken on numerous apprentices over the course of nearly 10 years, many of whom have gone on to senior account management positions, the same opportunities will be available for the right candidate upon successful completion for this apprenticeship.  

Ask a question

The contact for this apprenticeship is:

INTEC BUSINESS COLLEGES LIMITED

The reference code for this apprenticeship is VAC2000009461.

Apply now

Closes in 16 days (Monday 16 February 2026 at 11:59pm)