Apprentice Account Handler ARDONAGH ADVISORY HOLDINGS LIMITED
As an Account Handler, you will work within a team of handlers, working closely with Account Executives predominantly dealing with clients 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 nowClosing date: 31 May 2024
Apprenticeship summary
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Annual wage
£21,840.00
Once completing the apprenticeship, we will increase the salary to £25,000.
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Working week
Monday to Friday 9am to 5pm
Total hours per week: 35
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Expected duration
18 Months
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Possible start date
01 Sep 2024
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Date posted
15 Apr 2024
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Apprenticeship level
Advanced
Level 3 (A level) -
Reference number
VAC1000244314
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Positions
5 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:
- Insurance Practitioner Level 3 Apprenticeship.
- 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 dependant 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
Qualifications
Things to consider
About the employer
Employer
ARDONAGH ADVISORY HOLDINGS LIMITED
Address
Avon House
435 Stratford Road
Shirley
B90 4AA
Training
Training provider
DAVIES LEARNING SOLUTIONS LIMITED
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
Contact
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 nowClosing date: 31 May 2024