Business Administration Apprentice - Insurance
Excellect
Bristol (BS14 0BB)
Closes on Monday 22 September 2025
Posted on 20 August 2025
Contents
Summary
This is an incredible opportunity to work for a growing employee benefits company with an amazing culture and great track record of recruiting, training and progressing apprentices within the business. Duties include, writing and sending letters, updating and maintaining data and answering the telephone.
- Wage
-
£16,000 a year
- Training course
- Business administrator (level 3)
- Hours
-
Monday to Friday, 9am-5pm.
37 hours 30 minutes a week
- Start date
-
Monday 29 September 2025
- Duration
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1 year 3 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
Supporting the administrative function of the team, you will provide an administrative and client support service to clients in an accurate and timely manner. You’ll manage customer, system and office administration processes and procedures. You’ll contribute to the creation of a professional environment focused on providing excellence in quality, efficiency and service to customers.
You will learn:
- Renewals – following the renewals process from start to finish (sending letters, sending terms to advisor, running quote tables, requesting discount, ensuring compliance)
- Supporting the business with rate review information and data refreshes
- Deal with general admin (calls, emails, quotes, invoices, P11D’s, claims, membership changes, post etc)
- Maintain accurate client records, track key deadlines and ensure documentation is prepared in line with FCA requirements and internal quality standards
- Collaborate with advisors and senior management to support client relationship management and business operations
- Training other team members on processes and procedures where required
- Supporting the business with other ad hoc projects as they might arise in a small, growing business
- Compiling renewal and switch management information for reporting to the business
Person Specification
- Be able to deal effectively with a range of different tasks and projects
- Be able to prioritise workload
- Be able to work as part of a team but also use own initiative when needed
- Experience in developing and managing customer administration processes and procedures
- Experience of maintaining databases
- GCSE English and Maths A-C or 9-5
- Great at building and maintaining relationships
- Professionalism
- Time management skills
- Attention to detail
- MS Office
- Confident in hosting video/face-to-face meetings with clients
- Self-motivated
- Analytical
Where you'll work
19B Osprey Court
Hawkfield Way
Hawkfield Business Park
Bristol
BS14 0BB
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
PROFESSIONAL APPRENTICESHIPS LTD
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
During this advanced apprenticeship, you will learn a vast range of knowledge, skills and behaviours, covering topics such as project management, systems & processes, business structures and so much more.
You will undertake the ground-breaking Professional Apprenticeships Business Administrator Level 3 qualification. Professional Apprenticeships hold the title of Bristol and Bath Apprenticeship Training Provider of the Year for 2021. They also boast the highest Ofsted rating, which only a select few training providers in the region have.
The programme is designed to mould you into a high-level, all-rounded business professional. You will learn in detail about business communication, organisation, managing change, problem solving & much more.
These modules are designed to jump-start your career and make you stand out in an increasingly competitive field, boosting your future earning potential.
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C Or above)
- Maths (grade 4/C Or above)
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
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Creative
- Initiative
- Non judgemental
- Patience
About this employer
Operating from new and modern offices, Excellect offer an empowering environment where you’ll have the opportunity to learn, make a difference and most importantly have fun. Expect competitive salaries and benefits after 6 months, lots of regular team activities arranged by their sports and social committee and none of the usual corporate kowtowing. Benefits include: • Health Cash Plan • Group Critical Illness • Group Life Assurance • Employee Assistance Programme • Access to Health Assessments, allergy testing and holiday discounts • Cycle to work • Birthday leave • Christmas shopping leave • Christmas shutdown leave • Sports and Social quarterly budget • Free parking spaces within a car park (if anyone enquires) • Private Medical Insurance • Travel Insurance
After this apprenticeship
As your skills and knowledge develop, on successful completion of your apprenticeship, you will have the opportunity to progress into a permanent, progressive role within the team. Previous apprentices have gone far within the company and rest assured, you’ll be encouraged to develop and reach your full potential.
Ask a question
The contact for this apprenticeship is:
PROFESSIONAL APPRENTICESHIPS LTD
The reference code for this apprenticeship is VAC1000338076.
Apply now
Closes on Monday 22 September 2025
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