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Apprentice account handler - everywhen (telford)

Telford
Getting In Limited
Account handler
Posted: 29 June
Offer description

What do you want to search? Keyword Apprenticeship Type Location


Apprentice Account Handler - Everywhen (Telford)


Apprentice Account Handler - Everywhen (Telford)

, Apply From: 27/06/2025


Learning Provider

Delivered by DAVIES LEARNING SOLUTIONS LIMITED


Employer

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Vacancy Description

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


Key Details


Vacancy Title

Apprentice Account Handler - Everywhen (Telford)


Employer Description

One of the world’s leading independent insurance brokers.


Vacancy Location

Towergate House Euston Way, Town Centre TF3 4LY


Wage Frequency

Custom


Number of Vacancies

1


Vacancy Reference Number

1000328013


Key Dates


Apply From

27/06/2025


Closing Date For Applications

2025-07-09 23:59:59


Interview Begin From


Possible Start Date

2025-09-15 00:00:00


Training


Training to be Provided

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.


Learning Provider

DAVIES LEARNING SOLUTIONS LIMITED


Skills Required

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem solving skillsAdministrative skillsNumber skillsAnalytical skillsTeam workingInitiativePatience

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