An exciting new role for an enthusiastic and reliable individual to assist a very busy customer/client-based service team. You will be responsible for liaising with existing and potential new clients to promote company products both face to face and over the phone.
The role is to provide customer service support and assistance to a busy sales team. This will involve processing renewal instructions and mid-term changes to insurance policies, dealing with questions and queries from clients and insurers, keeping business records up to date, checking documents to ensure they are correct and corresponding with clients in a compliant and timely manner. Other tasks will include:
* Gather information from your clients, assessing their insurance needs and risk profile
* Research insurance companies’ policies and negotiate to find the most suitable cover
* Ensure that your clients understand the terms and cover provided
* Manage your client’s needs throughout the policy life to include any amendments
* Advise your clients on whether and when they should claim and provide support
* Advise your clients on risk management and how to mitigate risk
* Build and maintain ongoing relations with your clients
* Win new clients
* Collect insurance premiums and process accounts
About You
* Mathematics (grade A*/9 – C/4)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
* Confident
* Determined
* Willing to learn
* Good time management
Other requirements
Part of the qualification will require college attendance to support off-the-job training requirements (currently one full day per month and the college is based at Marsh Mills, Plymouth, so access to your own vehicle would be an advantage.
For the full detail of this apprentiship role please visit: https://www.findapprenticeship.service.gov.uk/apprenticeship/reference/1000328945
We are happy to make reasonable adjustments that might be needed during the recruitment process, and we will ask if there are any such requirements if you are invited to an interview.
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