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Customer Advisor/Assistant Apprentice
, Apply From: 05/07/2025
Learning Provider
Delivered by FOCUS TRAINING (SW) LIMITED
Employer
PSP INSURANCE & FINANCIAL SOLUTIONS LTD
Vacancy Description
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
Key Details
Vacancy Title
Customer Advisor/Assistant Apprentice
Employer Description
PSP are independent advisers covering all aspects of financial planning and general insurance. PSP specialize in corporate and individual insurance protection and financial solutions. The role on offer will focus mainly on commercial general insurance products.No prior experience is required, and we are anticipating that suitable candidates are seeking their first role within the Insurance Industry. You will be given appropriate support and supervision to both carry out your job role and complete the apprenticeship. This includes providing you with opportunities to practice new skills in the work environment and delivering off-the-job training when required.
Vacancy Location
Westinsure Plymouth, Unit 18 6 Darklake View Plymouth PL6 7FB
Wage Frequency
Custom
Number of Vacancies
1
Vacancy Reference Number
1000328945
Key Dates
Apply From
05/07/2025
Closing Date For Applications
2025-08-01 23:59:59
Interview Begin From
Possible Start Date
2025-08-04 00:00:00
Training
Training to be Provided
* Full Customer Service Practitioner Standard - Level 2
* On-the-job training to support job role/development
* Off-the-job training to support qualification requirements (College attendance at Plymouth Training Centre)
* The employer will allocate dedicated training time for off-the-job training as required for the qualification
* Functional Skills support - maths/English - if required
Learning Provider
FOCUS TRAINING (SW) LIMITED
Skills Required
Communication skillsAttention to detailconfidentdeterminedWilling to learnAccuracy in written workGood time managementGood work planning skills
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