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Apprentice account handler

St Austell
Rowett Insurance Broking Limited
Account handler
Posted: 21h ago
Offer description

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Helping small businesses reach more people through thoughtful web design and marketing.

Everywhen Emerging Careers Apprenticeship Programme

If you are an enthusiastic, motivated individual searching for a role that offers genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

Purpose of the Role, may include:

Provide support to assigned Account Executive/portfolio in the day to day running of the client portfolio, including setting up all appropriate actions for renewal. Act as the first point of contact for all client/insurer queries/issues as they arise. Maintain relationships with existing clients and build relationships with new ones.

Key Responsibilities, may include:

* 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

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

What do we offer in return?

We offer a competitive salary and bonus scheme, combined with a benefits package which can be personalised to suit your needs continuous training and development opportunities to progress your career with an ambitious and growing company. We also fully understand that everyone is different, and everyone have different priorities, so we offer flexible working that works for you and Everywhen.

The starting salary for the role is up to £22,222 in line with National Minimum Wage and your pay will increase once fully qualified through the apprenticeship programme.

Apply here: https://lnkd.in/dhSiz5KD


Seniority level

* Seniority level

Internship


Employment type

* Employment type

Internship

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