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Account executive apprenticeship - insurance

Southend-on-Sea
LBH Insurance Ltd.
Account executive
Posted: 6h ago
Offer description

Summary

Are you looking to get into the insurance sector? We have a fantastic opportunity to join a long-standing company based in Southend-on-Sea. the ideal candidate will have great organisational and communication skills, a strong attention to detail, and be a real team player, to join the existing team of professional indemnity insurance specialists.

Wage

£15,704 for your first year, then could increase depending on your age

National Minimum Wage rate for apprentices

After six months - following a performance review, There will be the potential of a wage increase. After a year of employment, you will be included in the company's annual bonus structure.

Training course
Business administrator (level 3)

Hours
Monday to Friday, 9:00am - 5:00pm (No evenings or weekends).

40 hours a week

Start date

Thursday 10 July 2025

Duration

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

* Support the management of client accounts and assist in driving business growth through new client acquisition and retention strategies.
* Monitor and achieve performance targets, ensuring all activities comply with relevant regulatory and company guidelines.
* Assist in the administration and management of a variety of insurance products, ensuring accurate and efficient service delivery.
* Support the generation of new business leads and assist with client engagement, ensuring a strong understanding of client needs.
* Aid in negotiating and presenting insurance solutions, ensuring they are tailored to client requirements and offer value.
* Assist in closing sales and securing client coverage, ensuring effective management of client portfolios and follow-up actions.
* Ensure all business operations comply with regulatory frameworks and company procedures, demonstrating attention to legal and industry standards.
* Manage and resolve client complaints, ensuring adherence to company procedures and regulatory requirements.
* Engage in continuous professional development through training and assessments, proactively identifying areas for personal growth.
* Provide exceptional customer service by developing and maintaining strong, professional relationships with clients.
* Ensure compliance with the company’s policies and procedures, particularly related to business conduct, data security, and confidentiality.
* Build and maintain effective relationships with external stakeholders such as insurers and underwriters, supporting business objectives.
* Efficiently handle client communications, ensuring timely responses and professional interactions in line with company standards.
* Ensure compliance with data protection regulations by securely managing client and employee information.
* Support the organisation’s health and safety procedures, maintaining a clean and organised workspace while contributing to office operations.


Where you'll work

Rutland House 90-92
Baxter Avenue
Southend-On-Sea
SS2 6HZ


Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.


College or training organisation

RM TRAINING (UK) LIMITED


Your training course

Business administrator (level 3)


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.


Your training plan

* Business Administrator Apprenticeship - 15 months.
* This consists of 6 hours a week (off-the-job training).
* A monthly meeting with your skills coach for two hours.
* All training will be completed in your place of work.


Requirements


Desirable qualifications

GCSE in:

* English Language (grade 4-9* (C-A*))
* English Literature (grade 4-9* (C-A*))
* Maths (grade 4-9* (C-A*))

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.


Skills

* Communication skills
* Attention to detail
* Organisation skills
* Customer care skills
* Administrative skills
* Analytical skills
* Logical
* Initiative

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