Apprentice Account Handler ARDONAGH ADVISORY HOLDINGS LIMITED
Ardonagh Advisory
Apprentice Account Handler ARDONAGH ADVISORY HOLDINGS LIMITED
£25000
Ardonagh Advisory, St Catherines, Lincoln
- Full time
- U
- Onsite working
- Apprenticeship programme
Posted 2 weeks ago, 3 May | Get your application in now before you miss out!
Closing date: Closing date not specified
job Ref: 890fc8403ab242c0927436d937b3a959
Full Job Description
As an Account Handler, you will work within a team of handlers, working closely with Account Executives predominantly dealing with clients renewals and queries, on a wide range of insurance products and business sectors., 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
- 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
- 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
- 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
- Insurance Practitioner Level 3 Apprenticeship Standard
- Certificate in Insurance (Cert CII)
- Level 2 Functional Skills in English and maths (if required)
- This is dependant on the apprentice
- We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake
Communication skills, Organisation skills, Customer care skills, Presentation skills, Logical, Team working, Initiative, GCSE or equivalent Maths and English (Grade C/4 or above) Essential
One of the world's leading independent insurance brokers.
You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant: - training
- qualifications, like an NVQ in a relevant field
- industry or sector experience
Relationship Building:
Renewal/New Business Support:
System Administration:
The training you will be getting
You will work towards your:
Training will be via Davies, virtually. 6 hours per week off the job training.
What to expect at the end of your apprenticeship