Insurance Apprenticeship Programme

About the role

Account Handler Trainee 🚀

Ready to dive into the world of commercial insurance and become a client's go-to expert? We're looking for motivated individuals to join our team and learn the ropes! 🤝

What you'll do:

• Master the Basics: Get a solid understanding of commercial insurance fundamentals and the crucial role an Account Handler plays in supporting our clients. 📚
• Communicate Like a Pro: Craft clear, professional, and impactful email correspondence for both clients and insurers. 📧
• Boost Your Confidence: Develop strong communication skills through email and phone calls, helping to answer client queries and gather vital information. 📞
• Keep Things Moving: Assist in gathering and sharing the necessary information to manage policies and fulfill client requests efficiently. ✅
• Stay Organized: Support the maintenance of accurate and up-to-date client records. 📂
• Build Connections: Foster long-term relationships by providing exceptional customer service. ⭐
• Understand Policy Lifecycles: Learn how amendments and renewals of insurance policies are managed. 🔄

Key responsibilities

• Draft professional email correspondence for clients and insurers.
• Help answer client and insurer queries and gather information.
• Gather and share information needed to manage policies and support client requests.
• Support with maintaining accurate and up-to-date client records.
• Provide excellent customer service.

Entry requirements

GCSE in: (English (grade 4), Maths (grade 4))