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Apprentice Insurance Broker

Employer
Wiser Academy
Location
Torquay, Devon
Salary
From £9,379.50 to £18,438.03 per year
Closing date
2 Jul 2023

View more

Specialism
Finance
Sector
Insurance
Role Type
Apprenticeship
Start Date
Ongoing
Duration
Permanent

Job Details

Are you a school or college leaver seeking an exciting new career opportunity?

Have you considered a career in insurance? Did you know that insurance is one of the most thrilling and prosperous sectors to work in?

If you are looking to build a successful career that challenges you, then this could be the role for you.

We are working with our client, who are an independent insurance broker specializing in insurance for sports professionals, commercial and personal lines, and are seeking driven and ambitious individuals to join their team.

As an Apprentice Insurance Broker you will receive full training to support you to become successful in your role. You will work as part of a team and individually to ensure that customers are handled in a friendly, useful, and professional manner and any customer enquiries, payments, mid-term adjustments, cancellations and complaints are handled in accordance with company procedures and regulatory requirements.

You will provide support to the relevant sales departments, this will include searching the market to obtain quotes that suit clients demands and needs. To attend relevant training sessions within your development plan.

Customer Service:

  • Provide help and advice to customers over the telephone, by e-mail or face-to-face
  • Investigate and solve customers’ problems and complaints within the required timescales.
  • Complete and process, mid-term adjustments ensuring the correct additional/return premiums are calculated and collected, following the correct processes and procedures whilst applying the relevant fees are per the company’s terms of business agreement.
  • Complete and process, cancellations ensuring the correct additional/return premiums are calculated and collected, following the correct processes and procedures whilst applying the relevant fees are per the company’s terms of business agreement.
  • Complete and process, late disclosures ensuring the correct additional/return premiums are calculated and collected, following the correct processes and procedures whilst applying the relevant fees are per the company’s terms of business agreement.
  • Deliver excellent customer service by responding swiftly to queries and concerns from clients.
  • Respond to enquiries from clients, brokers and underwriters received by phone, letter or e-mail in a courteous and helpful manner and ensure that all information required by the client or underwriters are obtained and communicated.

Sales:

  • Identify all potential cross sales and up sell opportunities, referring to other departments where necessary.
  • Assist and support in the generation of new leads and enquiries

Administration:

If the quote is accepted verbally, issue written confirmation, providing full details of cover, enclosing proposal(s) for completion (if applicable) and the “Terms of Business” document.

Issue policy documents and update client records.

The Advisor will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.

  • Follow the appropriate process for chasing all documents
  • Validate and process all documents received by clients
  • Monitor, check and process any documents received from insurers.
  • Ensure that the system records are created for mid-term adjustments, cancellations and enquiries are updated following all client contacts.
  • Search the panel of insurers to ensure sales advisors are delivering quotes that match a client’s demands and needs

As an apprentice, you will combine work and study as you work towards completing your Level 3 Insurance Practitioner apprenticeship program and achieve your Certificate in Insurance (a highly regarded qualification in the insurance sector).

If this role sounds like the ideal opportunity for you then apply today to avoid disappointment.

Company

Wiser Academy is an Ofsted Outstanding training provider who specializes in apprenticeships training within the insurance industry. We are the only training provider in the insurance space acknowledged “Outstanding” by Ofsted. We deliver well-rounded professional development apprenticeship programmes focusing on the Knowledge, Skills & Behaviors required for individuals to be successful in an insurance career and ensure effective learning, meaningfully developing these skills.

 

Our Robust curriculum meets the apprenticeship standards and the common needs of an insurance business.

 

We are results-focused and committed to excellence. Our training is designed to unleash learners’ potential by covering the broadest possible range of insurance products from basic entry level to complex and specialist.

 

What sets us apart from other providers within the insurance space is that we evolved from a large insurance broker, which has provided us with valuable insight into the daily operations of an insurance business. We understand the many challenges and opportunities faced by businesses and reflect that in the development of our training programmes. All our trainers are professionals from the industry, having worked in insurance themselves, and are passionate and committed to our learners success. We provide weekly live interactive training sessions – mix it up with virtual and face to face(at employer location). This is more than most training providers offer.

 

Company info
Website
Telephone
+44 1264 317517
Location
Suite 3,
Norman Court Barns
Norman Court Lane, Clatford
Andover
Hampshire
SP11 7HB
United Kingdom

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