Customer Service Apprenticeship

Key Training
Sheffield, South Yorkshire
£150 per week
05 Feb 2019
05 Mar 2019
S8 0JZ
Start Date
12-18 months

Apprenticeship summary

Working week

  • Monday-Friday, 9am-5pm Total hours per week: 37.50

Weekly wage

  • £150.00

Expected apprenticeship duration

  • 13 months

Apprenticeship level

  • Intermediate Level Apprenticeship

Vacancy description

  • Quotes/New business - Provide quotations on all product lines ensuring suitability with customers demands and needs
  • Place risks on cover and obtain/issue appropriate documentation including: Certificates
  • Policy Schedules
  • Covernotes
  • NCB proof
  • Statement of Facts (or Proposal Forms where relevant)
  • Statutory documents (IDD, TOBA, DRI etc.)
  • Renewals: Invite renewal on the best terms for the client rebroking as appropriate, renew/replace policies issuing appropriate documentation, lapse policies as appropriate
  • Mid-term adjustments/cancellation: Process mid-term adjustments/cancellations as appropriate, issue revised documentation as appropriate
  • Payments - Provide advice to clients on available payment methods, process payments, set up finance agreements as required, chase instalments due
  • Letters/memos - Issue letters to clients/Insurers as appropriate, issue memos to Insurers enclosing/requesting documentation as appropriate
  • System diaries: Use the diary system as necessary to ensure a clear audit trail, chase outstanding documentation from clients/Insurers, maintain covernote diary as required

Undertake marketing duties as required ensuring compliance with corporate and regulatory requirements including: 

  • Sending marketing material to prospective clients to generate leads
  • Contact previously insured clients in the hope of regaining lost business
  • Cold calling
  • Cross selling

Requirements and prospects

Desired skills

  • Ability to make efficient use of resources
  • High level of motivation 
  • Good social skills 
  • Attention to detail 
  • Excellent communication skills 
  • Ability to multi-task 
  • Basic numeracy and Literacy skills
  • Sound knowledge of Microsoft and Excel packages

Personal qualities

  • Ability to work independently and as part of a small and busy team
  • Responsible 
  • Punctual 
  • Efficient 
  • Be able to use own initiative 
  • Excellent telephone manner 

Desired qualifications

  • A-C GCSE or equivalent qualifications in maths and English are desirable however, not essential for this role

Future prospects

  • Progression opportunities available upon completion of the apprenticeship 

Things to consider

  • Can you get to and from this location on time on a daily basis? 
  • Can you see yourself working in this environment?