Apprentice Insurance Broker with Alan & Thomas Insurance Group

Location
SP8 5FB, Dorset
Salary
£240.34 per week
Posted
12 Aug 2019
Closes
26 Aug 2019
Specialism
Finance
Sector
Insurance
Start Date
Immediate
Duration
18-24 months

Job duties include:

  • Assist Account Handlers/Advisers/Account Executives/ Claims Team with administration support on a daily basis including general enquiries, renewals, mid-term adjustments, obtaining quotations, filing, photocopying and accounting procedures as requested
  • Deal with customer service (i.e. non advice) enquiries from clients, insurers and other third parties in a professional and timely manner.
  • Manage administration of client renewals, including renewal documentation; renewal quotations and accounting procedures ensuring FCA deadlines are adhered to.
  • Assist in preparation of sales and renewal documentation including client letters, renewal and final reports as applicable.
  • Administer mid-term adjustments.
  • Input data onto the office systems.
  • Maintain an efficient diary system including age debtors lists, accounts queries, chasing documentation and renewal terms
  • Liaise with insurers and other third parties regarding the administration of client’s insurance
  • needs.
  • Develop good working relationships with key Insurer personnel
  • Adhere to Training & Competence scheme requirements.
  • Adhere to FCA requirements
  • Any other duty as reasonably requested.
  • Embrace and comply with company values.

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