Personal Insurance Account Handler

Location
F R Ball (Insurance) Ltd 56 Frogmore Street Abergavenny NP7 5AR
Salary
Apprenticeship rates
Posted
18 Jun 2021
Closes
28 Jun 2021
Ref
1472
Specialism
Other
Sector
Unspecified
Start Date
Ongoing
Duration
Undisclosed
About the apprenticeship

Duties

• Collect information from clients new and existing to arrange quotations
• Provide advice on most suitable options and pitfalls of not running with your recommendations
• Binding Cover with insurers
• Arrange finance where requested
• Arrange postings and banking
• Monitor sales and retention rates with your line manager
• To assist other staff members with general office duties as directed by your managers.

Additional information

Working Hours 37 will be spread over 9:00am to 5:00pm, Monday to Friday with Saturday 10:00am to 12:00pm
Successful applicants will enter a fully structured and reviewed apprenticeship programme and will be trained in personal lines aspects of Insurance, Premium Financing and Yorkshire Building Society.
Successful completion will lead to further career opportunities within the firm and lead to Insurance Diploma to further your professional status.

Requirements

Skills

• Skills in negotiation and persuasion to win clients and succeed with deals
• A confident and outgoing manner to gain trust and give reassurance
• Commercial awareness and the ability to achieve sales targets
• Excellent communication skills for liaising with professional contacts
• Customer service focus to keep clients happy
• Determination, perseverance and patience
• Computer literacy
• Excellent organisational and timekeeping is essential
• Customer service focus to keep clients happy
• An understanding of marketing techniques to help the firm market, this includes the use of social media
• Full driving licence would be desirable

Qualifications

Minimum 3 GCSE or equivalent English / Welsh, Maths and another A to C

Language

Welsh Spoken Skills: No Welsh Written Skills: No

Course details

Training provider:
Apprenticeship Learning Solutions Ltd

Qualification:
Providing Financial Services Level 3

About the employer

F R Ball (Insurance) Ltd 56 Frogmore Street

Abergavenny
NP7 5AR

Disability confident

No, we are not part of the Disability Confident Scheme from the UK Department for Work and Pensions.

Please note that all apprenticeships are open to everyone. However, some organisations have worked to achieve Disability Confident accreditation. You should always apply for the apprenticeship you feel best suited to.

Interview arrangements

Interviews to be held at F R Ball (Insurance) Ltd Please send a copy of your CV to the email address listed on this vacancy to apply

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