Apprentice Account Handler ARDONAGH ADVISORY HOLDINGS LIMITED

As an Account Handler, you will work within a team of handlers, working closely with Account Executives predominantly dealing with clients renewals and queries, on a wide range of insurance products and business sectors., Portfolio Support

• Ensure the smooth running of assigned portfolio


• Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate


• Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate


• Deal with any initial complaints and escalate in line with company processes


Relationship Building

• Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels


• Be the first point of contact for day-to-day enquiries from internal and external stakeholders


Renewal/New Business Support

• Support the creation of presentations for both new and existing clients


• Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times


• Periodically attend client meetings with internal stakeholders as required


System Administration

• Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation


• Provide a proactive professional service for both internal and external stakeholders


• Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change


The training you will be getting

You will work towards your:

• Senior Financial Services Customer Adviser Level 3 Apprenticeship Standard


• Certificate in Insurance (Cert CII) from the Chartered Insurance Institute


• Level 2 Functional Skills in English and Maths (if required)


Training will be via Davies, virtually. 6 hours per week off the job training. This standard puts the apprentice on the pathway towards or allows them to apply for professional membership of the Chartered Banker Institute, the London Institute of Banking & Finance, the Chartered Institute of Securities and Investment or the Chartered Insurance Institute, depending on which qualification is taken.

What to expect at the end of your apprenticeship

This is dependant on the apprentice. We have robust career pathways in Sales, Leadership, Insurance and Specialist roles that the apprentice can undertake.

This apprenticeship could be an entry-level role in the business or a progression from a lower level role or apprenticeship, building on the knowledge and skills gained in that role or apprenticeship. On completion of this apprenticeship, the apprentice will be fully competent in the role and can continue to develop their career within the organisation through a range of possible pathways. This could include moving into giving advice on regulated products e.g. mortgages, becoming a specialist in an area eg complaints, or continuing in a service role.

Communication skills, Organisation skills, Customer care skills, Presentation skills, Logical, Team working, Initiative, GCSE or equivalent Maths and English (Grade C/4 or above) Essential

One of the world's leading independent insurance brokers.

You could reduce your training time, or finish your apprenticeship faster, if you have relevant prior learning or experience. This could be relevant:

• training


• qualifications, like an NVQ in a relevant field


• industry or sector experience