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:

• Insurance Practitioner Level 3 Apprenticeship


• Certificate in Insurance (Cert CII)


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