CWCT131 Business Administration Apprenticeship  

  • Sector: Business Administration
  • Salary: £6,660 per annum
  • Location: Kenilworth
  • Hours: 37.50 per week, Monday to Friday (times tbc)

Job Description

To provide administration services in the Financial Services Department and supporting IFAs to help them achieve their objectives of Treating Customers Fairly.

About the Applicant

Desired skills

  • Good listening skills
  • Good team player
  • Good with numbers
  • Eager to combine practice with theory
  • Previous work experience
  • Enthusiastic
  • Willing to learn

Personal qualities

  • Reliable
  • Confident
  • Team player
  • Eager to learn
  • Able to work on your own initiative 
  • Good personality
  • Willing to learn

Desired qualifications

Must have a good standard of education.

Future prospects

Once you have completed your Apprenticeship you will be offered a full time position within the company.

Daily Duties

  • Answer incoming telephone calls and notify your manager of the additional workload as appropriate
  • Deal with enquiries concerning new business from IFAs as described in your Job Objective
  • Provide quotations as requested (both computerised and manually) and give relevant support, information and guidance
  • Accept instructions from new clients to commence cover and complete all paperwork
  • Create client and policy records on the computer. Enter on the new business log and diary. Transmit/submit to the relevant insurer. Invoice where necessary
  • Accept instructions from existing clients to amend contracts and complete all paperwork. Transmit/submit to the relevant insurer. Update records and diary
  • Process renewals and offer alternatives if relevant. Diary if necessary
  • Deal with daily post ensuring all documents are correct before sending to clients
  • Deal with diary notes on a daily basis
  • Collect premiums or investments from visiting clients and issue receipts and other documents as necessary. Bear in mind Money Laundering requirements
  • Provide assistance to clients, their employers and IFAs
  • Provide general back up to both the personal lines and commercial lines department when necessary
  • Bear in mind the relationship that may exist with clients for general insurance services and actively engage with your colleagues in those departments to the overall benefit of the business and its’ clients
  • Assist with the induction and training of colleagues
  • Ensure that FCA Rules are understood and complied with at all times
  • Ensure that the Data Protection Act is complied with at all times