Entry Level Insurance Advisory Assistant

Job purpose
The Trainee Insurance Advisor Apprenticeship is designed to provide comprehensive training and hands-on experience in the insurance industry. The apprentice will learn about various insurance products, customer service techniques, and sales strategies while working under the guidance of experienced professionals.
Key Responsibilities:
Customer Interaction: Assist in handling customer inquiries, providing information about insurance products, and addressing customer concerns.
Sales Support: Support the sales team by preparing quotes, processing applications, and following up with clients.
Policy Management: Help manage and update customer insurance policies, ensuring all information is accurate and up-to-date.
Training and Development: Participate in training sessions and workshops to gain knowledge about insurance products, industry regulations, and sales techniques.
Administrative Tasks: Perform general administrative duties such as data entry, filing, and maintaining records.
What will I learn?
You will learn how to thrive in a busy office environment, how to work with our bespoke IT Systems and gain confidence in your role in the business.
What qualifications or qualities are required?
Self-motivated with an appetite for continued learning and development.
Highly customer focused, with customer service work experience desirable.
Computer literate along with accurate and speedy keyboard skills.
Effective time management and prioritisation skills.
Educated to Higher Level preferred
National 5 qualifications (Absolute) & 2 Highers (Preferred).
Maths or English must be present.
Job Types: Full-time, Apprenticeship
Pay: £12,500.00-£16,000.00 per year
Schedule:
8 hour shift
Monday to Friday
Work Location: In person
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