Summary
Are you looking for a career in the financial services sector with a rapidly growing specialist insurance provider? If you are, and you enjoy a fast-paced environment, then this opportunity is for you! Acting as the first point of contact for our customers, you will provide product advice, gather and process information, and manage queries.
Wage
£17,270 a year
Apprentices will have the ability to increase their salary to between £24,255 and £27,876, on-target earnings, after they have finished the apprenticeship, subject to performance.
Training course
Financial services customer adviser (level 2)
Hours
Monday to Friday, 9.00am to 5.30pm
37 hours 30 minutes a week
Possible start date
Monday 17 February
Duration
1 year
Positions available
8
Work
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
What you’ll do at work
As part of your role, you will:
* Take calls from clients, providing advice and guidance on insurance products
* Collect information from the customer and record it on the Client Management System
* Request supporting evidence, where necessary
* Review the information provided to ensure it complies with the conditions of the product being purchased
* Liaise with colleagues from other areas of the organisation to deal with any questions quickly and efficiently
* Handle complaints where necessary
* Provide exceptional customer service
* Adhere to the legal requirements, industry regulations and company policies
Where you’ll work
Acorn Insurance
12 Hanover street
Liverpool
L1 4AA
Training
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation
WORKPAYS LIMITED
Your training course
Financial services customer adviser (level 2)
Equal to GCSE
Course contents
* Customer Service: Delivers excellent service, identifying and meeting or exceeding customer requirements. Supports customers in the use of digital solutions. Initiates contact with customers and builds relationships with them when appropriate. Identifies customer needs and refers where appropriate. Supports the company contribution to the local community, getting involved in activities and building a local network, where appropriate.
* Delivering Results: Uses company systems and processes to deliver services to customers, Takes the initiative to meet agreed individual and team performance measures in line with company policy, Values, standards and regulatory requirements. Plans and organises their work to meet commitments and performance measures.
* Teamwork: Consistently supports colleagues and collaborates to achieve results. Builds and maintains strong working relationships with own team and other parts of the organisation they deal with. Supports others in the team. Aware of own role within the team and their impact on others.
* Communication: Deals effectively with customers and colleagues, showing good interpersonal skills and the ability to communicate well through a range of media e.g. phone, face to face, email, social media. Avoids jargon and uses the correct technical terms where appropriate. Listens well to understand customer needs and is able to adapt their style to their audience.
* Problem solving: Works to deliver the best customer outcome, in line with company policy, regulation and best practice when handling problems and complaints. Escalates as appropriate.
* Continuous improvement: Identifies opportunities to improve performance and service; acts on them within the authority of their role. Successfully implements changes that are required.
Your training plan
Your apprenticeship will be delivered at your place of work. You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues.
More training information
Workpays is an award-winning training provider that specialises in financial services apprenticeships. We put the learner at the heart of our programmes to ensure they can build industry-leading knowledge and skills, achieve their personal and professional objectives, and reach their potential.
Our programmes are delivered flexibly on a part-time basis. We run monthly masterclasses that focus on the knowledge, skills and behaviours required by the standard, supported by 1:1 coaching sessions, and recommended off-the-job training.
Requirements
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Customer care skills
* Problem solving skills
* Administrative skills
* Team working
* Non judgemental
* Patience
* Relationship building
* Trustworthy
* Reliable