Summary
The purpose of this role profile is to outline the key responsibilities, tasks and standards expected within the role detailed above. All staff have a responsibility to act with integrity within their limits of authority and in a compliant manner with all applicable regulation at all times.
Wage
£13,741 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Training course
Business administrator (level 3)
Hours
Monday - Friday 9am - 5pm
35 hours a week
Start date
Monday 5 May 2025
Duration
1 year 3 months
Positions available
1
Work
Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.
What you’ll do at work
Duties and responsibilities will include:
* Acquire and maintain knowledge of both NFU Mutual and NFU Mutual’s General Insurance products, including product licences and competencies for your role as applicable
* Support the agency, covering other roles as needed to maintain required levels of customer service within authority limits and to contribute to the effective and efficient running of the agency
* Maintain record keeping requirements for your role in accordance with NFU Mutual standards
* Perform other duties or projects as assigned by Agent / Business Manager
* Selling, reviewing and advising (where appropriate) on customer general insurance. Maintain own knowledge and skills to sell professionally and compliantly, delivering a consistently good experience to customers to meet the requirements and standards of NFUM, T&C scheme and our regulators
* Identify and initiate cross-selling opportunities and activities to new and existing customers
* Administer all customer instructions to meet NFU Mutual completion and compliance standards
* Produce correspondence to required timeframes and quality standards
* Deliver and contribute to the effective and efficient running of the Agency including managing and directing correspondence, processing renewals, stationery and filing, to maintain customer relationships, to enhance and protect NFU Mutual’s reputation and brand
* Act as life introducer to obtain opportunities for life qualifier and meet agency target
Where you’ll work
UNIT 4 ELLIOTT
ST. JOHNS ROAD
MEADOWFIELD IND EST
DURHAM
DH7 8PN
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
ITEC NORTH EAST LIMITED
Your training course
Business administrator (level 3)
Equal to A level
Course contents
* Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
* Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
* Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
* Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
* Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
* Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
* Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
* Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.
Your training plan
Level 3 Business Administrator Apprenticeship Standard which includes:
Level 2 Functional Skills in maths and English (if required)
End-Point Assessment (EPA)
Via your ITEC tutor and on-the-job training, you'll get the opportunity to learn:
* IT
* Record and document production
* Decision making
* Interpersonal skills
* Communication
* Quality
* Planning and organisation
* Project management
* Relevant regulation
* Policies
* External environment factors
Requirements
Essential qualifications
GCSE or equivalent in:
* English (grade 4)
* Maths (grade 4)
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
* Logical
* Team working