At Heath Crawford, we make finding the perfect insurance policy easy, with tailored insurance cover for both businesses and individuals. Our guiding principle is ‘protect what you value’ and our expert team can create the bespoke policy you need, whether it’s corporate or startup business insurance, individual private health insurance, or cyber liability insurance. Whether it is protecting your business assets, your personal valuables, or the health of your family, we believe that with the right financial protection in place, you can go forward with confidence. We compare thousands of policies from the UK’s leading insurers so you can be certain you have the best policy for your needs at the right price. We take the time and hassle out of comparing insurance policies – it is our responsibility to make sure our recommendation is right for you.
Responsibilities:
* Create and issue Renewal Reports in a timely manner from an existing template
* Issue regulatory letters from a template confirming reasons for our recommendations and client’s decisions
* Download reports from CRM
* Submit application forms to insurers
* Scan documents into client’s file on CRM
* Process incoming and outgoing post
* Answer phone in a professional manner, take messages, and pass them on to Account Manager
* Liaise with insurers to request documents and discounts
Benefits:
* Career progression is available for the right candidate upon completion of the apprenticeship
* 6 apprentices have joined Heath Crawford over the past 5 years and all have progressed into CII-Qualified Account Managers
* Profit-share (historically 15% of salary paid as bonus quarterly)
* Once probation passed, we pay for Private Medical Insurance & Dental Insurance
Qualifications:
* Business Administrator Level 3 Apprenticeship Standard
* End Point Assessment
* Functional Skills training (if necessary)
The ideal candidate will have a strong work ethic, be well-organised, have excellent communication skills, and have strong attention to detail. They will have a positive attitude and enjoy working to deadlines.
Monday - Friday, 9.00am - 5.30pm, with an hour for lunch.
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