Summary
Prima Energy Solutions are looking for motivated Business and Customer Service Advisor to join their team. This is a dual-role position that combines managing new business leads, ensuring data accuracy, coordinating surveys and maintaining customer satisfaction throughout the process.
Annual wage
£12,313.60 a year
Salary will be confirmed at interview with employer if successful.
Training course
Business administrator (level 3)
Hours
Working week will be confirmed with employer if successful at interview.
37 hours a week
Possible start date
Thursday 13 February
Duration
1 year 6 months
Positions available
1
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
Management and Coordination:
* Enter new business leads into customer service system and Excel databases with accurate and detailed information
* Record customer details, including address, survey data, and contact information, ensuring all fields are complete and up-to-date
* Communicate with customers to confirm eligibility for benefits, occupancy status (tenant or owner-occupier), and property history concerning insulation work
* Ensure all lead-related information is logged and tracked on Google Sheets and other systems
* Confirm customer availability and schedule surveys and appointments accordingly
* Coordinate surveys to meet all required standards and ensure conditions are met before scheduling
* Ensure the timely creation of folders and uploading of data match forms to maintain organised records
* Provide ongoing customer service, answering inquiries and addressing concerns throughout the lead management process
Customer Service and Support:
* Act as the primary point of contact for customers, providing support throughout their journey from initial inquiry to installation
* Resolve customer queries and issues promptly, offering clear, accurate information to facilitate their understanding of the process
* Manage customer expectations by providing timely updates on the status of their applications and installations
* Liaise between customers, suppliers, installers, engineers, surveyors, and other partners to ensure smooth communication and coordination of services
* Assist customers in understanding eligibility criteria, grant programmes, and installation procedures
* Follow up with customers to ensure satisfaction and escalate issues when necessary for timely resolution
Where you’ll work
Low Fold
Station Road, Steeton
Keighley
BD20 6RL
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
LUMINATE EDUCATION GROUP
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
This training plan has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.
Requirements
Essential qualifications
GCSE in:
* English (grade 4/C)
* Mathematics (grade 4/C)
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
* Highly customer-focused
* Driven to progress
* Contribute to teams success
* Adaptable
* Quick to learn new systems
* Quick to learn processes
* Strong time management
* Ability to prioritise
* Positive attitude
* Proactive attitude
* Solutions-focused attitude
* Excellent organisation
* Ability to work independently
* Strong problem-solving skills
* Attention to Detail
Other requirements
This role requires a proactive and customer-focused approach, handling both administrative and customer service tasks across multiple platforms, including Instalr, Google Drive, and Excel. The successful candidate will be responsible for liaising with customers, suppliers, installers, and other stakeholders to facilitate smooth operations while delivering exceptional service and support. The successful candidate willhave least 2 years of experience in an administrative, customer service, or coordination role, ideally within a contact centre or office environment.