Customer Advisor/Assistant Apprentice

The role is to provide customer service support and assistance to a busy sales team. This will involve processing renewal instructions and mid-term changes to insurance policies, dealing with questions and queries from clients and insurers, keeping business records up to date, checking documents to ensure they are correct and corresponding with clients in a compliant and timely manner. Other tasks will include:

Gather information from your clients, assessing their insurance needs and risk profile Research insurance companies’ policies and negotiate to find the most suitable cover Ensure that your clients understand the terms and cover provided Manage your client's needs throughout the policy life to include any amendments Advise your clients on whether and when they should claim and provide support Advise your clients on risk management and how to mitigate risk Build and maintain ongoing relations with your clients Win new clients Collect insurance premiums and process accounts

Training:
Full Customer Service Practitioner Standard - Level 2 On-the-job training to support job role/development Off-the-job training to support qualification requirements (College attendance at Plymouth Training Centre) The employer will allocate dedicated training time for off-the-job training as required for the qualification Functional Skills support - maths/English - if required

Training Outcome:
There are full-time employment/progression opportunities available upon successful completion of the Level 2 qualification

Employer Description:
PSP are independent advisers covering all aspects of financial planning and general insurance. PSP specialize in corporate and individual insurance protection and financial solutions. The role on offer will focus mainly on commercial general insurance products. No prior experience is required, and we are anticipating that suitable candidates are seeking their first role within the Insurance Industry. You will be given appropriate support and supervision to both carry out your job role and complete the apprenticeship. This includes providing you with opportunities to practice new skills in the work environment and delivering off-the-job training when required.

Working Hours :
Monday - Friday, between 9.00am - 5.00pm (1 hour unpaid lunch break).

Skills:
Communication skills,Attention to detail,confident,determined,Willing to learn,Accuracy in written work,Good time management,Good work planning skills


  • Location: Westinsure Plymouth, Unit 18 6 Darklake View Estover PL6 7FB
  • Type: Permanent
  • Recruiter: FOCUS TRAINING (SW) LIMITED
  • Posted: 02-Jul-2025
  • Posted on: findapprenticeship.service.gov.uk