About the job
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J BLOOMER H LANFORD , MARK WHEELER, MARK RYDER

Work with customers over the phone and by email to offer insurance solutions varying business and personal needs.

What you will do

  • Processing midterm adjustments and changes to client records and policies ensuring the highest possible levels of customer service
  • Probing for gaps in cover that could leave a client open to a claim and making relevant recommendations to ensure that they are fully protected
  • Generating leads and new business through consistent cross selling and customer service
  • Meeting all monthly, quarterly and annual KPIs and targets

Training

  • Insurance Professional Level 4
  • CII Dip in Insurance - through the apprenticeship, delivered by Davies remotely
  • Licenced in NFU Mutual Products
  • Training will be office based through our inhouse learning portal
  • Could be either once a week or block

After the apprenticeship

Permanent member of the team.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Logical
  • Team working
  • Initiative
  • Non judgemental
  • Patience

Qualifications

  • Essential: GCSE, English (grade 4/C or above)
  • Essential: GCSE, Maths (grade 4/C or above)

Things to consider

DBS basic check.

Benefits

  • Growth opportunities
  • Wellness programmes
  • Company perks
  • Regular social events

About the employer

Insurance & Finance

Apprenticeship details

  • Course: Insurance professional (level 4), Legal, finance and accounting
  • Apprenticeship level: Higher (level 4)
  • Training provider: DAVIES LEARNING SOLUTIONS LIMITED
  • Expected duration: 2 Years
  • Hours: 40 hours a week. Working week: Monday - Friday, 9am - 5.30pm
  • Start date: 30 November 2026
  • Positions available: 4
  • Wage: £16,640 to £26,436.80 a year
  • Other locations: Aylesbury, HP18 9LS

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