Apprentice Underwriter

Ardonagh; Harrogate; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Harrogate seeks an enthusiastic individual to support client portfolio management. Your role will involve acting as the first point of contact for clients, maintaining relationships, and ensuring accurate records in the CRM system. This position offers a competitive salary starting at £22,932, with opportunities for further development and flexible working arrangements.

Benefits

Competitive salary and bonus scheme

Personalized benefits package

Continuous training and development opportunities

Flexible working arrangements

Qualifications

• Enthusiastic and motivated individual.
• Ability to maintain relationships with clients.
• Proactive communication skills.

Responsibilities

• Support assigned Account Executive in daily portfolio management.
• Act as first point of contact for client/insurer queries.
• Maintain client records in the CRM system.

Job description

If you are an enthusiastic, motivated individual searching for a role that offers genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

Purpose of the Role, may include:

Provide support to assigned Account Executive/portfolio in the day to day running of the client portfolio, including setting up all appropriate actions for renewal. Act as the first point of contact for all client/insurer queries/issues as they arise. Maintain relationships with existing clients and build relationships with new ones.

Key Responsibilities, may include:

Portfolio Support

• Ensure the smooth running of assigned portfolio
• Independently respond to queries from both clients/insurers in a proactive manner, whilst keeping Account Executive/Broker informed as appropriate
• Co-ordinate administration of schemes, including invoicing, membership data, claims data, communication materials and other associated queries as appropriate

Relationship Building

• Develop, maintain and cultivate a constructive and professional relationship with internal and external stakeholders at all levels
• Be the first point of contact for day-to-day enquiries from internal and external stakeholders

Renewal/New Business Support

• Support the creation of presentations for both new and existing clients
• Proactively initiate and manage the gathering of relevant data for client renewals and mid-term adjustments, ensuring accuracy at all times
• Periodically attend client meetings with internal stakeholders as required

System Administration

• Ensure client records are accurate in respective Client Relationships Management (CRM) system, resolving any identified discrepancies in the CRM system and associated documentation
• Provide a proactive professional service for both internal and external stakeholders
• Proactively seek and recommend improvements to processes and services, participate fully in the implementation of them and be an advocate for change

What do we offer in return?

We offer a competitive salary and bonus scheme, combined with a benefits package which can be personalised to suit your needs continuous training and development opportunities to progress your career with an ambitious and growing company. We also fully understand that everyone is different, and everyone have different priorities, so we offer flexible and hybrid working that works for you and Everywhen.

The starting salary for the role is up to £22,932 in line with National Minimum Wage and your pay will increase once fully qualified through the apprenticeship programme.

#AIB #GEO

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here here to see our standard benefits page