Business administrator

Domestic & General; Wimbledon; Hybrid; GBP 15,000 - 22,000; Full time

Job summary

A leading insurance company in Wimbledon is offering an apprenticeship opportunity in Client Account Management. The role focuses on driving business insurance policy sales while offering exposure to the industry and collaboration with clients. Successful candidates will possess GCSEs in English and Maths, excellent communication and IT skills, and the opportunity for career progression within the organization.

Benefits

Access to experienced mentors

Ongoing learning and development opportunities

Collaborative team environment

Responsibilities

• Work closely with clients and internal teams to implement strategies.
• Handle day-to-day client queries via email and phone.
• Resolve escalated customer complaints through liaising with teams.
• Support Account Handlers and Managers with admin tasks.
• Attend meetings to capture key decisions and actions.
• Track and evaluate sales performance for improvements.
• Conduct competitive analysis on pricing and marketing material.

Skills

Communication skills

IT skills

Attention to detail

Organisation skills

Customer care skills

Problem solving skills

Presentation skills

Administrative skills

Analytical skills

Logical

Team working

Creative

Initiative

Education

GCSE in English (grade 4)

GCSE in Maths (grade 4)

Job description

Overview

We have an exciting opportunity for 3 Apprentices to work in the Client Account Management team, focusing on driving new business insurance policy sales through a data-driven, collaborative approach. In addition to being exposed to the real working life of Client Account Management you will also study the Level 3 Business Admin apprenticeship. Client Support:

Responsibilities

• Working closely with both clients and internal teams to implement strategies and deliver impactful results
• Deal with day-to-day queries and requests from clients via email and phone, including change requests, process queries and opportunity scoping
• Support in resolving escalated customer complaints that are raised by the client, by liaising with the Contact Centre and Third Party Sales team
• Develop a thorough knowledge of the business and culture of clients and use this to develop relationships and identify opportunities
• Team Support: Support Account Handlers and Account Managers with admin tasks as part of BAU and wider projects
• Meeting Attendance: Attend weekly internal steering meetings to understand performance and the key initiatives on the account and be given tasks for the week
• Attend monthly meetings with the client to capture key decisions and actions
• Reporting/ Analysis: Tracking and evaluating sales performance to identify trends, opportunities, and areas for improvement
• Share daily, weekly and monthly reporting with clients, along with commentary on performance and action plans for improvement with assistance from the Account Manager
• Conduct quarterly competitive analysis reports on proposition, pricing promotions and marketing material and share report with department
• Monitor and analyse performance to understand if achieving budget, and if not, which KPIs are the cause
• Support the Account team with implementing action plans to address any underperforming areas
• Marketing Material Review: Support with the marketing material review and sign off process for all customer-facing collateral, including briefing the Design team for creation, managing reviews and approval, and sharing internal/external feedback
• Visit client warehouses to conduct marketing collateral audits and ensure material is placed correctly on appliances
• Visit client retail stores to spot business opportunities by analysing presentation of offers and competitors, as well as ensuring that marketing material is displayed appropriately and compliance regulations regarding the sales process are followed
• 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.
• Industry Insight: Gain a strong understanding of the insurance industry, including the end-to-end sales process and compliance regulations
• Diverse Responsibilities: A varied role offering the chance to develop highly transferable skills, including communication, stakeholder management, project-solving and analytical thinking
• Career Development: Clear development plan and structured opportunities for career progression within the business
• Cross-Functional Exposure: Gain visibility and insight into a range of roles across the organisation, supporting long-term career growth and future role transitions
• Mentorship & Support: Access to experienced mentors who will support your personal and professional development
• Ongoing Learning: Access regular learning and development sessions to continually expand your skills and knowledge
• Collaborative Culture: Join a great team environment where colleagues support each other and celebrate collective success, These roles will be on site in office (Wimbledon) 2-3 days a week, attend College in Kingston and ad hoc travel to other sites. You will attend college every four weeks and complete online assignments during the intervening weeks. This advert closes on 29th August but if we receive a significant number of applications it may close earlier.

Qualifications

• GCSE in English (grade 4) and Maths (grade 4)
• Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative