Job Summary
  • Salary
    £119 (per week)
  • Location
    Nottingham, Nottinghamshire
  • Sector
    Financial Services Level 3
  • Duration
    12 Months
  • 1 Position Available
  • Closing Date
    19th December 2016
  • Employer Name
    Bale Insurance Brokers
  • Distance from acadmey
    • 16.6 Miles
    • 25 Minutes
  • Address
    Nuthall Road, Nottingham NG8 5DB, United Kingdom

Job Description

Are you a forward thinking, proactive individual with an excellent numerical ability and a person who pays great attention to detail? If this is you read on, as a well-established Insurance Company is looking for an individual that possesses these skills to join their team based in Nottingham!

Duties involve but are not limited to;

  • Respond to enquiries from clients, brokers and underwriters received by phone, letter, e-mail or fax in a courteous and helpful manner and ensure that all information required by clients or underwriters is obtained and communicated.
  • Complete the key task of “fact finding” to identify clients’ requirements and to provide a quotation to fulfil their needs.
  • Using the information gathered, determine which Insurers will provide the most competitive rates for the covers required.
  • Obtain quotations, using quotation system, rating guides or by referring to insurers.
  • Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs.
  • Discuss any “additional” covers to ensure that all insurance requirements are satisfied.
  • If the quote is accepted verbally, the jobholder will issue written confirmation, providing full details of cover, enclosing proposal(s) for completion and the “Terms of Business” document. Issue invoices and policy documents and update client records.
  • The jobholder will share responsibility for dealing with any actions attaching to existing clients on mid-term adjustments and claims and will occasionally refer to senior colleagues.
  • Maintain the system for raising renewals, which should be actioned 4-6 weeks before renewal date.
  • Manage the departmental diary system and produce renewal documentation.
  • Scrutinise new business documents received from insurers and pass to Administration section for processing.
  • Handle referrals in respect of renewals, where appropriate.
  • Ensure that the client files and system records are created for new business and updated following all client contacts.
  • Liase with accounts department and branch manager to ensure that credit control rules are followed and that cash flow objectives are achieved.
  • Chase and receive payments by cheque, credit card and direct debit for new business, renewals and policy amendments.
  • Issue receipt documents and send renewal documents.

Other duties and responsibilities as may be required by the Branch Manager / Managing Director

Working Week

Monday – Friday 9am – 5pm 35 hours per week


Requirements & Prospects


Ideally a minimum 4 GCSE’s C and above Including Maths, English and ICT (or equivalents)

Desired Skills

• Telephone Skills
• Computer Skills (Word, Excel, Outlook etc.)
• Team worker
• Attention to Detail with minimum errors

Personal Qualities

• Interpersonal Skills
• Basic Numeracy
• Basic Literacy
• Written / Spoken Communication

Future Prospects

Full Time progression opportunities and further training opportunities

  • Apprenticeship Length
    12 Months
  • Training Provider
    Aspire Achieve Advance Ltd
  • Academy Location


Throughout the duration of your Apprenticeship you will be required to attend the 3aaa Financial Services Academy in Derby on a block release basis, the remainder of your training will be completed in the workplace.

You will receive training Level 3 Training in The Certificate in Providing Financial Services.
You will be learning about all aspects of Financial Services and learning new skills related to how businesses work. On the Apprenticeship there will be a good mixture of hands-on practical work and written work.

Qualification Gained

Advanced Apprenticeship (Level 3)