Job Summary
  • Salary
    £131.25 (per week)
  • Location
    Liverpool, Liverpool
  • Sector
    Business Admin Level 3
  • Duration
    12 Months
  • 1 Position Available
  • Closing Date
    11th August 2017
  • Employer Name
  • Distance from academy
    • 29.1 Miles
    • 43 Minutes
  • Address
    Preston Brook WA7 3GH, United Kingdom

Job Description

Our Staff are our main asset and you will soon learn that many of them have worked for us for years – something we are proud of. Retaining our Staff and providing a first class service to our Clients so that they look on Freeways UK Insurance as their choice are key objectives for us at all times.

Your day to day responsibilities are:

  1. Handle customer requests for Midterm Adjustments, this includes providing a quotation and accepting the adjustments ensuring internal processes are met. These midterm adjustments include:
  2. Change of Address
  3. Change of Vehicle
  4. Add / Delete Additional Drivers
  5. Additional queries include:
  6. Premium Credit
  7. Change of details
  8. Defaults
  9. Outstanding Documentation
  10. Cancellations
  11. Reinstating No Claims Bonus following a Non-Fault Claim
  12. Insurance Company queries
  13. To validate the quotations provided to ensure:
  14. That the customer meets the scheme criteria
  15. To validate the customer driving experience, claims and no claims bonus by speaking to previous insurers
  16. To validate the driving license with the DVLA, either online or via a conference call to validate information including any endorsements
  17. To validate the badge and/or plate with the licensing authority, either online or telephone. (Taxi and Minibus only)
  18. To validate any customer post where they need to provide additional documents such as badges, plates, licences, NCB etc.
  19. To deal with outbound calls generated by the telephone system to follow up with any customers where additional information is required (this may also include any diary follow ups you have scheduled) to ensure cancellations are kept to a minimum.
  20. Following validations, adjustments should be made to the quotation/policy and the MTA Acceptance pack issued to the customer to show the relevant changes.
  21. To log and resolve any customer dissatisfaction as per the internal procedure.
  22. Any agreement(s) made by the agent, either in sales and retentions or customer care, must have the authority of the binder/insurer and a senior / underwriter.
  23. Highlight any errors that have been made by the Sales and Retentions Team in a fair and constructive manner.
  24. To disclose the chosen insurance companies terms and conditions and confirming your understanding of the customers’ demands and needs including any future requirements.
  25. Following a verbal agreement to proceed with a new business, renewal or MTA quotation to the customer you must issue an acceptance pack to the customer which confirms to the customers the Statement of Price, our understanding of the Demands and Needs, Terms of Business, insurers Key Facts documents and the Optional additional products Key Facts documents, which meets contract certainty requirements.
  26. Ensure that all notes are applied to the customer file confirming the previous call to allow the next person to understand what stage the customer is at in our processes.
  27. Ensure that you understand each insurance scheme that is offered to the customer for any new or existing changes that are made.
  28. Comply with all of Freeway’s internal policies and procedures and regulatory requirements
  29. Attend training courses to aid your own personal development.
  30. Chasing bad debt, where customers have premiums outstanding

Working Week

Monday – Friday 9:00am – 5:30pm


Requirements & Prospects


Ideally a minimum 5 GCSE’s C and above Including Maths, English and ICT (or equivalents)

Desired Skills

You will need to be:-
- Confident
- Highly motivated
- Confidential always
- Excellent team player
- Diplomatic
- Planning skills

Personal Qualities

- Can do attitude
- Attention to detail

Future Prospects

Ideally a minimum 5 GCSE’s C and above Including Maths, English and ICT (or equivalents)

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


The Apprentice will work towards a Level 3 Advanced Apprenticeship for Business and Administration Professionals. The qualifications consist of:
• Advanced Apprenticeship in Business and Administration
• Level 3 Diploma in Business and Administration
• Level 2 Functional Skills English, Maths & ICT (if applicable)

Qualification Gained

Advanced Apprenticeship (Level 3)