Client Service Executive Review

My role as a client service executive is to be the face point for client contact regarding their queries around their insurance and risk exposures. A CSE also has a wide range of roles and responsibilities when organising a clients Insurance renewals and adjustments. This is why a CSE will have many day to day interactions with clients and insurers as well as other teams within the company. This is to collate information or provide knowledge to the client to assist them.

Communication is a skill I have found to be of high importance due to having to tune in and correspond with many different individuals in different teams. I have also developed my knowledge of commercial insurance and principles which I apply to on a day to day on the job basis. But, there is many other skills as to which are used on the job such as teamwork, business writing and analysing

I enjoy my programme due to the range of clients the company deals with. This helps ensure that the job does not become static and repetitive as new queries/problems to solve/renewal from different business industries are always coming in. I also like liaising with different people and different teams and forming relationships . The programme also embeds in my studies with the growth company and CII.

This apprenticeship has a 80/20 split between on the day job work and studies. The 20% study time is not particularly structured but managers and teamwork are supportive and flexible in you blocking out this time to crack on with apprenticeship focused work. All client work has been done under full support and no questions going unanswered. I have regular catch up calls with my line manager and other colleagues that i frequently work with.

The support received from the company is very good. I have regular catch ups with my manager for him to answer any queries, double check client work and set any work. All other team members who I have come across in the business have always been more than happy to assist or answer any questions. This has been one of the best things around the company.

The growth company provides workshop sessions on each chapter that I am required to work towards. these are interactive and cover off the content from the relevant chapter in the books. They also provide revision workshop sessions where we can also answer any questions or concerns. We are also given a skills tutor who similarly go through any queries and put us on the right path to make progress on our apprenticeship. Sometimes, the organisation has not been the best but all the people at TGC have been great and supportive

The knowledge that I have picked up when working towards the diploma in insurance, I can apply many of the principles and content to relevant client work. It also helps that I am able to attend internal training sessions to support this. Some of the client work is more tailored and specific to them so requires detailed or unique knowledge rather than the general content in the CII diploma

We have had fairly frequent networking events with other apprentices in the company around the country. These are great for meeting people in a similar position to yourself. In our office, we have had collaborative activities as well as xmas parties. Perhaps, these events could increase in frequency in the future...

Yes

I would recommend due to the diverse amount of roles that you can go into in the industry so starting in a place with a lot of support and help is a great way to start. The work is also diverse and is rewarding when you are able to achieve good results. The support network can be find to hard at different companies so it is a good pro here

Pull out the skills you have that you think would be of use to the company. Consider why you want the role you are applying for and how any previous experiences you have may tie into this role. Be yourself and be sure to show some personality, I'm sure people would like to see that.