Account Handler Apprenticeship at Ardonagh Advisory

by Davies Learning Solutions

Top Employer

Job Details

31st July 2022
£22,000 - £23,999
Apprenticeship - Advanced Level (Level 3)
Insurance, Finance & Banking
Dudley, Norwich, Northampton, Croydon, Stevenage, Henley on Thames, Sevenoaks, Poole, Southampton, Birmingham, Bury St Edmunds, St Helier

Account Handler Apprenticeship at Ardonagh Advisory

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.

What will the apprentice be doing?

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
  • Deal with any initial complaints and escalate in line with company processes
  • 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
  • newal/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
  • at training will the apprentice take and what qualification will the apprentice get at the end?

During this apprenticeship you will work towards:

  • Senior Financial Services Customer Adviser Level 3.
  • CII Certificate in insurance (Cert CII)
  • Functional Skills Level 2 in English and Maths (if required)

Learning will be remote with the support of a dedicated Financial Services Coach.

What is the expected career progression after this apprenticeship?

  • Role will go permanent upon successful completion of apprenticeship.
  • Requirements and prospects
  • Desired skills and personal qualities
  • Communication skills, Attention to detail, Organisation skills, Problem solving skills, Team working, Initiative, Time management Skills


  • GCSE or equivalent English (Grade 9-4 (A-C) or equivalent.) Essential
  • GCSE or equivalent Maths (Grade 9-4 (A-C) or equivalent) Essential

Things to consider

Background checks will be required.

About Davies Learning Solutions

We are renowned for our specialist approach to delivering apprenticeship programmes and support for professional qualifications, to the Insurance, Financial Services, and wider highly regulated sectors. Our apprenticeship success is built on our high-quality sector specialists, our coaches, tutors and our leadership team. Having the very best people helps us provide a consultative approach to designing programmes, to fit specific employers’ needs and is backed up by our unstinting focus on putting the apprentice’s development at the centre of all we do. Our success is evidenced by our strong growth, fuelled by employer recommendations and referrals, where our clients experience the very highest of pass rates and levels of Distinctions.

How to apply

To apply for this role and to find out more, please click on the apply button below.

Please note that applications may close before the application deadline, so apply early to avoid disappointment.

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