Apprenticeship Role - Wilson Insurance Services Ltd
Sector: Sales and Customer Service
Location: Colne
Salary: TBC
The Role

Wilson Insurance Services Ltd are currently seeking a Sales and Customer Service Apprentice to join their team, based in Colne.

Duties

The successful candidate will undertake the following duties throughout their Apprenticeship: Provide quotations on all product lines ensuring suitability with customers demands and needs Place risks on cover and obtain/issue appropriate documentation including: - Statutory documents (IDD, TOBA, DRI etc) Statement of Facts (or Proposal Forms where relevant) NCB proof Covernotes Policy Schedules Certificates Renewals: Invite renewal on the best terms for the client rebroking as appropriate Renew/replace policies issuing appropriate documentation Lapse policies as appropriate Mid-term adjustments/cancellations: Process mid-term adjustments/cancellations as appropriate Issue revised documentation as appropriate Payments: Provide advice to clients on available payment methods Process payments Set up finance agreements as required Chase instalments due Letters/memos: Issue letters to clients/Insurers as appropriate Issue memos to Insurers enclosing/requesting documentation as appropriate

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