Apprentice Client Services Administrator

WAY MORE SOLUTIONS LTD

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About the Role

Way More is seeking an Apprentice who is dedicated and has a real interest in Administration to join their wonderful team. The successful candidate will enrol in a Level 3 Business Administration apprenticeship. This is a great opportunity to build a career with a growing company that values their staff and their development.

Looking at the role in a bit more detail, a typical day as Way More’s new Client Services Administrator might look like...

  • Starting the morning by checking the office email inbox, ensuring all emails are passed onto the right member of the team and replies are sent in a timely manner
  • Being the first point of contact for the Way More office, answering the phone at any point throughout the day and other general office duties
  • Using diary management skills to make sure the team are all set for the day, and have all information needed for any subsequent meetings
  • Chatting with clients to book them in for a call and to request required documentation
  • Compiling and maintaining electronic records and creating client documents
  • Heading outside to have lunch with the Way More team in the office’s outdoor space
  • Spending the afternoon proactively looking at current administration processes and how to improve them
  • Taking clients through an online life insurance application
  • Finishing the day off by ensuring all data has been inputted and updated, and everything has followed Way More’s compliance procedures
The ideal candidate might be someone who • Has excellent verbal and written communication skills • Has GCSE level 4-9 (or equivalent) in Maths and English • Lives in South Yorkshire within easy commuting distance of the office • Has knowledge of Microsoft Office, especially Word and Excel • Is a fast learner and will be able to pick up in-house IT programmes and CRM systems • Is interested in AI and how it can be used to improve processes and create efficiencies So, what will you get from us? • You’ll be working on Way More’s own premises, with free onsite parking. • Working in an encouraging and supporting team, with regular team meals and quarterly trips out. • The opportunity to work in an award winning, fast growing life insurance business, alongside a young talented team dedicated to protecting clients nationally. • The potential for a permanent role and progression within business administration / support or into an advisory role.
  • Possible progression onto further employment within the business and onto higher apprenticeships

About the Training

  • The successful apprentice will work towards a Level 3 Business Administration apprenticeship standard qualification
  • Day-to-day training will be conducted by the employer

About the Employer

Founded in 2020, Way More is a specialist insurance broker who care about each client on a personal level. Way More was set up by Managing Director, Zoe, after personal circumstances made her realise how vital it is to have the right protection in place. After various negative experiences, she decided to set up her own firm to provide a super tailored service that does right by the client! Since then, Way More has grown to a team of three, with Alix in Client Services and Ash in Digital Marketing. As a team they focus on helping each other grow and reach their goals, with their quarterly planning sessions (usually in the format of a team day out!), and through training and development. After a fantastic year in 2023, winning two awards; Outstanding Protection Adviser and Best Adviser 2023, Way More now has some exciting growth plans heading further into 2024. The Business Admin Apprentice is one of three new roles to help further build their team.

Skills Required

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Creative
  • Initiative
  • Non judgemental
  • Patience

Training Provider

APPRENTICE TEAM LTD

Course/Training

Business administrator (level 3)

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