Job Description

Job Title:

Apprentice Account Handler

Department:

General Business Team

Manager(s):

George Worby

Working Schedule:

Full Time. Fixed 9am to 5pm, Monday - Friday

Working Location:

Fixed Office Based / Future Hybrid Opportunities

Annual Leave:

25 days plus standard public holidays (pro-rata)

Annual Salary:

up to 25,500

Additional Pay:

Performance bonus

Experience:

Insurance (preferred, not essential)

Work Authorisation:

United Kingdom (required)

Application Deadline:

30/11/25

Expected Start Date:

12/01/26

Job Summary

Duties will include customer facing general administration for primarily Commercial Clients, extending to Personal Lines Clients.

Lines of business will include Business, Property Owners, Motor and other SME insurances, in addition to Home, Car and Travel.

The job will support the customer journey for renewals and new business, from obtaining quotations, processing mid-term adjustments, issuing policy documents, and basic accounting procedures.

As a trainee, you will undertake the Insurance Practitioner apprenticeship and obtain Cert CII qualification (subject to successful application with a funding insurer).

Flexible working arrangements may be available once initial training is completed and role can be undertaken without permanent supervision.

Duties and Responsibilities

Renewal case management.

Assisting with incoming queries from customers, insurers and other third parties.

Administration of renewal documentation, renewal quotations, mid-term adjustments, new business enquiries, claims and accounting procedures.

Oral and written communications to clients, insurers and other third parties.

To ensure minimum annual CPD training is completed.

Provide support to the General Business Division as required.

Common Responsibilities

Greet all incoming calls in a professional courteous business manner.

Comply with all company procedures.

Comply with all FCA relevant regulations.

Document and maintain all conversations and communications with clients and insurers on system back-office administration.

Flexibility, understanding and assisting fellow employees when the workloads of others is greater than your own or when your specific knowledge is required.

Embrace the core values of Daines Kapp of utmost professionalism, flexibility and teamwork.

Maintain total integrity and confidentiality.

Knowledge, Skills and Abilities

Prior knowledge and experience in the insurance broking industry is preferred.

Experience working on the Acturis platform is preferable but not essential (training will be provided).

Working knowledge of Microsoft Office products, including Outlook, Word and Excel.

Understanding and application of AI platforms are preferred.

Effective and accurate communicator both oral and written.

Effective interpersonal skills.

Ability to understand customers' needs effectively.

Ability to build effective business relationships.

Ability to learn and manage change quickly and effectively.

Ability to work supportively and jointly with colleagues.

Ability to work under pressure and to deadlines when required.

Ability to work without supervision.

WHY WORK AT DAINES KAPP?

We are a family run, independent insurance brokerage, focused on providing market leading advice to our clients. If you want to experience a wide range of different commercial insurances, encounter technical and challenging placements, in a client facing role, then you are looking in the right place.

We understand the importance of a good work life balance.

ADDITIONAL INFORMATION:

This document outlines the duties required, for the time being, of the post entitled Apprentice Account Handler to indicate the level of responsibility. It is not intended to be a comprehensive or exhaustive list and the Senior Management may vary duties, from time to time, which do not change the general character of the job or the level of responsibility entailed.

Job Type: Full-time

Pay: Up to 25,500.00 per year

Benefits:

Company events Company pension
Experience:

insurance industry: 1 year (required)
Work authorisation:

United Kingdom (required)
Work Location: In person