Insurance Apprenticeship Programme

Summary

Our Commercial & Schemes division helps businesses protect themselves through insurance. As an apprentice, you'll support clients with their policies, answer questions, update records and help keep things running smoothly. You'll build valuable business, customer service and communication skills along the way.

Wage

£23,000 a year

Training course

Insurance practitioner (level 3)

Hours

Monday to Friday, 9.00am to 5:30pm.

37 hours 30 minutes a week

Start date

Monday 13 September 2027

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

• Learn the foundations of commercial insurance and how an Account Handler supports clients. 
• Draft clear and professional email correspondence for clients and insurers. 
• Build confidence speaking with clients and insurers, helping to answer queries and gather information, both via email and during phone calls.   
• Help gather and share the information needed to manage policies and support client requests. 
• Support with maintaining accurate and up-to-date client records.  
• Build long-term relationships and provide excellent customer service.   
• Learn how amendments to insurance policies are managed as well as the policy renewals process.  

Where you'll work

Simpson House
6 Cherry Orchard Road
Croydon
CR0 6BA

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

WISER ACADEMY LIMITED

Training course

Insurance practitioner (level 3)

What you'll learn

• Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
• Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
• Analyse data to make evidence based decisions.
• Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
• Apply appropriate method of communication for audience and circumstances.
• Records, verifies, maintains and where appropriate, shares information.
• Compliant with relevant governance, policies and procedures.
• Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
• Balances competing priorities in order to meet deadlines.
• Builds and maintains positive relationships.
• Work as part of a team to help achieve results.
• Identify potential claims fraud and determine the correct action to prevent loss.
• Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
• Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
• Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
• Gather and interpret relevant information to provide a return on insurance decisions.
• Match client’s needs with available insurance products and services.
• Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
• Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
• Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
• Analyse data to make evidence based decisions.
• Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
• Apply appropriate method of communication for audience and circumstances.
• Records, verifies, maintains and where appropriate, shares information.
• Compliant with relevant governance, policies and procedures.
• Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
• Balances competing priorities in order to meet deadlines.
• Builds and maintains positive relationships.
• Work as part of a team to help achieve results.

Training schedule

This training schedule has not been finalised. Check with this employer if you’ll need to travel to a college or training location for this apprenticeship.

Requirements

Essential qualifications

GCSE in:

• English (grade 4)
• Maths (grade 4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Number skills
• Logical
• Team working
• Patience