Coronavirus (COVID-19): to find out how we can support you with your apprenticeship including if you have been affected by redundancy, read our updated information.

Administration Apprentice (Insurance Practitioner) Lumley Insurance Ltd

We have an exciting opportunity for an Apprentice Administrator to join our busy team in Cirencester. This is a great opportunity for anybody interested in the Insurance industry.

Sign in to apply

Closing date: 07 Nov 2021

Apprenticeship summary

  • Weekly wage


  • Working week

    Monday-Friday, 9:00am-5:00pm 1hr for lunch

    Total hours per week: 35.00

  • Expected duration

    12 months

  • Possible start date

    22 Nov 2021

  • Date posted

    27 Jul 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Main responsibilities will include:

  • Handle incoming calls, taking messages when required
  • Receive/greet visitors on behalf of the company, supply refreshments where required
  • Basic knowledge of all aspects of the business and assist when required
  • Develop and maintain existing internal office data systems
  • General filing and office duties
  • Ensure all outgoing post is addressed correctly, apply correct postage and dispatch
  • Prepare for and attend underwriters meetings at the office and at underwriters premises as required
  • Check and prepare renewal documentation and schedules for Client Account Handler
  • Undertake training as required to keep up to date with office, insurers and compliance requirements
  • Help organise office functions
  • Build a good relationship between the company, suppliers and third parties
  • Attend meetings when required
  • Ensure all other company practices and procedures are followed and adhered to
  • Maintain Mailing Database
  • Help support Marketing projects and ideas
  • Update database and prepare information reports on new clients
  • Liaise with clients and assess requirements
  • Obtain quotations from underwriters
  • Check and prepare quotation correspondence to clients
  • Check and process new policy documents
  • Carry out all procedures in place to meet requirements of FCA
  • Assist Operations Manager in ensuring the company adheres to FCA and other regulatory regulations.
  • Assist with Reports every month
  • Prepare documentation for Meetings
  • Attend client meetings and underwriter meetings away from the office

Requirements and prospects

Desired skills

  • Good I.T. skills including Word, Excel and e-mail

Personal qualities

  • A conscientious approach to work tasks
  • Great attention to detail
  • Excellent communication skills, both verbal and written
  • The ability to work using own initiative

Desired qualifications

GCSE English and maths, grade A*-C (9-4), or equivalent qualifications.

Future prospects

The successful candidate will undergo a thorough training program to help achieve progression to a Client Account Handler with a book of their own clients and the knowledge to provide an exceptional level of personal service.

Things to consider

Although not essential, it's preferred that the candidate will have their own transport and a full clean driving licence.

About the employer

Lumley Insurance is a more traditional kind of insurance broker. For the past 25 years, we have specialised in offering high value home insurance policies tailored to the needs of our clients and their lifestyles.

We have done so with an exceptional standard of personal service, attention to detail and integrity. Today, John and Christopher Lumley lead an experienced team to provide a traditional service with a focus on discerning clients. A service that will cover a wide variety of household and commercial insurance, from buildings and contents to fine art, ensuring peace of mind without compromising your budget.

We are here to offer advice and support throughout the process, from finding the right policy for you to ensuring any claims run smoothly.


Lumley Insurance Ltd



Elliott Road Love Lane Industrial Estate



You must have JavaScript enabled to view a map of the location


Training provider


Applications for this apprenticeship are being processed by Cirencester College


Cirencester College 01285 626259

Insurance Practitioner Level 3 Apprenticeship Standard

The supporting qualification for the apprenticeship is either the Certificate in Insurance (Cert CII) or the Certificate in Claims Handling (Cert CILA). There are different routes to achieve the credits required for these qualifications, the route selected will depend on the individual business but must include the mandatory modules as specified by the awarding body.

Where required, we can also provide Functional Skills teaching in English and maths at Level 2.

Apprenticeship standard

Insurance practitioner

Level 3 (A level)

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.