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Customer Services Advisor Apprentice Level 3 (Insurance practitioner) INVICTA INSURANCE SERVICES LIMITED

To deliver a quality service to existing and new customers, to maximise customer satisfaction, margins, renewal retention and new business conversion, and to improve business profitability and own knowledge of insurance.

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Closing date: 12 Dec 2021

Apprenticeship summary

  • Annual wage


  • Working week

    Monday to Friday 9.00am to 5.30pm with 1-hour lunch break.

    Total hours per week: 37.50

  • Expected duration

    18 months

  • Possible start date

    13 Dec 2021

  • Date posted

    17 Aug 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    3 available

  • Dealing with client enquiries via telephone, email and face to face
  • Maximise new business conversion through effective sales closure.
  • Maximise margins and renewal retention by ensuring that the company procedures are carried out in a timely manner
  • Process mid-term adjustments on customer’s policies, and challenge and endeavour to save cancellation requests
  • Maximise cross-selling and up-selling opportunities through proactive initiatives, such as capturing customers’ renewal dates
  • Implement marketing initiatives that generate organic leads
  • Generate revenue through appropriate referrals to partners
  • Maintain service levels in accordance with customer expectations and the company service standards
  • Handle first response complaints in a timely manner
  • Develop and maintain good relationships with insurers and knowledge of existing and new products

Requirements and prospects

Desired skills

  • Computer literate
  • Organisational skills
  • Great communication skills and confidence
  • Good GCSE results in core subjects; mathematics and English grades 9-4 (A-C)
  • A-Level results preferable but not essential

Personal qualities

  • Enthusiastic
  • Commitment
  • Eager to learn
  • Positive attitude
  • Self-motivated
  • Honesty and integrity

We operate in a regulated environment and as such professionalism and compliance is critical.

Desired qualifications

GCSE grades 9-4 (A-C) in maths and English (or equivalent).

A-Levels grades A-E would be preferable but not essential.

Future prospects

Opportunity to progress to Senior Customer Services Advisor, Team Management and progression into other departments. The role offered is handling personal lines insurance enquires but progression can be made into our Commercial and Private Clients department.

Things to consider

Full-time contract offered subject to completion of probationary period. Minimum requirement we should expect is for the completion of the Apprenticeship + 6 months in the role. Termination notice period is 1 month post probationary period.

Applicants to live within a reasonable commutable distance of the main office in Sevenoaks.

About the employer

Invicta Insurance Services Limited are independent general insurance brokers who are authorised and regulated by the FCA.  Our friendly and experienced staff combine traditional personal service with modern technology to provide insurance solutions and would be delighted to help you with all of your insurance requirements.

Based in Sevenoaks and run by local professionals, we believe in providing a first class service to our customers, most of whom are resident in the South East.

Specialising in home, motor, commercial, landlords and travel insurances, Invicta are able to research the market and find excellent cover to suit your needs, at highly competitive rates.




Invicta House

Amherst Hill


TN13 2EL

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Training provider

Davies Learning Solutions Limited

Applications for this apprenticeship are being processed by Davies Learning Solutions Ltd


Sarah Murrison

  • Level 3 Insurance Practitioner Apprenticeship Standard
  • CII Qualification and insurance product knowledge and skills

Apprenticeship standard

Insurance practitioner

Level 3 (A level)

Before you apply

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