Apprentice Insurance Broker and Accounts Handler. Key Insurance Group Limited

As an Apprentice Insurance Broker and Accounts Handler you will provide a high quality service to existing clients, covering all aspects of their insurance arrangements- to advise, arrange and secure suitablecover at a competitive premium.

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 01 Dec 2017

Apprenticeship summary

  • Weekly wage


    Wages explained

    The current National Minimum Wage for an apprentice is £3.50 an hour. This rate applies to apprentices under 19 and those aged 19 or over who are in their first year.
    Apprentices must be paid at least the minimum wage rate for their age if they are aged 19 or over and have completed their first year.
    The minimum wage rates are £5.60 an hour for 18-20 year olds and £7.05 for anyone aged 21 and over.
    Apprentices are paid for their normal working hours and training that’s part of their apprenticeship (usually one day per week).

  • Working week

    35 hours per week Opening hours of the office are Monday – Friday 9-5pm

    Total hours per week: 35.00

  • Apprenticeship duration

    18 months

  • Possible start date

    02 Dec 2017

  • Date posted

    07 Mar 2017

  • Apprenticeship level

    Intermediate Level Apprenticeship

  • Reference number


  • Positions

    1 available

  • To ensure the fair treatment of our customers and prospective customers in all of their dealings with us.
  • Deal  with  new  business,  mid-term  adjustments  and  renewals  in  the  core  policies market according to company procedures and practice, referring to senior colleagues, experts or insurers when issues fall outside of own competencies or knowledge.
  • Carry  out  instructions  regarding  the  arrangement  or  amendment  of  insurance  for clients, referring queries to the appropriate personwhen the enquiry falls outside own knowledge, competencies or experience
  • Deal  with  telephone  enquiries  promptly referring  the  query  to  the  appropriate  person when the enquiry falls outside own knowledge, competencies or experience.
  • Ensure that all communications with insurers or customers are accurately recorded on file, or electronically, as per the Firm’s usual procedures.
  • Input new business, amendments and renewals on the firm’s own system to maintain accurate  records,  keeping  hard-copy  records  on  customer  files  where  appropriate  in accordance with the firm’s standard procedures.
  • Exercise judgement when reviewing proposals, eithernew  or renewals, referring to a senior colleague or insurer when appropriate
  • Attach  correct  policy  wordings  to  certificates  including any  other  relevant  or  required wording (exclusions, conditions, warranties, etc) in respect of self-issue policies.
  • Liaise with Insurers, other company staff and ClaimsHandlers when appropriate.
  • Where appropriate to carry out other reasonably assigned tasks within the company.
  • Carry out regular training as appropriate to the position held and areas of activity and as agreed in your individual training plan, to maintain competencies in accordance with FSA requirements, using the firm’s agreed training systems.



  • Maintains own competence and compliant status
  • Deal with customers in accordance with the FSA Insurance Conduct of Business Rules
  • Analyses, assesses and accurately records customer demands& needs
  • Presents recommendations to customers
  • Provides broking services to clients
  • Maintains a safe working environment
  • Works on own initiative, under direction of supervisor/manager
  • Provides a compliant service to customers
  • Manages own time efficiently

Requirements and prospects

Desired skills

  • Ability to prioritise and organise own workload to ensure that deadlines are adhered to
  • Ability to liaise with colleagues when appropriate.
  • Ability to develop and sustain relationships with customers.
  • Ability to construct effective written communications, including letters and reports.
  • Confident and effective telephone skills.

IT skills:

  • MS Word
  • MS Outlook
  • Accurate data input skills
  • Sirius/Misys/PMB
  • Excel

Personal qualities

  • Knowledge and understanding of  including current market conditions.
  • Knowledge  and  understanding  of  FSA  rules  and  guidelines  relating  to  commercial and/or customers.
  • Knowledge and understanding of all company specific procedures.
  • Willingness to continue to develop knowledge of insurance and related issues through
  • formal and informal learning, both internal to the firm, and externally.

Qualifications required

  •  GCSE or equivalent ‘C’ & above English & Maths




Future prospects

On successful completion of the intermediate apprenticeship, there may be opportunity to move onto level 3 and also CII insurance training.

About the employer

Key Insurance Group Ltd are independent Insurance Brokers based in the North West of England. We specialise in providing clients with a personalised insurance solution - advising upon, arranging and administering insurance policies on behalf of our Business and Personal clients. Whether a Business Insurance client or a Personal Insurance client you can buy from us with confidence, safe in the knowledge that; • Your best interests will be our priority. • We guarantee our independence from Insurers • Your confidentiality will be preserved. • You will be given independent advice and guidance on your insurance needs. • We will provide you with an efficient and professional service. • We will assist you to obtain prompt and fair settlement of any valid insurance claim. • We are committed to the Financial Services Authority’s Treating


Key Insurance Group Limited


38 Berry Lane




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Training provider

Full training will be provided on an ongoing daily basis and when required. You will be working towards the Business Administration Level 2 apprenticeship. An assessor will be allocated to you to progress/support you through you course. Time spent training will be part of the agreed contracted hours of the working week.

Apprenticeship framework

Business and Administration

Training provider


Applications for this apprenticeship are being processed by Preston's College

This apprenticeship requires you to apply through the employer's website.

Apply now

Closing date: 01 Dec 2017