As a Apprentice Account handler, you will be involved in servicing and administering the insurance portfolios of clients in a timely, professional and cost-effective manner. You will work across all sectors, including our small business division and claims division.

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Closing date: 30 Jun 2023

Apprenticeship summary

  • Annual wage


    (approx. £8.21 per hour)

  • Working week

    Monday - Thursday: 9.00am - 5.15pm with an hours unpaid break for lunch each day. Friday: 9.00am - 5.00pm with an hours unpaid break for lunch each day.

    Total hours per week: 36

  • Expected duration

    18 Months

  • Possible start date

    04 Sep 2023

  • Date posted

    27 Apr 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

To offer a comprehensive insurance service to existing and potential new customers.

Specific duties will include:

  • Provide new business quotations providing relevant advice, information and guidance
  • Take instructions from new clients, ensuring cover commences at the correct time, all relevant paperwork is completed, premium is collected, and relevant records and diary entries are created
  • Manage the renewal of existing clients’ policies with their current insurer or move to a new insurer, as appropriate. Ensure relevant paperwork is completed, premium is collected and relevant records and diary entries are created
  • Take instructions from existing customers in respect of alterations to current policies, ensuring insurers are notified and records updated
  • Maintaining client records on our electronic filing system
  • Carry out credit control with relevant customers
  • Check client documentation before despatch, ensuring queries are raised and amendments are completed

What training will the apprentice take and what qualification will the apprentice get at the end?

Insurance Practitioner Level 3 Broking:

  • Fully and part funded learning and development programme that includes the Cert CII
  • Develop the knowledge, skills and behaviours of successful Insurance Practitioners
  • Role-specific route ways tailor the apprenticeship to the job role:
  • Claims Handler / Loss Adjuster
  • Assistant Underwriter
  • Junior Broker
  • Free CII membership for non-members through the CII Aspire Apprenticeship Programme
  • Includes the CII study books and exam entries
  • Resit costs for CII exams and End-Point-Assessment will be covered by the employer
  • Fortnightly workshops for each CII exam
  • All workshops recorded and available on-demand
  • Interactive chat, forums and class notebooks for real time support and assistance from experienced and qualified insurance professionals
  • Exam tips, tricks, and strategies
  • Regular tutorials and assessments with your dedicated trainer

What is the expected career progression after this apprenticeship?

As a growing business, our aim is to develop our Apprentice’s knowledge and skills, providing them the opportunity to develop and progress into a permanent role on successful completion of the Apprenticeship. Furthermore, as a Chartered Broker, we pride ourselves on continuing developing and offering the support to undertake further professional qualifications.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Organisation skills, Administrative skills, Number skills, Team working, Interpersonal Skills, Ambitious to develop


GCSE or equivalent 5 Subjects including Maths and English (Grade 4/C or above) Essential
A Level or equivalent Any (Grade C or above) Essential

About the employer

An established East Midlands based business with headquarters in Leicester, BHIB has a long-standing reputation for excellence and professionalism across the Midlands, and nationally. From our offices in Leicester and Northampton, we provide insurance brokerage services for clients that range from sole traders to small businesses and large corporations in the UK. While we are justifiably proud of our decades-long track record and achievements, we remain forward-thinking and innovative as insurance brokers advising our business clients. We are a founding member of the Brokerbility Group, a network of independent insurance broking companies across the country. We are FCA regulated and also hold Chartered Insurance Institute (CII) corporate Chartered status, an accreditation recognising our commitment to the highest professional standards. Strategically, BHIB is organised into specialist divisions, enabling each broking team to specialise and immerse itself in the business sector it’s dedicated to, such as contracting, manufacturing, welfare, or professional services. Additionally, our dedicated 'Affinities' team handles insurance schemes that serve local councils, charities, and media & entertainment clients. Our Claims team is also experienced in assisting clients with the handling of their insurance claims. As a business with its roots firmly in its local community, we take our corporate social responsibilities very seriously. We support local and national charities to ensure we always give back to society. At the same time, we promote apprenticeships within the insurance industry. We have also achieved the Gold standard accreditation in being recognised as an Investor in People.




A G M House

3 Barton Close

Grove Park

LE19 1SJ

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Training provider



Paige Waistell

0333 358 3559

Apprenticeship standard

Insurance practitioner

Level 3 (A level)

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