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

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Closing date: 30 Jun 2023

Apprenticeship summary

  • Annual wage


    (approx. £8.21 per hour)

  • Working week

    Mon to Fri, 8.45 – 17.15 with an hours unpaid break for lunch each day.

    Total hours per week: 37.5

  • 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?

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 Apprenticeship Standard

  • 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 to develop 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

Founded in 2001, Clear Insurance Management Ltd (CLEAR) is an award-winning, independent chartered insurance broker and Lloyd’s broker. In the last two decades, we’ve grown from a small start-up trading from one office in South West London, to become a large, chartered independent broker operating from multiple locations across the country. We are also the largest member of Brokerbility, the leading network of independent brokers in the UK, affording us considerable influence with insurers when negotiating terms on our client's behalf. We hold Chartered Insurance Broker status, awarded by the Chartered Insurance Institute (CII), in recognition of our commitment to maintaining the highest standards of knowledge, ethical practice and advice in our profession. As a responsible business, we are determined to achieve Net Zero carbon emissions by 2030 and are the first insurance broker to set this commitment through the Science-Based Targets Initiative (SBTi). We also encourage our employees to engage in social endeavours to support our local communities through our staff charity committee. We are committed to our employees' wellbeing and professional development and foster a positive, collaborative workplace where people can learn from each other and work toward shared goals.




Four Seasons House

Enterprise Way


PE11 3YR

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Training provider



Paige Waistell

0333 358 3559

Apprenticeship standard

Insurance practitioner

Level 3 (A level)

Before you apply

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