Apprentice Insurance File Reviewer (Operations) Lockton Companies LLP

This is an exciting opportunity to start your career as part of our apprenticeship programme. The successful candidate will support our ‘first line of defence’ as part of the operations team and will be assisting with detailed audits of our business operations to ensure legal, regulatory and operational requirements are being met.

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

Apply now

Closing date: 13 Oct 2023

Apprenticeship summary

  • Annual wage


    Benefits package

  • Working week

    Monday to Friday, between 9:30am to 5:30pm. (Exact shifts TBC)

    Total hours per week: 35.0

  • Expected duration

    18 Months

  • Possible start date

    16 Oct 2023

  • Date posted

    19 Jul 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

What will the apprentice be doing?

  • You will be employed as a permanent Lockton employee from day one and immediately start learning about our business, gaining technical knowledge and guidance from knowledgeable mentors on your path to success.
  • You will be fully supported throughout the programme, by Lockton Associates and expert tutors. You will have access to a Coach who is on hand to guide you through each stage of your learning journey, providing you with clear aims and objectives.
  • You will attend workshops to develop particular skills related to this programme. These also provide a great opportunity to build relationships with your dynamic community of likeminded talent in the form of other learners, tutors, coaches and mentors. You will also have access to a Virtual Learning Environment with resources and step-by-step support to ensure your success.

Key tasks and responsibilities include:

*The following elements will be in a support capacity to more experienced associates*

  • Planning, organising and conducting risk based electronic/file audits of the business.
  • Loading and maintaining data collected from the audits into the file audit database.
  • Analysing and interpretation of results and findings in order that trends can be identified, and observations and recommendations identified.
  • To follow up recommendations in a timely manner and communicate to the business and operations team.
  • Providing coaching where required to associates to ensure issues identified are rectified.
  • Providing support and guidance to the business regarding compliance with best practice.

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

You will work towards your:

  • Financial Services Level 3 Apprenticeship.
  • Certificate in Insurance (Cert CII).
  • Level 2 Functional Skills in English and Maths (if required).

This will be done virtually through Davies 6 hours per week off the job.

What is the expected career progression after this apprenticeship?

  • Upon completion of the apprenticeship, you are guaranteed to be offered a permanent position within the company.

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Administrative skills, Number skills, Analytical skills, Logical, Team working, Initiative, Non judgemental, Patience


GCSE or equivalent 5 GCSE's including Maths and English or equivalent (Grade C/4 and above) Essential
A Level or equivalent 2 A Levels or equivalent (Grade Pass) Essential

About the employer

Lockton is a leading, global insurance broker with a focus on exceptional client service and expertise across insurance, employee benefits consulting and risk management. The entrepreneurial culture of the business is reflected in empowering associates to act quickly, learn fast and provide the right solutions for their clients. We attract the best professionals to come and work with us who are excited by our unique culture that values respect, ethical, moral and caring approach, in fact our people are our greatest asset.


Lockton Companies LLP


The St Botolph Building

138 Houndsditch



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Training provider



John Paton

Apprenticeship standard

Financial services administrator

Level 3 (A level)

Employer's Application Instructions

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

Apply now

Closing date: 13 Oct 2023