As an Insurance Apprentice, you will develop and carry out the role of a Modern Insurance Apprentice competently whilst providing an excellent service to customers. This will be achieved through work experience, work shadowing, practical on the job training and development to complete a course of study and obtain a work related qualification. Learn and provide administration support to colleagues in all aspects of insurance, working with attention to detail

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Closing date: 31 Oct 2023

Apprenticeship summary

  • Annual wage


    £300 - £350 per week (depending upon experience)

  • Working week

    Monday - Friday, 08:30 - 17:00, 60 minutes Lunch.

    Total hours per week: 37.5

  • Expected duration

    18 Months

  • Possible start date

    06 Nov 2023

  • Date posted

    23 Aug 2023

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    4 available

What will the apprentice be doing?

  • Follow the Apprenticeship programme including attendance at study and learning sessions, on the job practical training and development opportunities
  • Sign and follow the learning contract with the training provider and adhere to the agreement
  • Learn and provide administration support to colleagues in all aspects of insurance, working with attention to detail
  • Develop and gain working knowledge about relevant insurance products
  • Work in an efficient and effective manner in accordance with Company procedures and processes
  • Work in various areas or departments to develop knowledge, experience and an all round understanding of the Company
  • Ensure accuracy, efficiency and professionalism when dealing with both client and insurer in all aspects of the role

Develop understanding of and undertaking the following tasks:

  • Renewals
  • Quotations
  • Mid Term Adjustments
  • Claims
  • Queries
  • Premium financing arrangements
  • Cover note issuance
  • Policy documentation preparation and issuance
  • Achieve and maintain a high level of customer service and promote exceptional customer care standards at all times.
  • Develop and maintain a professional working relationship with all clients and ensure expert advice in all areas of business.
  • Ensure all business activity fully complies with FCA regulation and company procedures as detailed in the Conduct Polices and Guides to Best Practice
  • Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guide to Best Practice

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

Insurance Practitioner Level 3 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
  • Functional Skills in maths and English, if required

What is the expected career progression after this apprenticeship?

  • There is potential to progress to an Account Handler and then to an Account Executive upon completion of the apprenticeship

Requirements and prospects

Desired skills and personal qualities

Communication skills, IT skills, Attention to detail, Organisation skills, Administrative skills, Analytical skills, Microsoft Office, Confidentiality, Positive 'Can-do' attitude, Responsible


GCSE or equivalent Maths and English (Grade 4/C or above) Essential

About the employer

We’ve been looking after the insurance needs of individuals and businesses in the North East for 50 years, and as one of the largest independent brokers in the region, we know how to look after yours. We always allocate our policyholder one single point of contact, their own “Personal Insurance Broker”. We are not a call centre after all! This is a service which our competitors struggle to match! Our loyal customer base has continued to grow throughout decades even during the current economic climate, which is a true testament to our ethos that we have been, making Insurance personal since 1972.






NE24 2BU

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Training provider



Calvin Goodson

0333 358 3559

Apprenticeship standard

Insurance practitioner

Level 3 (A level)

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