Commercial Insurance Broker Apprentice

Summary

Commercial account executive dealing with new business, renewals, mid-term adjustments and claims for our client’s commercial insurance needs.

Wage

£16,640 a year

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Pay Increase Once Signed Off To Work Independently

Training course

Insurance practitioner (level 3)

Hours

Monday to Friday, 9am-5pm – office-based.

40 hours a week

Start date

Wednesday 1 October 2025

Duration

1 year 4 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

What you will do within your working day:

An Insurance Agent acts as an intermediary between insurance companies and clients. We help clients identify the cover they need, then recommend the correct insurers and policies. We explain covers by sourcing quotations from various insurers via online facilities or manual presentations for more complex risks, handle claims, carry out mid-term adjustments and more. A key part of the job is building strong relationships with clients and insurers as you will frequently deal with the same people.

You will work with the existing members of staff, assisting them in their work until you have a good understanding of the job. Once you are confident in your work, you will be given your own renewal book and clients to manage under supervision.

Where you'll work

3 SOUTH STREET
CROOK
DL15 8NE

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

DAVIES LEARNING SOLUTIONS LIMITED

Your training course

Insurance practitioner (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents

Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
Analyse data to make evidence based decisions.
Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
Apply appropriate method of communication for audience and circumstances.
Records, verifies, maintains and where appropriate, shares information.
Compliant with relevant governance, policies and procedures.
Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
Balances competing priorities in order to meet deadlines.
Builds and maintains positive relationships.
Work as part of a team to help achieve results.
Identify potential claims fraud and determine the correct action to prevent loss.
Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
Gather and interpret relevant information to provide a return on insurance decisions.
Match client’s needs with available insurance products and services.
Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
Analyse data to make evidence based decisions.
Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
Apply appropriate method of communication for audience and circumstances.
Records, verifies, maintains and where appropriate, shares information.
Compliant with relevant governance, policies and procedures.
Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
Balances competing priorities in order to meet deadlines.
Builds and maintains positive relationships.
Work as part of a team to help achieve results.

Your training plan

You will work towards your:

Insurance Practitioner Level 3 Level Apprenticeship
Certificate in Insurance (Cert CII)
Level 2 Functional Skills in English and Maths (if required)

The apprenticeship & CII training will be via Davies. This will be delivered by various virtual methods, including webinars and one-to-one coaching. A total of 6 hours per week off the job training will be carried out.

Requirements

Essential qualifications

A Level in:

Any subject or equivalent to A level (grade Pass or equivalent to A level)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Logical
Team working
Creative
Initiative
Non judgemental
Patience

Other requirements

Looking for the apprenticeship to be completed and the employee to become a long-term employee.

About this company

Family run insurance brokers

http://www.langleyinsuranceagents.com (opens in new tab)

Company benefits

Salary & Benefits: • £16,640.00 • Yearly bonus • Company pension • 28 Days annual Leave + bank holidays • Free parking • Gym membership • Sick pay Income Protection - Once a full-time employee.

After this apprenticeship

Full-time employment, option to pursue further qualifications in insurance such as ACII.

Ask a question

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