Apprentice Account Handler

Summary

This is a fantastic opportunity to enter the Insurance sector and develop a career in the industry, as part of your role you will study the Level 3 Insurance Practitioner Apprenticeship, which will include achieving the Chartered Insurance Institute (CII) Certificate in Insurance.

Wage

£14,722.50 to £23,809.50, depending on your age

National Minimum Wage

Check minimum wage rates (opens in new tab)

Negotiable/age dependent minimum wage, but reviewed at year end as part of appraisal and salary review, and potentially on completion of apprenticeship.

Training course

Insurance practitioner (level 3)

Hours

Monday to Friday 9:00 am to 5:00 pm with a half hour break for lunch each day.

37 hours 30 minutes a week

Start date

Monday 1 September 2025

Duration

1 year 7 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

As part of your role, you will need to complete a
variety of tasks including:

Build and maintain ongoing relations with clients
Take information from clients, to enable assessment of
their insurance needs and risk profile
Research insurance companies’ policies and negotiate to find the most suitable cover
Ensure that clients understand the terms and cover provided
Manage client needs throughout the policy life to include any amendments
Advise clients in respect of claims and how to mitigate risk
Support team members with managing their client base and answering customer queries via telephone and email.

No prior experience is required. You will be given appropriate
support and supervision to both carry out your job role and
complete the apprenticeship.

Where you'll work

Universal House
3 Pepper Road, Hazel Grove
Stockport
SK7 5BW

Training

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

College or training organisation

SKILLS EDGE TRAINING LTD

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

The training will take place online accessed from the employers working address.

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 routes 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 digital 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 sector experts

Requirements

Essential qualifications

GCSE in:

3 Subjects (grade Grade 4(C))
English (grade Grade 4(C))
Maths (grade Grade 4(C))

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
Administrative skills
Analytical skills
Team working

About this company

We are Commercial Insurance Specialist Brokers located in South Manchester, operating at local level within our community but have global reach to provide our clients with the best possible service and protection. We offer a full range of insurance and risk management solutions to a wide spectrum of corporate clients and have been successful in providing insurance solutions to sole traders and SME enterprises through to Corporate and PLC’s. We benefit from the financial strength of our DR& P “Group” and far-reaching operations, allowing us freedom to transact with a multitude of Insurers, including MGA’s and Wholesalers, to get the best coverage and pricing for our clients.

https://abinsurance.co.uk/ (opens in new tab)

After this apprenticeship

With further training and career development opportunities
available, this is a really exciting time to join our business and
build a long and successful career within the insurance industry.

We personally invest and fully support and develop our staff.
We ensure that workload and cases are reviewed following
apprenticeship completion, in order to push up development
and ability by increasing variety of cases, premium and product
type.

Ask a question

The contact for this apprenticeship is: