Insurance Broker Apprenticeship (NFU Mutual Scarborough)

PICKERING & ROBINSON

EASTFIELD (YO11 3TU)

Closes in 23 days (Thursday 21 August 2025 at 11:59pm)

Posted on 29 July 2025

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Contents

Summary

Great opportunity to join NFU Mutual (Scarborough), to support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.

Wage

£22,000 a year

Check minimum wage rates (opens in new tab)

We regularly review pay structures within the agency and look to reward progression, particularly upon completion of licenses.

Training course
Insurance practitioner (level 3)
Hours
Monday to Friday, 9.00 to 17.00

37 hours 30 minutes a week

Start date

Monday 15 September 2025

Duration

1 year 6 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

Generic Tasks

Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.

Review and advise upon customer General Insurance requirements

Handle incoming sales enquiries via telephone and email - provide quotations and close sales

Handle Incoming customer enquiries for products within your licenced remit

Act as Life Introducer to obtain appointments for Financial Advisor and NASC team

Identify and initiate cross -sell opportunities and activities to new and existing customers

Acquire and maintain knowledge of NFU Mutual General Insurance products for applicable product licences or in line with agreed personal development strategy

Develop and sustain effective working relationships with customers, all Agency, NFU Mutual and supporting business development staff

Support colleagues with General Agency duties during holiday / sickness absence where appropriate licences or knowledge exist

Administer all networking instructions to meet Agency completion standards

Implement customer payment transactions and processing procedures to maintain Agency credit control

Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agent's Claims Guide, the Agency Guide and any local Agency procedures

Produce correspondence to required timeframes and quality standards

Perform other duties as assigned by Agent / Senior Agent in relation to the general operational tasks of the business

 

Tasks specific to your role

Handle Incoming customer enquiries for products within your licenced remit

Promote Financial Services and make appointments for the Agency Financial Advisor

Work as a team with incoming call volumes to assist with a fairly distributed workload

Continual training to develop skills and maximise personal opportunity

Knowledge, Skills and Attributes

Be able to communicate effectively, both written and verbal. This may include writing to customers such as within post call letters.

Be able to problem solve, use your own initiative and judgement

Demonstrate attributes of honesty, integrity, due skill, care and diligence

Possess good IT skills to use General Microsoft Office programmes and specific NFU Mutual systems such as iFaces, iAchieve, CRM and Bridge.

Sales and Customer service skills connecting basic knowledge of General Insurance products

Be engaging and accepting of an all inclusive environment and willing to support and coach others where required

 

Limit of Authority

No regulated advice to be given or implied on cover for unlicenced General Insurance products

No regulated advice to given or implied relating to claims for unlicenced General Insurance products

Claims authority as per the Agency Delegated Claims Authority

Underwriting authority as per the on-line Underwriting Manual

No regulated advice to be given or implied on Financial Services products

BillingCenter authority as per on-line Process manual.

Where you'll work

CENTENERY HOUSE
UNIT1 MANOR COURT
MANOR GARTH
EASTFIELD
YO11 3TU

Training

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

Training provider

DAVIES LEARNING SOLUTIONS LIMITED

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.

Training schedule

You will work towards your:

Insurance Practitioner L3 – Junior Broker Apprenticeship.
Training will be via Davies, virtually. 6 hours per week off the job training.

Requirements

Essential qualifications

GCSE in:

  • Any additional subject (grade Grade C / 4 or above)
  • Any additional subject (grade Grade C / 4 or above)
  • Any additional subject (grade Grade C / 4 or above)
  • English (grade Grade C / 4 or above)
  • Maths (grade Grade C / 4 or above)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • Communication skills
  • IT skills
  • Attention to detail
  • Organisation skills
  • Customer care skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Team working

About this employer

Financial Services Business

https://www.nfumutual.co.uk/agent-offices/yorkshire-coast (opens in new tab)

Company benefits

Private medical plan.

After this apprenticeship

Upon successful completion of your apprenticeship, our business has a wide range of roles/skills that could could be suitable.

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

The reference code for this apprenticeship is VAC1000332775.

Apply now

Closes in 23 days (Thursday 21 August 2025 at 11:59pm)

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