Insurance Practitioner Apprentice
D&G INSURANCE SERVICES LIMIT -ED
REDCAR (TS10 1AG)
Closes in 11 days (Saturday 1 November 2025 at 11:59pm)
Posted on 15 October 2025
Contents
Summary
Insurance broker administration, contacting insurers & clients for required documents, payment of premiums & defaulted client premium finance agreements. Telephone use including taking/passing messages. Gradual progression onto Insurance Adviser role.
- Wage
-
£20,000 a year
Check minimum wage rates (opens in new tab)
Bonus on completing CII exams Wage increase once qualified as insurance adviser.
- Training course
- Insurance practitioner (level 3)
- Hours
-
Monday - Friday, 9.00am - 5.00pm with 30 minutes lunch (paid)
40 hours a week
- Start date
-
Monday 3 November 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 this role, you will complete the following duties:
- Contacting clients for required documents (proposal forms, no claims discounts, driving licences etc.)
- Chasing clients for payment of premiums
- Contacting clients for defaulted client premium finance agreements.
- Settling of insurance company monthly statements or premium finance statements
- Learning the operating system (SSP)
- Learning the general feel for insurance broking in general lines insurance
- Shadowing members of staff to develop knowledge for insurance quotations
- Signing up to the bravo ‘link’ platform for CPD in relation to learning the insurance ‘core modules’
Where you'll work
40 STATION ROAD
REDCAR
TS10 1AG
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING LTD
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 access you training online from the employers site address
More training information
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 ways tailor the apprenticeship to the job role:
- Broking
- Claims
- Underwriting
- 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:
- English (grade 4)
- Maths (grade 4)
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
- Customer care skills
- Administrative skills
- Analytical skills
- Team working
About this employer
Established in 1986, D&G Insurance Services is a well-respected, independent insurance broker based in the North East of England, with offices in Redcar and Sedgefield. We provide a wide range of commercial and personal insurance services — from motor, home, and contents to professional indemnity, business interruption, commercial combined, contractors’ all-risk, and more. Being privately owned and independent means we’re able to offer impartial advice tailored to each customer’s needs, rather than pushing a particular insurer’s products. Our clients benefit from a combination of traditional, high-touch brokering expertise and cutting-edge technology, ensuring efficient, responsive service. At D&G, we pride ourselves on delivering personal service. Our highly trained brokering team works closely with clients throughout the entire relationship, providing professional, trustworthy, and confidential support.
After this apprenticeship
- Ongoing continuous professional development (CPD) will play a key part in supporting future career progression
- As knowledge, skills, and confidence grow, there will be opportunities to progress into an adviser role, taking on greater responsibility for providing client advice and developing professional expertise. Continued learning and qualifications will help ensure long-term growth and success within the profession
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC1000346531.
Apply now
Closes in 11 days (Saturday 1 November 2025 at 11:59pm)
Sign in with your GOV.UK One Login to apply.