Apprentice Commercial Account Handler (NFU Mutual North Notts)

BARRETT, BLOOMFIELD, ROBINSON & DENCH

NEWARK (NG22 0BL)

Closes in 13 days (Thursday 22 January 2026 at 11:59pm)

Posted on 8 January 2026


Summary

Exciting opportunity to join us as a SME Customer account handler.  Service and retention of SME insurance business. Identifying cross sell opportunities and advising additional cover sections.

Training course
Insurance practitioner (level 3)
Hours
Monday to Friday 9am to 5pm

38 hours a week

Start date

Monday 9 February 2026

Duration

1 year

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

·       Retention of SME insurance accounts

·       Service and query handling of SME accounts

·       Support and service to Personal Lines linked accounts

·       Effectively cross selling to our suite of products and introductions to financial services and risk management services

·       Opportunity gathering, lead management and support to our SME sales team

 

Where you'll work

NFU MUTUAL
SAVILE COURT
EAKRING
NEWARK
NG22 0BL

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 - Junior Broker, Level 3 Apprenticeship
  • Certificate in Insurance (Cert CII)
  • Level 2 Functional Skills in English and maths (if required)
  • Remote delivery

More training information

Licencing to SME stage including personal lines – NFU Mutual product suite

Office based on the job learning

1 day per week minimum assigned to study

Requirements

Essential qualifications

GCSE in:

  • English (grade Grade C / 4 or above)
  • Maths (grade C/4 and above)

Desirable qualifications

Other in:

Business, Economics or similar (grade Pass)

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
  • Administrative skills
  • Number skills
  • Logical
  • Team working
  • Creative
  • Initiative
  • Non judgemental
  • Patience

Other requirements

DBS check & Bankruptcy check.

Rural working location, driving licence and own car essential

 

About this employer

Our aim is to provide the very best insurance, financial services and risk management solutions for farm and rural businesses, commercial business and private individuals. We pride ourselves on our professional, friendly and personal approach.

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

Company benefits

25 days paid holiday, 1 funded wellness day per year, NEST Pension Contribution

After this apprenticeship

FT Role as Commercial Account Handler with progression opportunity to Commercial Account Executive and beyond.

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

The reference code for this apprenticeship is VAC2000007216.

Apply now

Closes in 13 days (Thursday 22 January 2026 at 11:59pm)