Apprentice Insurance Customer Consultant

NFU Mutual Lancaster

LANCASTER (LA1 3SW)

Closes in 13 days (Monday 30 March 2026 at 11:59pm)

Posted on 16 March 2026

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Summary

Insurance Consultant – sales and changes for existing and new customers on a wide range of insurance products.

 

Wage

£19,000 a year

Check minimum wage rates (opens in new tab)

Salary Increments will be built in, and will increase as they progress through the sales licencing

 

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

35 hours a week

Start date

Monday 27 April 2026

Duration

2 years

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

Proactive Selling. 

  • Compliance and Regulated industry so strong organisation skills required
  • Dealing with customer enquiries from a new quote to a midterm change or assisting with a claim or payment

Where you'll work

MANNIN WAY
LANCASTER BUSINESS PARK
LANCASTER
LA1 3SW

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

  • Elearning for each licence taken
  • Accompanied visits
  • In house coaching
  • Webinars – in house
  • Most of the training is done at the office and agents will take the apprentice on accompanied calls later on once they are more established
  • Training is diarised for the apprentice – there is a lot more to start with and then slows down, but this will always be discussed and built into their working week, as initially apprentices are not allowed to be on the phones until they have reached a certain point in their training

More training information

  • Remote delivery through Davies Learning Solutions
  • Off the job training will be calculated in line with the duration of the apprenticeship
  • English/Maths Level 2 Functional Skills if required.
  • Cert CII
  • L3 Insurance Practitioner – Junior Broker

Requirements

Essential qualifications

GCSE in:

5 of any subject (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
  • Problem solving skills
  • Presentation skills
  • Administrative skills
  • Number skills
  • Analytical skills
  • Logical
  • Team working
  • Creative
  • Initiative
  • Non judgemental
  • Patience

Other requirements

2 references – can be work related and/or personal.

 

About this employer

We are committed to providing our customers, both old and new, with a personal service to help with insurance needs. We offer assistance on a wide variety of products, ranging from straightforward car or home policies to more complex commercials policies, covering a variety of trades.

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

After this apprenticeship

Upon successful completion of your apprenticeship, you may be offered the chance of applying for a Commercial Insurance Account Handler Internal/ External role. 

Ask a question

The contact for this apprenticeship is:

DAVIES LEARNING SOLUTIONS LIMITED

The reference code for this apprenticeship is VAC2000017635.

Apply now

Closes in 13 days (Monday 30 March 2026 at 11:59pm)