CHARTERED INSURANCE BROKER APPRENTICESHIP

Summary

Join Hazelton Mountford for an exciting and varied career in insurance, starting with an apprenticeship. Our apprentice schemes will be from level 3 and up to level 6. Read what it’s like to work at Hazelton Mountford on our Careers page: www.hazeltonmountford.co.uk/careers-at-hazelton-mountford.

Wage

£18,000 a year

Check minimum wage rates (opens in new tab)

£18,000 - £24,000

Training course

Insurance practitioner (level 3)

Hours

Monday - Friday 8.30am - 5.00pm

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

Specific duties include:

Gaining Insurance knowledge and experience including studying for Chartered Insurance Qualifications
Working closely with Account Executives and other experienced Handlers to ensure clients’ needs are met, renewals are issued on time and mid-term adjustments processed
Learn to prepare new business quotations
Under the supervision of Account Executives and Account Handlers and as experience grows you will learn how to process other more complex business insurances and advise clients on their insurance needs
Refer and liaise with insurance underwriters as appropriate
Prepare and broke renewals and new business for these policies

In addition, you should learn to approach your work within HM’s Core values of:

Personal Service, Integrity, Value for Money and Expertise.

Where you'll work

4 BANK STREET
WORCESTER
WR1 2EW

Training

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

College or training organisation

WISER ACADEMY LIMITED

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

Working week: Monday to Friday 8.30am - 5.00pm

Level 3 Insurance Practitioner.

Cert CII.

12-15 Months.

Level 4 Insurance Professional.

Dip CII.

24-27 months.

Level 6 Senior Insurance Professional.

ACII.

30-36 months.

Total hours per week: 37.5

Expected duration:

18 months (min) - 36 months (dependent on level).

Hazelton Mountford’s insurance head-office, within the centre of the ‘faithful city’ Worcester. We relocated within the city into our current offices in 2014.

4 Bank Street, Worcester, WR1 2EW.

Telephone: 01905 611951

www.hazeltonmountford.co.uk

Requirements

Essential qualifications

GCSE or equivalent in:

English (grade 6)
Maths (grade 6)

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
Presentation skills
Administrative skills
Number skills
Analytical skills
Team working
Initiative
Negotiating Skills

Other requirements

• Respects and values all colleagues • Listens, observes and learns from others • Responds positively to constructive feedback • Effectively manages time including punctuality taking into account customer and team needs or demands • Applies new knowledge and skills, using all tools, seeks support and guidance where necessary...

About this company

Hazelton Mountford are a leading, privately owned independent chartered insurance broker providing business insurance, private clients insurance and a tenant referencing service. The Hazelton Mountford Group, established in 2008 is a relational, people centred business. The team remain people-centric and always treat clients in accordance with their core values: Personal Service, Expertise and Integrity.

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

Company benefits

After probation/apprenticeship full employee benefits package

After this apprenticeship

Commercial Insurance Broking offers an extremely rewarding and varied career dealing with a huge variety of clients ranging from local businesses to multi-national organisations, charities to haulage contractors.

Hazelton Mountford have a rewarding career plan that can lead in various directions depending on your skills and ambitions. Employee benefits, generous salaries and a friendly community working environment.

A Hazelton Mountford apprentice not only needs the basics of good maths and English but also strong relational and interpersonal skills, the ability to take initiative, a drive to succeed and the ability to fit into our team.

Learn more about our journey into insurance here: www.hazeltonmountford.co.uk/latest-news/our-insurance-journey-by-hazelton-mountford/

Please click on the link to hear more about what it’s like to work in insurance broking: https://d10ou7l0uhgg4f.cloudfront.net/wp-content/uploads/2019/10/18152817/ITN-interview.jpg.

To find out more about the Chartered Insurance Apprenticeships, please email Gordon Hazelton: gordon@hazeltonmountford.co.uk.

Ask a question

The contact for this apprenticeship is:

HAZELTON MOUNTFORD LTD

Gordon Hazelton

gordon@hazeltonmountford.co.uk

01905 611951

The reference code for this apprenticeship is VAC1000319653.

Apply now

Closes on Wednesday 30 July 2025

When you apply, you’ll be asked to sign in with a GOV.UK One Login. You can create one at the same time as applying for this apprenticeship.

Cookies on Find an apprenticeship

Contents