Insurance Broking Executive Apprentice

Summary

This is a fantastic opportunity to join the insurance sector and gain industry recognised qualifications while being offered the opportunity to gain exposure in all the key operational departments within a business. You will be providing support to the broking team and maintaining the diary system for designated members of the team as required.

Wage

£18,000 a year

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The salary structure is as follows: Starting: £18,000 Pass IF1: £18,500 Pass IF3: £19,000 Pass Cert CII and complete apprenticeship programme with Full Time Role: £25,000 Basic, OTE with bonus £35,000

Training course

Insurance practitioner (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm with 1 hour for lunch.

35 hours a week

Start date

Monday 1 September 2025

Duration

1 year 6 months

Positions available

2

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

This is a fantastic opportunity to join and learn from a highly experienced and dynamic team within the insurance sector. You will gain first hand exposure to all aspects of key operational departments within the business, obtain valuable expertise and industry recognised qualifications. You will be offered a competitive initial salary, set additional increases following each exam and a salary increase commensurate with your experience and skills upon qualification.

In addition to the Certificate of Insurance (CII) and DPI internal training programme, as part of your 18 month apprenticeship you will be responsible for the duties as detailed below:

Providing support to the broking team preparing new business and renewal policies, mid-term adjustments, invoices, cover notes and written correspondence
Providing support to the marketing, claims and accounts teams
Working with senior management
Managing the staff entertainment fund and arranging team building exercises
Providing a professional service to all clients at all times
Brokering client’s commercial insurance requirements, working towards more complex types of cover
Accompanying senior broking executives on client site visits and surveys
Ensuring that throughout all departments the client records are kept up to date and completed fully and consistently
Maintaining the diary system for designated members of the team as required
Ensuring adherence to company compliance procedures and data protection requirements

Where you'll work

25 KNOWSLEY STREET
BURY
BL9 0ST

Training

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

College or training organisation

SKILLS EDGE TRAINING LTD

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

Insurance practitioner L3 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 route ways tailor the apprenticeship to the job role:
Claims Handler / Loss Adjuster
Assistant Underwriter
Junior Broker
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the 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 your dedicated trainer

Requirements

Essential qualifications

GCSE or equivalent in:

Maths and English (grade 6/B or above)

A Level or equivalent in:

Any - Desired Business, Economics, Law (grade C or above)

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
Enthusiastic
Proactive
Hard Working
Professional
Career Minded

About this company

At DPI we offer specialist commercial insurance tailored to your individual needs. We are a family owned and run insurance brokers who genuinely care about protecting your business and putting our customers first. Our team of experts boast over 220 years combined experience in the market and are here to provide you with professional advice. By taking the time to understand your business, we ensure you understand your risks and select the most appropriate covers for your needs. DPI arranges insurance for a large volume of businesses and this has afforded us the ability to negotiate preferential rates and beneficial covers. We navigate our panel of A rated insurers, specialist underwriting agencies and the Lloyds market on your behalf to source the most appropriate terms. We take pride in providing peace of mind and financial security so that you can focus on running your business.

https://dpi-insurance.co.uk/ (opens in new tab)

After this apprenticeship

DPI Insurance has been successfully running our apprenticeship programme for more than 5 years. We are a growing business and have experience in training and retaining talented and driven individuals.

Successful candidates will have a clear career path into well paid roles within the organisation. We currently have two previous apprentices within our team, our Commercial Renewals Manager (£55k OTE) and one of our Commercial Renewal Executives (£45k OTE).

DPI Insurance offers industry recognised CII training alongside our Internal Training Programme. Your journey doesn’t stop with an apprenticeship, CII training is also available to further qualifications, such as a DIP CII and ACII post apprenticeship.

Ask a question

The contact for this apprenticeship is:

SKILLS EDGE TRAINING LTD

Calvin Goodson

calvin.goodson@skillsedge.co.uk

01603577962

The reference code for this apprenticeship is VAC1000319969.

Apply now

Closes on Thursday 31 July 2025

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