Apprentice Insurance Broker Role

Summary

This is a trainee role which will allow the candidate to develop over 18M-2Yrs into a full Commercial Insurance Broking Role. We act as the go between Commercial Customers and Insurers, broking their programme of Risk. Candidates will learn about a large range of industries and Insurance Products.

Wage

£18,500 a year

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Training course

Insurance practitioner (level 3)

Hours

Monday - Friday, 9.00am - 5.00pm (1 hour lunch)

35 hours a week

Start date

Monday 14 July 2025

Duration

1 year 3 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

Update risk details and information on customers on our integrated computer system
Liaise/refer queries from customers to insurers
Update Motor Insurance Database with vehicle changes
Obtaining and checking simple quotes
Post Sorting/Phone answering
Checking Documents

Where you'll work

Millshaw
Millshaw
Leeds
LS11 8EG

Training

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

College or training organisation

DAVIES LEARNING SOLUTIONS 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

Insurance Practitioner Level 3 Apprenticeship Standard:

The role will be fully undertaken within our office with training split between E-learning lessons with the training provider and on the job learning/mentoring with our own office team

More training information

The Apprenticeship course will include the first three insurance exams so that the candidate will finish with the Certificate in Insurance. In addition to this skills specific to our industry will be taught and a portfolio of work will be compiled
Alongside the formal apprenticeship we have a training plan which includes areas that we will develop with our apprentices including report writing, use of IT systems, product knowledge, how claims side of the business works, compliance etc.

Requirements

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
Customer care skills
Problem solving skills
Analytical skills
Team working
Initiative
Willingness to Learn

About this company

Attis was established in 2021 and are a fully independent insurance broker focusing on putting the customer first. Our Mission Statement is to protect the customer's balance sheet using the wealth of specialist experience that we have in the Commercial Broking Sector.

https://www.attisinsurancebrokers.com/ (opens in new tab)

Company benefits

- 30 days Annual Leave as Standard - Company Pension - Free On-Site Parking - Private Medical Insurance - Sick Pay - Regular Company Events - Death in Service included as standard

After this apprenticeship

We would expect Candidates to complete their Apprenticeship programme within 15 months of induction onto the Apprenticeshi
After that we would expect them to progress to Junior and then full Commercial Brokers with options for the right candidate to progress to other more senior roles within the company in due course (these are many and varied)

Ask a question

The contact for this apprenticeship is:

ATTIS INSURANCE BROKERS LTD

Melanie Jordan

Melanie.jordan@attisinsurancebrokers.com

07458 110581

The reference code for this apprenticeship is VAC1000326253.

Apply now

Closes in 13 days (Monday 30 June 2025 at 11:59pm)

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