Account Handler Apprentice
ADF INSURANCE BROKERS LTD
WOLVERHAMPTON (WV10 9TG)
Closes in 17 days (Tuesday 19 August 2025 at 11:59pm)
Posted on 1 August 2025
Contents
Summary
Support experienced Account Handlers with renewals, invoicing and client communications both phone and email. Assist in broking and new business, helping to identify and arrange insurance cover for commercial clients across the UK. A great opportunity to gain hands-on experience and build a career in the insurance industry.
- Wage
-
£15,704 a year
- Training course
- Insurance practitioner (level 3)
- Hours
-
Monday - Friday
9am - 5pm
1-hour for lunch
35 hours 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
The key elements of the role are:
- Support Account Handlers by understanding clients’ business activities and gathering the right information to prepare insurance submissions
- Help source suitable cover by obtaining and negotiating quotations with insurers
- Communicate professionally with clients and insurers - both over the phone and via email - delivering clear, courteous, and well-structured responses
- Build strong working relationships by being reliable, approachable, and attentive to client and market needs
Where you'll work
CREATIVE INDUSTRIES CENTRE
WOLVERHAMPTON SCIENCE PARK
WOLVERHAMPTON
WV10 9TG
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 Level 3 Apprenticeship
- Certificate in Insurance (Cert CII). (if applicable)
- Level 2 Functional Skills in English and maths (if required)
- Training will be via Davies, virtually. 6-hours per week off the job training
Requirements
Essential qualifications
GCSE in:
- Any additional subject (grade Grade C / 4 or above)
- Any additional subject (grade Grade C / 4 or above)
- English (grade Grade C / 4 or above)
- Maths (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
- Administrative skills
- Number skills
- Analytical skills
- Logical
- Team working
- Initiative
- Non judgemental
- Patience
About this employer
Commercial Insurance Broker
After this apprenticeship
Upon successful completion of this apprenticeship, this role offers a clear path to becoming a key member of the new business or broking team, with the opportunity to grow into a New Business Executive or an Account Handler specialising in renewals - or even develop the versatility to confidently manage both areas.
Ask a question
The contact for this apprenticeship is:
DAVIES LEARNING SOLUTIONS LIMITED
The reference code for this apprenticeship is VAC1000334729.
Apply now
Closes in 17 days (Tuesday 19 August 2025 at 11:59pm)
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