Insurance Practitioner Apprentice
COEUS INSURANCE MANAGEMENT LTD
LIVERPOOL (L24 8RN)
Closes in 25 days (Tuesday 30 September 2025 at 11:59pm)
Posted on 4 September 2025
Contents
Summary
This is a fantastic opportunity to enter the insurance sector, with full support provided in order to achieve professional qualification(s) such as the Certificate in Insurance with the Chartered Insurance Institute (CII) to enhance career progression within our organisation beyond completion of the apprenticeship programme.
- Wage
-
£23,000 a year
- Training course
- Insurance practitioner (level 3)
- Hours
-
Monday - Friday, 9am to 5pm with 1-hour lunch break
35 hours a week
- Start date
-
Monday 6 October 2025
- Duration
-
1 year 7 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 apprentice will assist with the profitable handling and growth of existing and new client accounts on Commercial and Corporate Risks, either on a direct basis or supporting the Account Executives in all activities related to the placement and administration of a portfolio of clients to ensure best practice is achieved to retain existing clients whilst pro-actively working to win new accounts and grow revenue.
The successful candidate will receive full in-house insurance specific training provided by specialist Insurance Trainers.
Key Responsibilities:
- Achieve a thorough understanding of the insurance basics, Insurance principles and Insurance Broking market
- Liaise with client executives regarding placement strategy for policies existing renewals and assist with the annual renewal administration and general insurance queries
- Participate in new business initiatives & tenders
- Request and review underwriting information
- Support the preparation and submission of accurate market presentations in consultation with the Account Executives
- Support in the analysis of quotes and work with insurers to negotiate cover and premiums
- Assist with the preparation of client reports for renewal, and specific projects as required
- Act as direct point of contact within service team for day-to-day client insurance queries on certain accounts
- Act as support and alternative point of contact to Account
- Executives who manage the client relationship
- Administer mid-term changes to risk
- Strive to deliver best practice, market-leading service and solutions for all clients
- Develop strong working relations with carriers and or underwriters to create innovative approaches to unique client needs and provide cohesive client service
- Support the claims process from notification right through to completion
Where you'll work
INSPIRATION HOUSE
21 DE HAVILLAND DRIVE
SPEKE
LIVERPOOL
L24 8RN
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
SKILLS EDGE TRAINING LTD
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:
Insurance Practitioner Level 3 Apprenticeship Standard
Certificate in Insurance (CII)
The programme will consist of the following:
- Learning and development programme that includes the CertCII
- Develop the knowledge, skills and behaviours of successful Insurance Practitioners
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme
- Includes the CII digital study books and exam entries
- Fortnightly workshops for each IF 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
- Functional skills if needed
Requirements
Essential qualifications
GCSE in:
- English (grade 4)
- English (grade 4)
A Level in:
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
- Administrative skills
- Team working
- Initiative
About this employer
Coeus Insurance Management are a proactive practitioner-based Insurance Broker, Claims Management Adviser and Risk Management Adviser. We provide our clients with bespoke, cost-effective, risk solutions through our trading divisions of: - Commercial Insurance - Corporate Insurance - Private Clients Coeus Insurance Management was formed in 2013 to advise other companies and professional firms on the full spectrum of insurance requirements necessary to protect their businesses and assets. With over 50 years combined experience.
After this apprenticeship
Full support with career progression and further Insurance specific qualification being obtained. We expect the individual to complete the ‘Certificate in Insurance’ within the first 15 months of employment, with further training, support and qualifications to develop with the business to be offered after completion of the apprenticeship.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
The reference code for this apprenticeship is VAC1000340372.
Apply now
Closes in 25 days (Tuesday 30 September 2025 at 11:59pm)
Sign in with your GOV.UK One Login to apply.