Insurance Practitioner Apprentice
James, Welton, Price, Bird & Wheatley
EDGEHILL DRIVE, Henley-In-Arden, Pershore, Stratford-Upon-Avon
Closes in 6 days (Friday 15 May 2026 at 11:59pm)
Posted on 8 May 2026
Contents
Summary
Start your career in insurance with one of the region's leading NFU Mutual agencies. As an Insurance Practitioner Apprentice, you'll deliver outstanding service to our clients while working towards a nationally recognised Level 3 Insurance Practitioner qualification. Full training, mentoring and a clear progression pathway are provided.
- Wage
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£14,560 for your first year, then could increase depending on your age
National Minimum Wage rate for apprentices
Check minimum wage rates (opens in new tab)
£8.52 per hour
Salary: starting salary advertised at the lowest point of our pay scale. The agency reviews salary annually and on successful completion of probation. We pay above the National Minimum Wage for apprentices.
- Training course
- Insurance practitioner (level 3)
- Hours
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Monday to Friday, 9.00am to 5.00pm, with 1 hour unpaid lunch.
35 hours a week
- Start date
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Tuesday 9 June 2026
- Duration
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1 year
- Positions available
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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
We are looking for a motivated and enthusiastic Insurance Practitioner Apprentice to join our friendly team at our NFU Mutual agency. This is an excellent opportunity for someone looking to start their career in the insurance industry, gaining a nationally recognised Level 3 Insurance Practitioner qualification (CII) while working in a supportive, professional environment.
The successful candidate will work alongside experienced colleagues to deliver outstanding service to our personal, commercial and farming clients, learning all aspects of insurance administration, client servicing and policy management. Full training will be provided, with structured support from an in-house mentor, your Skills Edge tutor and our wider operations and learning & development function.
Key responsibilities will include:
- Acting as a first point of contact for clients by phone, email and in person, providing a friendly and professional service in line with our customer service standards.
- Supporting account handlers with the day-to-day administration of insurance policies, including new business, mid-term adjustments, renewals and cancellations.
- Accurately maintaining client records on our CRM and policy systems, ensuring data integrity and compliance with FCA, GDPR and Consumer Duty requirements.
- Preparing and issuing insurance documentation, certificates and correspondence to clients and insurers, ensuring contract certainty at all times.
- Handling general enquiries, signposting clients to the right colleague where specialist advice is required and supporting the wider team with ad hoc administrative tasks.
- Completing all required apprenticeship learning, assignments and CII study within agreed off-the-job training time, working towards successful End Point Assessment.
Where you'll work
You can select which locations you want to apply for in your application on Find an apprenticeship.
This apprenticeship is available in these locations:
- NFU OFFICE, UNIT 5B, TOURNAMENT COURT, EDGEHILL DRIVE, CV34 6LG
- 44A High Street, Henley-In-Arden, B95 5AN
- Tadcaster House Keytec 7 Business Park Suites 3 4, Pershore, Pershore, WR10 2TA
- Unit 15A, Goldicote Business Park, Banbury Road, Goldicote, Stratford-Upon-Avon, CV37 7NB
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
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation:
SKILLS EDGE TRAINING LTD
Your training course:
Insurance practitioner
Equal to Level 3 (A level)
Your training plan:
Insurance Practitioner Level 3 Apprenticeship Standard:
- Your training will be completed online from your employers working address.
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital 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 sector experts.
More training information
More training information
- 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 routes ways tailor the apprenticeship to the job role:
- Claims Handler/Loss Adjuster
- Assistant Underwriter
- Junior Broker
Requirements
Desirable qualifications
GCSE 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
- Self Motivated
- Excellent Verbal skills
Other requirements
Benefits include: 25 days' annual leave plus bank holidays, contributory pension scheme, staff insurance discounts, ongoing professional training and development, and a supportive multi-site working environment.
DBS check: a basic DBS check will be required prior to start date, as is standard for all client-facing roles within an FCA-regulated business.
References: two satisfactory employment / character references will be required.
Right to work: candidates must have the right to work in the UK for the duration of the apprenticeship.
The apprentice will be allocated 6 hours per week of off-the-job training time, supported by a workplace mentor and their Skills Edge tutor.
About this employer
James, Welton, Price, Bird and Wheatley is the NFU Mutual Central-South Warwickshire and Pershore Agency — a long-established, multi-site insurance agency operating from offices in Warwick, Henley-in-Arden, Stratford-upon-Avon and Pershore. We are part of NFU Mutual, one of the UK's leading rural and general insurers, and we look after the personal, commercial, farming and financial services insurance needs of clients across Warwickshire and Worcestershire. The agency employs over 60 people across our four sites and we pride ourselves on delivering an outstanding, relationship-led service to our clients.
https://www.nfumutual.co.uk/agent-offices/warwick/ (opens in new tab)
Company benefits
Benefits include: 25 days' annual leave plus bank holidays, contributory pension scheme, staff insurance discounts, ongoing professional training and development, and a supportive multi-site working environment.
After this apprenticeship
On successful completion of the Level 3 Insurance Practitioner apprenticeship, there is a clear progression pathway within the agency. This may include moving into a permanent Customer Service Adviser or Trainee Account Handler role, with further opportunities to specialise in personal lines, commercial, farming or financial services as experience develops.
We actively support continued professional development through the CII and offer ongoing internal learning and development, mentoring and the potential to progress to higher-level qualifications including Level 4 Insurance Professional. The agency has a strong track record of internal promotion, with many of our senior colleagues having started in entry-level roles.
Ask a question
The contact for this apprenticeship is:
SKILLS EDGE TRAINING LTD
Lucy McCabe
CSWarksops@nfumutual.co.uk
The reference code for this apprenticeship is VAC2000030398.
Apply now
Closes in 6 days (Friday 15 May 2026 at 11:59pm)