Insurance & Risk Advisor Apprenticeship
SENSE RISK SOLUTIONS LIMITED
Bristol (BS16 5NS)
Closes in 18 days (Friday 3 July 2026)
Posted on 12 June 2026
Contents
Summary
Managing risk and arranging the appropriate insurance for SMEs is key to their survival. You will become their trusted advisor, helping them navigate their risks by offering unrivalled advice on how to protect those risks through insurance.
- Wage
-
£21,500 a year
- Training course
- Insurance practitioner (level 3)
- Hours
-
Monday -Friday (8.45am-5.15pm)
37 hours 30 minutes a week
- Start date
-
Monday 31 August 2026
- 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
80% of your time (4 days) will be on the job training (at 40 Broad Street, Staple Hill, BS16 5NS), including:
- Observing the team both in the office and at client meetings
- Speaking to small businesses about their risks and advising on insurance covers
- Data entry – inputting client details into appropriate insurer quote engines
- Negotiating with insurers to ensure you tailor covers to meet the client’s needs
- Regular contact with clients and amending their insurances to stay relevant to the changes in their business
- Managing claims to ensure a positive outcome for our clients
- Attending networking events remotely and across the Southwest to get to know the local small business community
- Assisting with procedure manuals and templates for future learners
- Writing thought pieces for social media to build brand reputation
- Involvement in the Chartered Insurance Institute/BIBA to promote the profession
Where you'll work
40 Broad Street
Bristol
BS16 5NS
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
METAGEDU APPRENTICESHIPS 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
Knowledge is one of our core values. As such, this will be a circa 3-year programme starting with a 15-month programme to achieve the Certificate level qualification and then a second programme of circa 20 months to get to the Diploma. The qualifications to earn include;
CILA Certificate in Insurance
CII Certificate in Insurance
CII Certificate in London Markets Insurance
Your working week:
20% of your time (1 day) will be spent studying remotely including:
· Reading/researching and writing assignments/attending exams with a focus on the general insurance marketplace, insurance law, accounting principles, governance as well as how insurance products operate including liabilities and property damage/business interruption.
· Attending seminars and workshops including those provided by your trainer, insurers, and the Chartered Insurance Institute.
The reamining 80% of your time (4 days) will be on the job training (at 40 Broad Street, Staple Hill, BS16 5NS).
Requirements
Essential qualifications
GCSE in:
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
- Problem solving skills
- Presentation skills
- Administrative skills
- Number skills
Other requirements
25 days holiday plus Bank Holidays
About this employer
As you demonstrate a commitment to the role and the learning, you will be assigned a book of clients to work with, which you will grow working alongside a new apprentice, who will start where you did. You will support them on that journey, and they will support you in turn.
After this apprenticeship
As you demonstrate a commitment to the role and the learning, you will be assigned a book of clients to work with, which you will grow working alongside a new apprentice, who will start where you did. You will support them on that journey, and they will support you in turn.
Ask a question
The contact for this apprenticeship is:
METAGEDU APPRENTICESHIPS LTD
Karina Khosla
kkhosla@metagedu.io
07375 552735
The reference code for this apprenticeship is VAC2000037035.
Apply now
Closes in 18 days (Friday 3 July 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.