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Apprenticeship training course

Insurance practitioner (level 3)

Supporting the sale and renewal of insurance products.

Qualification level
3
Equivalent to A level.
Typical duration
12 months
Apprenticeship category
Legal, finance and accounting
Maximum funding
£8,000
Maximum amount government will fund
for apprenticeship training.
Also known as
  • Account handler
  • Junior broker
  • Loss adjuster
  • Underwriting assistant
Skills
Skills an apprentice will learn
  • 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.

Full information on Insurance practitioner (level 3) is available from the Institute for Apprenticeships and Technical Education.

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