Summary
Our Insurance Broker apprenticeship is an 18 month programme. You will complete the Level 3 Insurance Practitioner qualification and also the Level 3 Certificate in Insurance. This is a great opportunity to join a growing independent broker, who will support you with other industry qualifications alongside your apprenticeship.
Wage
£22,500 a year
Training course
Insurance practitioner (level 3)
Hours
Monday to Friday, 9am to 5pm.
35 hours a week
Start date
Monday 8 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
* Broking a range of insurance policies and negotiating with insurers
* Helping to indentify cross-selling opportunities and potential gaps in client cover
* Answering client queries via email and phone
* Issuing policy documentation
* Assisting with credit control
* Exact day-to-day role will depend on which department the apprentice works in
Where you’ll work
1 The Square
Bristol
BS1 6DG
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
College or training organisation
DAVIES LEARNING SOLUTIONS LIMITED
Your training course
Insurance practitioner (level 3)
Equal to A level
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.
Your training plan
The apprenticeship will be delivered through one-to-one sessions with your tutor along with other online learning and CII training workshops. You will also be supported by your team and receive on the job training and coaching from Hayes Parsons to complement your studies.
Requirements
Essential qualifications
GCSE in:
* English (grade 4 or above)
* Maths (grade 4 or above)
A Level in:
* Any subject (grade C or above)
* Any subject (grade C or above)
Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.
Skills
* Communication skills
* IT skills
* Attention to detail
* Organisation skills
* Administrative skills
* Team working
* Initiative
Other requirements
This is an office-based role initially and you will be required to be in the office 5 days per week. Upon successful completion of your probation period, you will switch to our standard hybrid working model with a minimum requirement of three days per week in the office.