Insurance Practitioner

Insurance Practitioner

On an insurance practitioner apprenticeship course, you’ll help support the sale and renewal of insurance policies.

The insurance practitioner apprenticeship is designed to provide you access to an industry that offers products and advice on anything, from sports cars to hurricanes.

This apprenticeship will prepare you for various careers such as underwriting, customer service, insurance claims, loss adjustment, broking, reinsurance, and account management. You will acquire knowledge and experience that will help you in future careers and companies. 

As an insurance practitioner, you will be in charge of assisting in developing new clients and retaining existing ones, handling client inquiries on products, services, and accounting, processing and analysing data, preparing and issuing documentation, and maintaining and developing relationships.

What you’ll learn

On an insurance practitioner apprenticeship course, you’ll learn to:

  • Achieve desired business outcomes within one’s area of insurance responsibility, in line with the organisation’s commercial aims and objectives.
  • Gather information from several sources to choose an appropriate action plan, such as a recommendation, a conclusion, or a referral.
  • Use the most suitable communication technology for the audience and circumstances.
  • Identify work with stakeholders and create and maintain a network of stakeholders to accomplish casework. 
  • Determine the course of action to prevent loss by detecting potential claims fraud.
  • Manage insurance claims and/or payments within the extent of your authority and in line with established policies and procedures.
  • Identify and manage insurance risks within one’s authority and in line with rules and procedures.
  • Collect and analyse relevant data to provide a return on insurance options.
  • Match the client’s needs to the insurance products and services that are offered.
  • Recommend insurance and premium options within the extent of your authority and in line with the policies and procedures of your company.
  • Identify and present the client’s case with the insurer to maximise the potential return on insurance options within the constraints of one’s own work.
  • Work as part of a team to achieve results.

Entry requirements

You’ll usually need:

  • Depending on the employer, but likely GCSEs or equivalent qualifications or relevant experience.
  • Apprentices without level 2 English and maths will need to achieve this before taking the end-point assessment.

Assessment methods

The End Point Assessment comprises three distinct assessment methods: 

  • Professional discussion underpinned by a portfolio 
  • Case study test 
  • Multiple-choice test

Duration and level

  • Duration: 12 months
  • Level: 3 – Advanced Apprenticeship

Apprenticeship standard

More information about the Level 3 Insurance Practitioner Apprenticeship standard can be found here.

Apprenticeship end point assessment

For more information about the End Point Assessment Process, please read the Institute of Apprenticeships’ information page.

Updated on October 1, 2022

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