Insurance Professional

Insurance Professional

On an insurance professional apprenticeship course, you’ll specialise within an area of business in insurance, such as broking, client management or underwriting.

The insurance professional apprenticeship will equip you with relevant professional qualifications and skills transferable across the insurance industry. This apprenticeship will teach you technical, industrial, and commercial expertise and how to use that knowledge in various challenging and/or unexpected situations.

Depending on your business, you may be involved in broking, client management, underwriting, claims, operations, loss adjustment, reinsurance, risk management, product and pricing, and complaint handling.

As a broker, you could, for example, provide technical help in managing new or existing clients’ insurance arrangements and negotiating and arranging policies to meet their needs.

After completing the course, you can apply for professional registration with the Chartered Insurance Institute or the Chartered Institute of Loss Adjusters.

What you’ll learn

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

  • Offer excellent outcomes to all stakeholders and employ appropriate regulations and procedures, technical knowledge, and experience.
  • Apply legal and insurance principles and understanding of the market structure and its processes, policies, and paperwork to various complex situations.
  • Identify, develop, and build proactive connections and networks that support the task, such as internal/external/market-led/professional and peer interactions. 
  • Accept accountability for delivering in your area of responsibility. When difficulties arise, develop creative ways to meet commitments. 

Entry requirements

You’ll usually need:

  • Depend on employer, but likely A-levels 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: 

  • A portfolio of work completed during the end point assessment stage.  
  • Reflective discussion

Duration and level

  • Duration: 24 months
  • Level: 4 – Higher Apprenticeship

Apprenticeship standard

More information about the Level 4 Insurance Professional 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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