Insurance Practitioner Apprentice
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Company: James, Welton, Price, Bird & Wheatley
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Location: EDGEHILL DRIVE, CV34 6LG
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Type: Apprenticeship
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Salary: Apprenticeship Minimum Wage
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Sector: Legal, finance and accounting
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Ref: NAS-2000030398
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Application Deadline Date: 15/05/2026
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Start Date: 09/06/2026
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Positions Available: 1
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Working Week: Monday to Friday, 9.00am to 5.00pm, with 1 hour unpaid lunch.
Brief Description
Start your career in insurance with one of the region's leading NFU Mutual agencies. As an Insurance Practitioner Apprentice, you'll deliver outstanding service to our clients while working towards a nationally recognised Level 3 Insurance Practitioner qualification. Full training, mentoring and a clear progression pathway are provided.
Training to be Provided
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation:
SKILLS EDGE TRAINING LTD
Your training course:
Insurance practitioner
Equal to Level 3 (A level)
Your training plan:
Insurance Practitioner Level 3 Apprenticeship Standard:
- Your training will be completed online from your employers working address.
- Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital CII study books and exam entries.
- Resit costs for CII exams and End-Point-Assessment will be covered by the employer.
- Fortnightly workshops for each CII exam.
- All workshops recorded and available on demand.
- Interactive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionals.
- Exam tips, tricks, and strategies.
- Regular tutorials and assessments with sector experts.
Future Prospects
On successful completion of the Level 3 Insurance Practitioner apprenticeship, there is a clear progression pathway within the agency. This may include moving into a permanent Customer Service Adviser or Trainee Account Handler role, with further opportunities to specialise in personal lines, commercial, farming or financial services as experience develops.
We actively support continued professional development through the CII and offer ongoing internal learning and development, mentoring and the potential to progress to higher-level qualifications including Level 4 Insurance Professional. The agency has a strong track record of internal promotion, with many of our senior colleagues having started in entry-level roles.
Vacancy Detail
We are looking for a motivated and enthusiastic Insurance Practitioner Apprentice to join our friendly team at our NFU Mutual agency. This is an excellent opportunity for someone looking to start their career in the insurance industry, gaining a nationally recognised Level 3 Insurance Practitioner qualification (CII) while working in a supportive, professional environment.
The successful candidate will work alongside experienced colleagues to deliver outstanding service to our personal, commercial and farming clients, learning all aspects of insurance administration, client servicing and policy management. Full training will be provided, with structured support from an in-house mentor, your Skills Edge tutor and our wider operations and learning & development function.
Key responsibilities will include:
- Acting as a first point of contact for clients by phone, email and in person, providing a friendly and professional service in line with our customer service standards.
- Supporting account handlers with the day-to-day administration of insurance policies, including new business, mid-term adjustments, renewals and cancellations.
- Accurately maintaining client records on our CRM and policy systems, ensuring data integrity and compliance with FCA, GDPR and Consumer Duty requirements.
- Preparing and issuing insurance documentation, certificates and correspondence to clients and insurers, ensuring contract certainty at all times.
- Handling general enquiries, signposting clients to the right colleague where specialist advice is required and supporting the wider team with ad hoc administrative tasks.
- Completing all required apprenticeship learning, assignments and CII study within agreed off-the-job training time, working towards successful End Point Assessment.
Other Information
Benefits include: 25 days' annual leave plus bank holidays, contributory pension scheme, staff insurance discounts, ongoing professional training and development, and a supportive multi-site working environment.
DBS check: a basic DBS check will be required prior to start date, as is standard for all client-facing roles within an FCA-regulated business.
References: two satisfactory employment / character references will be required.
Right to work: candidates must have the right to work in the UK for the duration of the apprenticeship.
The apprentice will be allocated 6 hours per week of off-the-job training time, supported by a workplace mentor and their Skills Edge tutor.