Insurance Practitioner Apprentice

You’ll be working at the very heart of an expanding local business. Once trained, you will specialise in speaking home and motor insurance customers, along with dealing with financial services enquiries and providing admin support. You would be expected to provide exceptional customer service as well as proactively maximising sales by both cross-selling products to existing clients and generating new business leads. You’ll be required to apply your excellent telephone manner to make the most of every prospect and promote the organisation at every opportunity. 

Duties to be completed once trained:

Handle inbound and outbound telephone enquiries from new and existing customers Respond to motor and home insurance and financial services enquiries accurately and professionally Assess customer needs and explain appropriate insurance products and services Prepare, explain, and process insurance quotations and policy amendments Manage renewals, mid-term adjustments, and general policy queries Provide support to the business in respect of administration duties.  Cross-sell and upsell relevant insurance and financial products to existing customers Identify and generate new business leads during customer interactions Build and maintain strong, professional relationships with customers Use an excellent telephone manner to maximise every sales and service opportunity Accurately record customer interactions and update internal systems and records Comply with regulatory, data protection, and company procedures at all times Represent and promote the organisation positively in every customer interaction



Training:

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

Training Outcome:

To progress to a full-time role within the business whether this be focused in customer service, commercial account handler or bespoke home specialist. 

Employer Description:

NFU Mutual (The National Farmers Union Mutual Insurance Society Limited) is a leading UK mutual insurance and financial services provider, known for its customer-focused approach and strong presence across local communities. Established in 1910, NFU Mutual operates through a nationwide network of agency offices offering a wide range of products including home, motor and business insurance, as well as investments, pensions and financial advice.

Working Hours :
Monday to Friday, 9:00am to 5:00pm

Skills:
Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Team working