Insurance Practitioner Apprentice

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.

Training:

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.

Training Outcome:

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.

Employer Description:

James, Welton, Price, Bird and Wheatley is the NFU Mutual Central-South Warwickshire and Pershore Agency — a long-established, multi-site insurance agency operating from offices in Warwick, Henley-in-Arden, Stratford-upon-Avon and Pershore. We are part of NFU Mutual, one of the UK's leading rural and general insurers, and we look after the personal, commercial, farming and financial services insurance needs of clients across Warwickshire and Worcestershire. The agency employs over 60 people across our four sites and we pride ourselves on delivering an outstanding, relationship-led service to our clients.

Working Hours :
Monday to Friday, 9.00am to 5.00pm, with 1 hour unpaid lunch.

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Self Motivated,Excellent Verbal skills