Commercial Insurance Administrator Apprentice

Summary

We are looking for an apprentice that has the ability to learn, ambitious and extremely hard-working. The role will suit a motivated administrator with a high degree of attention to detail and a keen interest in working in the Commercial Insurance Brokerage Industry.

Wage

£16,640 a year

Training course

Business administrator (level 3)

Hours

9.00am- 6.00pm. Days to be confirmed. You will work 9.00am- 5.00pm daily and the remaining hour will be used towards the completion of off-the-job training for your apprenticeship studies.

40 hours a week

Start date

Monday 3 August 2026

Duration

1 year 1 month

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

The Insurance Administrator/Broker role directly affects the sales performance and profitability of the business unit, as it is wholly responsible for the renewal of existing clients and the placing of new business or upselling with our agencies through Acturis.

It is the responsibility of the apprentice to renew a minimum of 95% of the existing policies and ensure that we have correct agencies to facilitate new business.

You must have a comprehensive knowledge of the appetites of our agencies and track the performance of the agency to ensure that it is fit for purpose.

In addition, you must ensure our quotes meet the demand and needs of our clients and treat them fairly.

It will be your responsibility to meet targets and KPIs through working closely with colleagues and management to ensure that all actions fully support the business' operational requirements in line with company brand, vision, policies, and organisational culture.

Job Responsibilities & Performance Standards:

• Implement our New Business & Renewal Process
• Produce a Broker Report through Acturis, which compares and contrasts the client's existing policy with the new quotes we have provided them. It should provide the customer with various scenarios in which the policy can and can’t be used
• Complete fact finds with all required information. Updating in-house, Industry-specific Fact Finds as and when required
• Complete required Broker Assess training to keep up to date with knowledge and fulfil FCA continuous professional development requirements
• Compliance is mandatory at all times and should be adhered to 100% of the time
• Produce daily, weekly, monthly reports that track both renewals & new business sales
• Build strong working relationships with clients and insurers
• Hold close meetings with senior management to establish that you have agreed all the conditions of the sale prior to trying to close a sale
• Ensure you identify all potential gaps in client's insurance and cross-sell all products
• Use all internal systems to conduct business and educate our clients and potential clients
• Desire to hit & exceed targets with a positive can-do attitude
• Be extremely well-organised & know how to prioritise tasks

Where you'll work

2nd Floor, Jack Dash House
2 Lawn Cl,
London
E14 9YQ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

DAVIDSON TRAINING UK LIMITED

Training course

Business administrator (level 3)

What you'll learn

• Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
• Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
• Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
• Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
• Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
• Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
• Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
• Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Training schedule

• Full training will be given leading to a recognised Business Administrator Apprenticeship Standard Level 3 qualification
• Full on the job training will be delivered
• Off the job training will be supported by our training provider- Davidson Training UK Ltd
• All training will be delivered within the workplace during working hours

Requirements

Essential qualifications

GCSE in:

English (grade 4-9 or A*-C)

Desirable qualifications

GCSE in:

Maths (grade 4-9 or A*-C)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

• Communication skills
• Attention to detail
• Organisation skills
• Customer care skills
• Administrative skills
• Team working
• Initiative
• Motivated
• Strong computer skills
• Strong command of English
• Strong influence
• Ability to work independently
• Excellent time management
• Target driven
• Seeking out opportunities
• Resilience

Other requirements

This is a fantastic role opportunity within a very progressive company. For this role, you will need:

• A consultative style approach with a confident and friendly telephone manner
• Excellent work ethic, ambition, and desire to succeed
• A good sense of humour- we are a friendly team and work hard to create a positive office culture and environment
• Brilliant Time Keeping
• Willing to learn and take training seriously to succeed and achieve

This is your gateway to exciting opportunities in the insurance brokerage industry. As a leading brokerage firm, we are committed to attracting and nurturing top talent. Join our dynamic team and embark on a rewarding career that combines innovation, expertise, and client-centricity.

At Trevellyan Insurance Brokers, we provide a supportive and collaborative work environment where you can thrive and make a meaningful impact. With access to cutting-edge tools and resources, you’ll have the opportunity to develop professionally and contribute to our mission of delivering exceptional insurance solutions to our valued clients. Take the next step in your journey and become part of our success story.