Life & Income Protection Insurance Apprenticeship Programme

Summary

Our Life & Income Protection team helps people protect their financial future when life doesn't go to plan.

As an apprentice, you'll support customers through their insurance applications, learn how protection products work, and help families make important decisions that provide peace of mind and financial security.

Wage

£23,000 a year

Training course

Insurance practitioner (level 3)

Hours

Monday to Friday 9:00am to 5:30pm

37 hours 30 minutes a week

Start date

Monday 20 September 2027

Duration

1 year 6 months

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

• Learn the foundation of insurance and customer service through hands-on experience and structured training
• Work alongside experienced advisors to understand how customer requirements are assessed and how appropriate insurance protection is recommended based on their individual needs
• Build rapport with our customers and help understand their background and medical history
• Keep accurate and up-to-date client records across multiple systems
• Deliver exceptional customer service and learn how to manage telephone conversations with professionalism and empathy
• Learn how to work with and build relationships with underwriters at insurance companies and support our advisors with chasing any missing information

Where you'll work

Ageas House the Square Gloucester Business Park
Brockworth
Gloucester
GL3 4ZP

Training

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

Training provider

WISER ACADEMY LIMITED

Training course

Insurance practitioner (level 3)

What you'll learn

Course contents

• Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
• Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
• Analyse data to make evidence based decisions.
• Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
• Apply appropriate method of communication for audience and circumstances.
• Records, verifies, maintains and where appropriate, shares information.
• Compliant with relevant governance, policies and procedures.
• Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
• Balances competing priorities in order to meet deadlines.
• Builds and maintains positive relationships.
• Work as part of a team to help achieve results.
• Identify potential claims fraud and determine the correct action to prevent loss.
• Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.
• Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.
• Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.
• Gather and interpret relevant information to provide a return on insurance decisions.
• Match client’s needs with available insurance products and services.
• Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.
• Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.
• Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral.
• Analyse data to make evidence based decisions.
• Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.
• Apply appropriate method of communication for audience and circumstances.
• Records, verifies, maintains and where appropriate, shares information.
• Compliant with relevant governance, policies and procedures.
• Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.
• Balances competing priorities in order to meet deadlines.
• Builds and maintains positive relationships.
• Work as part of a team to help achieve results.

Training schedule

Insurance Practitioner Level 3

Requirements

Essential qualifications

GCSE in:

• English (grade 4)
• Maths (grade 4)

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
• Problem solving skills
• Presentation skills
• Logical
• Team working
• Initiative
• Non judgemental
• Patience