Insurance Practitioner
The broad purpose of the occupation is to provide insurance advice, coverage and recourse in the event of a loss, servicing the expectations of client’s policies as they arise, assessing and reviewing risk and handling claims as required. Insurance practitioners provide an important service in the administration of insurance broking, underwriting and claims.
They must understand the needs of clients in order to help provide peace of mind to businesses and individuals by protecting their interests in the event of loss.
The Insurance Practitioner Apprenticeship is an entry level role into the Insurance industry, and can lead to a variety of careers. Future career paths could include underwriting, client relations, insurance claims, loss adjusting, broking, reinsurance and account management.
Candidates new to the industry and those with less than 2 years experience working within a Broking, Claims or Underwriting role.
3
16 Months
Entry Requirements
- Be aged 16 or over
- Not currently in education or completing any Government funded training or qualifications
- Have been a UK resident for the last 3 years
- Employed for a minimum of 16 hours per week
- Spend at least 50% of your employed hours in England
- Must be working within the industry and completing a relevant role
- Have not achieved more than 1 CII IF exam
- Have less than 2 years experience working within a Broking, Claims or Underwriting role
- Have achieved a GCSE (or equivalent) Grade C or 4 and above in English and maths. Candidates who have not achieved this, will need to score at least Level 1 in English and maths initial assessments completed during the Skills Edge enrolment process
- Must be working within the industry and completing a relevant role (or applying for relevant apprenticeship vacancy)
Features and Benefits
As a Skills Edge student you will benefit from:
Regular one to one support sessions
Includes the CII study books and exam entries
Fortnightly workshops for each CII exam
All workshops recorded and available on-demand
Exam tips, tricks, and strategies
Interactive chat, forums and class notebooks for real time support and assistance from experienced and qualified insurance professionals
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Monthly workshops to develop the relevant knowledge and skillset of a Junior Broker, Claims Handler or Underwriting Assistant
Course Structure Overview
Key Learning Outcomes
The Insurance Practitioner Role and Insurance Landscape
There are many insurance departments, products and roles. We will look at the entire insurance industry and what everyone does within it.
Regulation and Insurance
Learn about the insurance regulators and how to adhere to regulation in an insurance role. Learn how to adhere to various statutes including The Data Protection Act and The Equality and Diversity Act.
Customer Service & Maintaining Professional Relationships
Learn how to provide a great customer service and treat our customers fairly. We will discuss the Financial Conduct Authority’s consumer outcomes and how we can adhere to them.
Commercial Awareness and Professionalism
Learn how to be commercially aware and use this to our advantage. We will also discuss and share ideas regarding how we can be the professional in different and challenging circumstances.
Insurance Making Decisions
Learn tactics to enable us to make difficult decisions, how to put the customer first, how to handle conflicting interests and how to balance competing priorities.
Routeway Defined Outcomes
Apprentices will also learn additional outcomes based on the routeway they choose from:
– Broking, Claims or Underwriting.
Full information on all outcomes for this course can be found on the Institute for Apprenticeships & Technical Education website.
Qualifications
As part of this apprenticeship, apprentices will achieve the CII Certificate in Insurance.
This will be made up of:
IF1 - Insurance, Legal and Regulatory
IF2 - General Insurance Business
An additional 3rd exam depending on routeway:
IF3 - Insurance Underwriting Process
IF4 - Insurance Claims Handling Process
I10 - Insurance Broking Fundamentals
If you are purely interested in obtaining your CII qualifications and not the wider apprenticeship outcomes, please check out our CII study support workshops:
End Point Assessment:
The End-Point-Assessment (EPA) is conducted by an independent organisation, who will assess the Apprentice’s knowledge, skills and behaviours through the following methods:
Reflective discussion
A structured interview with the Training Provider to explore the content of the portfolio and the learner journey in more detail.
Case Study Test
Delivered via one-to-one questioning with the independent assessor. It is based on two fictitious insurance scenarios which are tailored to the role.
CII IF1 Insurance, Legal and Regulatory Exam
The Apprentice is awarded an overall grade for their apprenticeship based on their EPA, of Fail, Pass, or Distinction
