Insurance Professional
The Insurance Professional Apprenticeship provides a development pathway that will allow apprentices to specialise in a particular area of the industry with supporting and appropriate, professional qualifications.
The standard is, therefore, of broad application across the insurance sector. It supports the consolidation of technical, industry and business knowledge and the development of the skills needed to apply this to a range of complex and/or unfamiliar situations.
This apprenticeship is ideal for those who are already working in the industry and have completed their CII Certificate in Insurance. It can also be used to support an organisations graduate programmes.
Candidates with experience in the Insurance Sector and have achieved their Cert CII (or hold equivalent credits)
4
28 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 a minimum of 1 years industry experience (unless part of a graduate programme)
- Have not achieved more than 2 CII Diploma in Insurance units (M units)
- Have achieved the CII Certificate in Insurance, or have the equivalent of 30 CII Certificate units
- 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 an Insurance Professional
Course Structure Overview
Key Learning Outcomes
Insurance Market
A comprehensive understanding of the insurance market and the available products and services.
Risk & Regulatory
A comprehensive understanding of the Financial Services legal and regulatory framework and organisational policies and procedures to ensure compliance. Demonstrates an understanding of how a range of situations may be affected by legal and insurance principles.
Clients & Colleagues
An understanding of the importance of being proactive in developing the relationships and networks required to be successful in the role, whilst achieving business objectives and ensuring that client needs are met.
Processes & Procedures
A clear understanding of the processes and procedures relevant to the technical requirements of the role and their impact on the wider organisation and industry.
Commercial Awareness
An understanding of the impact of change within the insurance market and how it affects the role and the wider organisation.
Understands and can differentiate between the organisation’s short, medium and long term business objectives.
Technical Ability
Ability to apply technical knowledge and experience to deliver positive outcomes to all stakeholders utilising appropriate policies and procedures.
Ability to apply legal and insurance principles, knowledge of the market structure and its processes, procedures and documentation to a range of complex situations.
Relationship Development
Can proactively identify, generate and develop relationships and networks that support the role, including but not limited to internal/external/market led/professional and peer relationships. Can leverage relationships to improve the reliability of customer service based on customer feedback. Engages with and supports colleagues so that they are empowered to resolve customers issues within organisational guidelines.
Communication
Adapts communication and resources to take account of the target audience including less experienced colleagues. Presents information accurately and effectively using more complex communication methods such as reports and presentations. Communicates using the necessary technical language but articulates this in a way that others can understand.
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 Diploma in Insurance
This will be made up of:
M05 – Insurance Law
M92 – Insurance Business and Finance
M80 – Underwriting Practice
M81 – Insurance Broking Practice
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:
A Portfolio of Work
This could be from a range of evidence and will be compiled by the Apprentice. The most appropriate types would be identified through discussion with the Employer, Training Provider and Apprentice, taking into account the job role and internal systems and processes.
Reflective discussion
A structured interview with the Training Provider to explore the content of the portfolio and the learner journey in more detail.
The Apprentice is awarded an overall grade for their apprenticeship based on their EPA, of Fail, Pass, or Distinction.
