Supporting the sale and renewal of insurance products.
Occupational Profile
Insurance is an incredibly diverse marketplace with a rich history of helping people and businesses assess the risks they could face. Over a million people in the UK work in this exciting industry which provides products and advice on everything from sports cars to hurricanes. Insurance touches the lives of everyone and allows us to operate secure in the knowledge that should the worst happen we will have the support we need. The Insurance Practitioner Apprenticeship is an entry level role into the industry, and can lead into a variety of careers with supporting professional qualifications. Future career paths could include underwriting, client relations, insurance claims, loss adjusting, broking, reinsurance and account management. This standard provides the competencies which will be achieved as part of an introduction to the industry and which will be transferable across future roles and companies.
- Provide support in the acquisition of new clients
- Provide support in the retention of existing clients through the renewal process
- Handle client queries on products, services and accounting
- Process and analyse data to support business objectives
- Accurately prepare and issue documentation
- Prepare reports and market research
- General office administration
- Participate in meetings, both internal and external
- Maintain and develop relationships both internally and externally
- Comply with internal and external regulatory requirements
Summary of standard
https://www.instituteforapprenticeships.org/apprenticeship-standards/insurance-practitioner/
Full standard
https://www.instituteforapprenticeships.org/media/1501/insurance-practitioner-v2-nov-17.pdf
