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Insurance Practitioner

The Role: The role of an Insurance Practitioner is to arrange and advise on insurance coverage and recourse in the event of a loss. Dealing with customers to advise on any policy related queries as they arise. Insurance practitioners provide an important role in the administration of applications and claims.

Apprenticeship overview

You will learn to 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.

12 Months
Qualification Type
Qualification Achieved
Level 3 Insurance Practitioner Apprenticeship Standard
Programme Delivery

  • Facilitated Workshops
  • E-learning
  • 1-to-1 coaching
  • Collaborative learning
  • Shadowing
  • Mentoring

 The Person:

  • You pride yourself on your integrity and ethics.
  • You are brilliant communicator.
  • You enjoy dealing with customers.
  • You have excellent attention to detail.
  • You have high levels of empathy.

Responsibilities often include:

  • Providing fair and impartial advice on insurance.
  • Understanding clients needs.
  • Completing applications.
  • Researching the best products and policies to meet customer needs.
  • Using IT systems and tools.

Typical Employers:

  • Financial services firms.
  • Insurance brokers.
  • Large/global organisations.

Key Skills for Insurance Practitioners:

  • Excellent communication skills.
  • An interest in policy and procedure.
  • sound ethical standards.
  • high levels of organisation.

Why MetaGedu Apprenticeships?

  •  The knowledge, skills and behaviours you need to succeed
  • Custom-designed apprenticeships
  • Use what you learn immediately in the workplace
  • Personal attention and support for all apprentices
  • Career development and mentoring programme