Apprentice Customer Service Adviser

Summary

You will thrive on learning all about the Insurance sector and dealing with NFU Mutual customers whilst generating and securing sales of NFU Mutual insurance products to the local private and business community.

Wage

£18,000 a year

Check minimum wage rates (opens in new tab)

Salary range is £18,000-£24,000 dependent on experience.

Training course

Insurance practitioner (level 3)

Hours

Monday-Friday 9am-5pm.

37 hours 30 minutes a week

Start date

Tuesday 1 July 2025

Duration

1 year 3 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

Speaking with new and existing customers over the phone, via email and during office visits
Handling queries and making amendments to existing policies
Providing quotes to new and existing customers
Complete product licencing
Cross-sell our products to existing customers
Maintain a good rapport with customers and build new relationships with new customers
Provide support to the team

Where you’ll work

UNIT 1
BOXTED FARM
BERKHAMSTED ROAD
HEMEL HEMPSTEAD
HP1 2SG

Training

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

College or training organisation

DAVIES LEARNING SOLUTIONS LIMITED

Your training course

Insurance practitioner (level 3)

Equal to A level

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.

Your training plan

You will work towards your:

Insurance Practitioner Level 3 Apprenticeship
Certificate in Insurance (Cert CII)
Level 2 Functional Skills in English and maths (if required)

Training will be via Davies, virtually. 6 hours per week off-the-job training.

Requirements

Essential qualifications

GCSE in:

English and Maths (grade A-C/8-4 or equivalent)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Presentation skills
Administrative skills
Number skills
Analytical skills
Team working
Initiative

Other requirements

SHL numerical reasoning and verbal reasoning tests will be issued as part of the application process. We will complete a solvency and basic criminal background check. Full UK driving license and own vehicle preferred due to lack of public transport links in the area.

About this company

Insurance company – NFU Mutual

https://www.nfumutual.co.uk/agent-offices/hemel-hempstead/ (opens in new tab)

Company benefits

25 days holiday. Employer Pension Contribution. 14 days sick pay (in a rolling 12-month period). Health & Wellbeing expenses benefit (up to £450 per year). Long-service additional annual leave. Paid volunteering day at a selected local charity.

After this apprenticeship

Different options will be available dependent upon interest and aptitude, including sales, account management and claims.

Ask a question

The contact for this apprenticeship is: