Skip to main content

Pathway summary

Insurance

Framework:
Insurance
Level:

If you already work in a claims/broking/underwriting technician or team leader/supervisor role in the insurance sector then this apprenticeship is for you.

This framework would suit if you have good:

  • good communication and listening skills;
  • numeracy, research, analytical and IT skills;
  • self discipline; and
  • record-keeping skills.

This programme would also suit you if you  have a good understanding of providing solutions to people’s financial needs and can interact with different kinds of people.

You will be asked to declare any criminal convictions, bankruptcy or CJJs at the time of registration onto the qualifications.

As a guide, you will  require the following skills and attributes to undertake this apprenticeship:

  • self motivation to succeed within the industry;
  • enthusiasm;
  • initiative;
  • capacity to develop organisational skills;
  • potential to complete the qualifications;
  • willingness to learn and apply that learning in the workplace;
  • willingness to work with due regard to health and safety;
  • willingness to adapt to different work roles;
  • capacity to cope in busy conditions; and
  • willingness to communicate with a range of people;
  • numeracy and literacy.

Pathway options and levels

Insurance - Level 4

Pathway 1: Supports the job roles of Claims Technician, Broking Technician, Underwriting Technician and Supervisors. 

Further information

Duration

Level 4: 24 months

Progression routes

Routes include:

  • Managerial roles
  • higher level professional qualifications, including:

CII Level 6 Advanced Diploma in Insurance.

Qualifications

Level 4 Diploma in Insurance

What are the entry requirements for this pathway?

All apprenticeship pathways in Wales have entry requirements.
If you are interested in undertaking this pathway – you need to have the following entry level qualification(s);

Level 4

Whilst there are no formal entry requirements, to be successful on the programme entrants should preferably possess GCSEs in English and Maths at grades A to C, together with a Level 2 Foundation and/or Level 3 Apprenticeship programme in Providing Financial Services (General Insurance) or a generic subject such as Customer Service or Business Administration.

You should be able to demonstrate to an employer and a learning provider:

  • a proven commitment to working with people, perhaps through school link courses or work experience;
  • attainment of GCSEs or equivalent;
  • an interest in financial services.
View full pathway

Document revisions

26 November 2021