Start your insurance career with Momentum

You will learn to understand customers’ needs, obtain quotes and arrange suitable home insurance policies. You will also complete the Level 3 Insurance Practitioner apprenticeship, with full training and ongoing support. You will also have opportunities to progress within a growing business.

What you'll do at work

• Speak with customers by phone and email to understand their home insurance needs
• Gather accurate information about customers and their properties
• Obtain and compare home insurance quotes from a range of insurers
• Explain policy options, cover levels, exclusions and costs clearly
• Help customers choose suitable buildings and contents insurance
• Process new policies, renewals and policy changes
• Keep customer records accurate and up to date
• Follow insurance regulations, data protection rules and company procedures
• Work towards agreed customer service and performance targets
• Complete training and coursework for the Level 3 Insurance Practitioner apprenticeship

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

Training provider

THE GROWTH COMPANY LIMITED

Training course

Insurance practitioner (level 3)

What you'll learn

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.