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SchemeServe

Training & Product Specialist

Chelmsford
£30k – £35k/yr
Posted about 22 hours ago
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About The Role

We’re looking for someone to join SchemeServe in a hybrid training and product building role.

Your primary focus will be training and enablement - helping our clients understand SchemeServe, become confident using the platform and learn how to build and manage their own insurance products.

Alongside training, you’ll work on building and configuring insurance products for our clients using SchemeServe. This gives you practical, hands-on experience of the platform and the same product-building processes that you'll be teaching to customers.

The balance will flex depending on demand. Some weeks may be heavily focused on client training, while others may involve more time working on client product builds more independently.

This is a varied role for someone who enjoys technology, problem-solving and working with people.

What You'll Be Doing

Training & Client Enablement

  • Deliver engaging client training sessions covering SchemeServe and its functionality.
  • Train customers to build and manage their own insurance products using SchemeServe.
  • Provide targeted training when clients need help with specific areas of the platform.
  • Deliver internal training and support the onboarding of SchemeServe employees.
  • Create and maintain Help Guides, training videos, tutorials and other learning resources.
  • Organise and host webinars covering SchemeServe functionality and best practice.
  • Identify recurring knowledge gaps and turn them into useful training or self-service resources.
  • Help clients become increasingly self-sufficient when using SchemeServe.

Insurance Product Building

  • Alongside training, you'll work on client projects to help build and configure insurance products on SchemeServe.

    This could include:

    • Building new insurance products on SchemeServe.
    • Translating underwriting guides and product specifications into working products.
    • Configuring question sets, rules, documents and other product functionality.
    • Building and maintaining rating using Excel.
    • Testing products and checking they behave as expected.
    • Supporting changes and updates to existing products.
    • Working with clients and internal teams to understand product requirements.
    • Troubleshooting configuration issues and finding practical solutions.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

See breakdown
Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

You do not need to be a software developer. The role is about understanding insurance products, learning SchemeServe and using the platform to turn requirements into working products.

What The Role Could Look Like

One day you might be:

  • Delivering training to a broker learning how to build their first insurance product.
  • Creating a new Help Guide or training video.
  • Running a webinar for SchemeServe customers.

Another day you might be:

  • Reviewing an underwriting guide for a new product.
  • Building a question set or rating file.
  • Testing a product before launch.
  • Working with colleagues on a client product build.

The two areas naturally complement each other. Building products gives you first-hand experience of the challenges our clients encounter, while training clients gives you insight into how we can make SchemeServe and our product-building processes easier to understand.

You'll Fit Right In If You...

  • Enjoy working with people - you're comfortable explaining things and helping someone work through a problem.
  • Have insurance knowledge - you understand insurance terminology, products and how the industry operates.
  • Enjoy teaching and sharing knowledge - you get satisfaction from helping someone understand something new.
  • Are naturally curious - you want to understand how things work and why.
  • Enjoy problem-solving - you'd rather investigate and find a solution than simply follow a checklist.
  • Are comfortable with technology - you don't need to be a developer, but you're confident learning and using digital tools.
  • Can communicate clearly - whether you're running a training session, talking to a client or writing a Help Guide.
  • Are self-motivated and dependable - you're comfortable managing your own workload in a remote environment.
  • Work swiftly while maintaining attention to detail.
  • Are willing to challenge the norm and suggest better ways of doing things.

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Essential Requirements

  • Experience in training (preferably in SaaS or insurance).
  • Strong communication and presentation skills.
  • Comfortable working directly with clients.
  • Good general computer skills, including confidence using Excel.
  • An interest in learning how insurance products are configured and built.
  • Ability to work independently while collaborating across different teams.
  • UK-based, although the position is fully remote.

Nice to Have

  • Previous experience delivering training, onboarding or demonstrations.
  • Experience using insurance software or SaaS platforms.
  • Experience configuring insurance products, schemes or rating.
  • Experience as an underwriter, broker, configuration analyst or business/systems analyst.
  • Experience creating training materials, videos or documentation.

We're looking for the right person, rather than someone who ticks every box.

About SchemeServe

At its heart, SchemeServe is all about making insurance simple.

Our platform helps insurance brokers, MGAs and insurers design, build and manage their own insurance products (or ‘schemes’) with ease. Some of our customers build their products themselves, while others ask our team to build them.

We’ve always been a fully remote company, but we still love getting together. Twice a year, we meet in person for Team Retreats - one in March and another in September. These are all about sharing ideas, relaxing and building real connections.

Past retreats have featured everything from archery tag and murder mystery nights to inflatable obstacle courses and axe throwing.

We’re big on personal growth and love to see our team pushing themselves to learn and develop new skills. Need books, mentoring or professional development opportunities? We’ve got you covered.

Plus, we offer flexible working, paid days to volunteer for causes you care about, a friendly and supportive team and a relaxed but ambitious company culture.

We’re looking for the right person, not just a checklist of experience — so if this sounds like you, we’d love to hear from you!

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Location

Chelmsford, England, United Kingdom

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