Risk and Insurance Advisor Apprenticeship

Managing risk and arranging the appropriate insurances for micro-businesses/SMEs is key to their survival. You will become their trusted advisor, helping them navigate their risks by offering unrivalled advice on how to protect those risks through insurance.

What will the apprentice be doing?

80% of your time (4 days) will be on the job training (at the Bristol & Bath Science Park) including:

· Observing the team both in the office and at client meetings

· Speaking to small businesses about their risks and advising on insurance covers

· Data entry - inputting client details into appropriate insurer quote engines

· Negotiating with insurers to ensure you tailor covers to meet the client's needs

· Regular contact with clients and amending their insurances to stay relevant to the changes in their business

· Managing claims to ensure a positive outcome for our clients

· Attending networking events remotely and across the Southwest to get to know the local small business community

· Assisting with procedure manuals and templates for future learners

· Writing thought pieces for social media to build brand reputation

· Involvement in the Chartered Insurance Institute/BIBA to promote the profession

GCSE or equivalent English (Grade Grade 4-9 (C-A

• ) or equivalent) Essential

GCSE or equivalent Maths (Grade Grade 4-9 (C-A
• ) or equivalent) Essential


Things to consider

The programme is open to anyone with or without insurance experience. You may already be in the sector and want to work with an employer that will support you with both time and training within your contractual hours to complete the qualifications. You will need to have a full UK driving licence at the end of the 3 years to visit clients.

Knowledge is one of our core values. As such, this will be a 3-year programme starting with a 12-month programme to achieve the Certificate level qualification and then a second programme of 24 months to get to Diploma.

Your working week:

20% of your time (1 day) will be spent studying remotely including:

· Reading/researching and writing assignments/attending exams with a focus on the general insurance marketplace, insurance law, accounting principles, governance as well as how insurance products operate including liabilities and property damage/business interruption.

· Attending seminars and workshops including those provided by your trainer, insurers, and the Chartered Insurance Institute.

The reamining 80% of your time (4 days) will be on the job training (at the Bristol & Bath Science Park).

What to expect at the end of your apprenticeship

As you demonstrate a commitment to the role and the learning, you will be assigned a book of clients to work with, which you will grow working alongside a new apprentice, who will start where you did. You will support them on that journey, and they will support you in turn.