Apprenticeship in Insurance (7414)

Last Updated: 05 Dec 2017

Product code 7414

New Apprenticeship Standards are designed by employer groups to be rigorous and respond to employers’ needs. The Insurance Practitioner Apprenticeship is designed as an entry level role into the Insurance industry, and can lead into a variety of careers with supporting professional qualifications. It is designed for a role that covers a wide range of duties which are in line with employers’ needs. These include providing support in the acquisition of new clients, handling client queries on products services and accounting, process and analyse data to support business objectives, preparing documentation, reports and market research, general office administration, participating in meetings, maintaining internal and external relationships and complying with regulatory requirements. This standard provides the competencies which will be achieved as part of an introduction to the industry and which will be transferable across future roles and companies. The apprentices’ journey begins with a period of learning, development and continuous assessment which covers the full range of knowledge, skills, behaviours and attitudes required within the insurance environment. This is managed by the employer. In most cases, there’s also support from a training provider. The Insurance Practitioner apprenticeship provides professional membership of the Chartered Insurance Institute and/or the Chartered Institute of Loss Adjustors. It is also the first step on the route to an Advanced Diploma in Insurance (ACII) qualification or Associateship of the CILA (ACILA).

Upon completion of the Insurance Practitioner apprenticeship the candidate can progress onto the Insurance Professional apprenticeship which is a stepping stone on the route to the full Advanced Diploma qualification. This Level 4 Apprenticeship is designed as a progression route for those having completed the Insurance Practitioner or for higher level entry, where employers believe this is appropriate for the apprentice. Successful apprentices can progress into a variety of careers with supporting professional qualifications. Future career paths could include underwriting, client relations, insurance claims, loss adjusting, broking, reinsurance and account management.

The Insurance Professional Apprenticeship provides a development pathway that will allow apprentices to specialise in a particular area of the industry with supporting and appropriate, professional qualifications. The standard is therefore, of broad application across the insurance sector. It supports the consolidation of technical, Industry and business knowledge and the development of the skills needed to apply this to a range of complex and/or unfamiliar situations. The standard is designed for a role that requires various areas of involvement depending on the type of business and the employer needs, for example: Broking, Client Management, Underwriting, Claims, Operations, Loss Adjusting, Reinsurance, Risk Management, Product and Pricing as well as Complaint Handling.

By passing the Insurance Professional apprenticeship, professional registration can be achieved by application to the relevant Professional Body with recognised status of Dip CII (Chartered Insurance Institute), or Dip CILA (Chartered Institute of Loss Adjusters).

The new Insurance Practitioner and Insurance Professional apprenticeship standards have been approved for delivery by the Skills Funding Agency (SFA) and will replace the current SASE Providing Financial Services (Insurance Pathway) and the Insurance Level 4 SASE frameworks.

The Insurance Practitioner Apprenticeship has a typical duration of 12-18 months and is Level 3.

The Insurance Professional Apprenticeship has a typical duration of 24-30 months and is Level 4.


On Programme on-the-job and off-the-job training
Training and development takes place during this part of the apprenticeship which may include a qualification if it is identified as a requirement in the standard. Formative assessment of skills, knowledge and behaviours is required in the delivery of the standard and this will be outlined in the assessment plan. Maths and English are required (level varies according to the standard). The on-programme stage has been designed to integrate with and support the Employer’s existing Performance Management processes.

End-point assessment

The employer and provider are required to sign-off the apprentice as ready to move on to end-point assessment. To be eligible for end-point assessment the candidate must have successfully achieved the required qualifications as detailed within each of the standards.

Insurance Practitioner: The supporting qualification is either the Certificate in Insurance (Cert CII) or the Certificate in Claims Handling (Cert CILA).

Insurance Professional: Diploma level qualifications from either the Chartered Insurance Institute (CII) or the Chartered Institute of Loss Adjuster (CILA) are required to complete this apprenticeship. Different units can be selected within the qualification frameworks depending on the individual’s role.

End-point assessment
The end-point assessment must demonstrate that the apprentice can perform in the occupation in a fully competent, holistic and productive way.

The assessment will be graded if required by the standard. The assessment organisation and assessor must be independent of, and separate from, the training provided by the provider and employer.

Apprenticeship certification
On successful completion, the end-point assessment organisation will apply to the SFA for the apprenticeship certification. The certificate will then be sent to the apprentice’s employer.

How to register

Interested in using our high-quality on-programme materials or end-point assessment service? There are three ways to either find out more or to order what you need:
1. If you’re an existing City & Guilds customer, go to Walled Garden and select the materials you need or register your apprentice for end-point assessment. (You may need to submit a request to deliver a standard if you don’t yet have approval for that.)
2. Get in touch with Our Direct Sales Team can explain our different products and services and start getting you set up as a customer or give existing customers support on the new apprenticeship arrangements.
3. Speak to your City & Guilds Business Manager about how to access our products or how to register your apprentices with us.

Here you can find all documents related to this suite of apprenticeship.

By clicking on the section headings below, you can access a variety of documents such as the qualification handbooks and assessment materials, Statements of Purpose, and recognition letters from industry and employers.

Some documents may be password protected. Passwords can be retrieved by logging in to and visiting the Administration section of the relevant qualification catalogue page.

Interested in delivering this apprenticeship?

Find out more about how to become an approved City & Guilds centre or fill out our online customer application form