Insurance technician

Entry Requirements:

You can get into this job through:

• a university course
• a college course
• an apprenticeship
• working towards this role
• training with a professional body

University

You could do a degree before applying for a trainee technician job. Most subjects are accepted but you may have an advantage with a course in business studies or finance.

Entry requirements:

• 2 to 3 A levels, or equivalent, for a degree

College

You could do a Level 2 and 3 Certificate in Providing Financial Services at college before looking for a job.

Entry requirements:

• GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths

Apprenticeship

You could do an insurance professional higher apprenticeship.

This takes about 24 months to complete with a mix of workplace learning and study.

Entry requirements:

• 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship

Work

You could start by working as an admin assistant with an insurance company and do training on the job to become an insurance technician.

OtherRoutes

You could take the Chartered Insurance Institute's Foundation Insurance Test award to get a basic understanding of insurance.

This may help you to find a trainee position with an insurance company.

Required Skills:

Digital skills : to be able to use a computer and the main software packages competently

Skills:

• customer service skills
• administration skills
• to be thorough and pay attention to detail
• excellent written communication skills
• persistence and determination
• the ability to work well with others
• patience and the ability to remain calm in stressful situations
• the ability to think clearly using logic and reasoning
• the ability to use your initiative
• knowledge of computer operating systems, hardware and software
• knowledge of English language
• business management skills
• excellent verbal communication skills
• active listening skills
• the ability to read English
• the ability to use your judgement and make decisions
• maths skills
• thinking and reasoning skills
• concentration skills
• the ability to work well with your hands

What you'll do:

Insurance technicians give administrative support in all types of insurance work.

In your day-to-day duties you could:

• process claim details and issue new forms
• check policies cover claims and that premiums have been paid
• gather supporting information like receipts, photographs or accident reports
• check proposal forms from customers or brokers
• calculate quote premiums
• advise customers about insurance cover and renewals
• update customers about the progress of claims
• arrange for payment on straightforward claims

Location : You could work in an office.

Salary:

Starter : £17,000
Experienced : £40,000

These figures are a guide

Working hours:

37 - 39 hours a week

Working Pattern is 9am to 5pm

Career Path:

You could specialise in a branch of insurance, for instance underwriting, after doing further training like the Level 3 Certificate in Insurance.

You could move into other areas of insurance after getting experience, for example loss adjusting, broking, account management or compliance.