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- Provide administrative support within an insurance company
- You'll need to be organised, methodical, and have good attention to detail
- With experience you could move into other areas of insurance like loss adjusting, broking, account management or compliance
You'll usually work in underwriting or processing, claims, or broking.
DAY-TO-DAY DUTIES
- Processing claim details and issuing forms
- Checking policies cover claims and that premiums have been paid
- Gathering supporting information like receipts, photographs or accident reports
- Checking proposal forms from customers or brokers
- Calculating quote premiums
- Advising customers about insurance cover and renewals
- Updating customers about the progress of claims
- Arranging for payment on straightforward claims
DAY-TO-DAY ENVIRONMENT
You'll work in an office.
You'll need
This role would be ideal for someone with excellent administration, customer service and written communication skills, the ability to work well with others, persistence and determination, and the ability to think clearly using logic and reasoning.
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.
You could do a Level 2 and 3 Certificate in Providing Financial Services at college before looking for a job.
You could also get this job with an insurance practitioner advanced apprenticeship.
You could start by working as an admin assistant with an insurance company and do training on the job to become an insurance technician. The Chartered Insurance Institute's Foundation Insurance Test award would also give you a better understanding of insurance, which may in turn help you to find a trainee position with an insurance company.
CAREER PROSPECTS
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 of compliance.