Insurance Technician

Typical Salary

£15,000 To £40,000

Typical Hours

37 to 39 a week

9am to 5pm

How To Become a Insurance Technician

You can get into this job through:

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

College / 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.

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

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

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

Apprenticeship

You could do an insurance practitioner advanced apprenticeship.

5 GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths, for an advanced apprenticeship

Routes into this Career

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

Other Routes

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.

Skills And Knowledge

You'll need:

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

Day To Day Tasks

Your day-to-day duties may include:

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

Working Environment

You could work in an office.

Career Path & Progression

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.

Volunteering Opportunities

Volunteering Opportunities are not listed for this job.

Tips & Information

Further information

You can find out more about working in insurance from the Chartered Insurance Institute and Discover Risk.

Restrictions & Requirements

Restrictions & Requirements are not listed for this job.