Summary Exciting opportunity to join us as a SME Customer account handler. Service and retention of SME insurance business. Identifying cross sell opportunities and advising additional cover sections. Wage £21,450 a year Check minimum wage rates (opens in new tab) Training course Insurance practitioner (level 3) Hours Monday to Friday 9am to 5pm 38 hours a week Start date Monday 9 February 2026 Duration 1 year Positions available 1 Work Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience. What you'll do at work · Retention of SME insurance accounts · Service and query handling of SME accounts · Support and service to Personal Lines linked accounts · Effectively cross selling to our suite of products and introductions to financial services and risk management services · Opportunity gathering, lead management and support to our SME sales team Where you'll work NFU MUTUAL SAVILE COURT EAKRING NEWARK NG22 0BL Training Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills. Training provider DAVIES LEARNING SOLUTIONS LIMITED Training course Insurance practitioner (level 3) Understanding apprenticeship levels (opens in new tab) What you'll learn Course contents Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives. Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral. Analyse data to make evidence based decisions. Apply organisational quality assurance policies and procedures in their role and within the limits of own authority. Apply appropriate method of communication for audience and circumstances. Records, verifies, maintains and where appropriate, shares information. Compliant with relevant governance, policies and procedures. Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion. Balances competing priorities in order to meet deadlines. Builds and maintains positive relationships. Work as part of a team to help achieve results. Identify potential claims fraud and determine the correct action to prevent loss. Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures. Identify and manage insurance risks within the limits of responsibility in line with policies and procedures. Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures. Gather and interpret relevant information to provide a return on insurance decisions. Match client’s needs with available insurance products and services. Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer. Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives. Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral. Analyse data to make evidence based decisions. Apply organisational quality assurance policies and procedures in their role and within the limits of own authority. Apply appropriate method of communication for audience and circumstances. Records, verifies, maintains and where appropriate, shares information. Compliant with relevant governance, policies and procedures. Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion. Balances competing priorities in order to meet deadlines. Builds and maintains positive relationships. Work as part of a team to help achieve results. Training schedule You will work towards your: Insurance Practitioner - Junior Broker, Level 3 Apprenticeship Certificate in Insurance (Cert CII) Level 2 Functional Skills in English and maths (if required) Remote delivery More training information Licencing to SME stage including personal lines – NFU Mutual product suite Office based on the job learning 1 day per week minimum assigned to study Requirements Essential qualifications GCSE in: English (grade Grade C / 4 or above) Maths (grade C/4 and above) Desirable qualifications Other in: Business, Economics or similar (grade Pass) Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know. Skills Communication skills IT skills Attention to detail Organisation skills Customer care skills Administrative skills Number skills Logical Team working Creative Initiative Non judgemental Patience Other requirements DBS check & Bankruptcy check. Rural working location, driving licence and own car essential About this employer Our aim is to provide the very best insurance, financial services and risk management solutions for farm and rural businesses, commercial business and private individuals. We pride ourselves on our professional, friendly and personal approach. https://www.nfumutual.co.uk/agent-offices/north-notts/ (opens in new tab) Company benefits 25 days paid holiday, 1 funded wellness day per year, NEST Pension Contribution After this apprenticeship FT Role as Commercial Account Handler with progression opportunity to Commercial Account Executive and beyond. Ask a question The contact for this apprenticeship is: DAVIES LEARNING SOLUTIONS LIMITED The reference code for this apprenticeship is VAC2000007216.