HIGHER APPRENTICESHIP
Insurance Practice Level 4
Level 4 Higher Apprenticeship
Level 4 Certificate in Insurance Practice This Level 4 Higher Apprenticeship enables you to formally demonstrate and confirm your knowledge, skills and competence within the insurance industry. It covers key areas including regulation, risk, underwriting, claims and customer relationships, providing recognition of the expertise you have developed in your role. You’ll be supported by experienced Assessors throughout your apprenticeship, with flexible learning designed to fit alongside your existing work commitments. On successful completion, you’ll gain an industry-recognised qualification and CII Diploma that demonstrates your professional competence and can support your continued career development in insurance.
Contents Apprenticeship Framework Level 4 Certificate in Insurance Practice CII Diploma in Insurance Essential Skills Qualifications
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Apprenticeship Framework The Level 4 Apprenticeship in Insurance Practice is your gateway to a rewarding career in the dynamic world of insurance. This nationally recognised qualification equips learners with the knowledge, skills, and experience needed to thrive in the insurance industry. Who is this apprenticeship for? The Level 4 Insurance Apprenticeship is designed for individuals who are already working in the insurance sector and are ready to develop their technical knowledge, professional skills and understanding of the wider insurance market. It is particularly suited to learners who have already developed a good foundation of insurance knowledge and experience and are looking to progress into a more technical or specialist role. This may include learners progressing from a Level 3 insurance qualification or apprenticeship, as well as existing insurance employees who have sufficient knowledge and experience to undertake study at Level 4. Learners may work across a range of insurance functions, including underwriting, broking, claims, management, operations, risk management, loss adjusting, product and pricing, or complaint handling, to name just a few.
Overview On completion of this Apprenticeship, you will achieve the following: • • • •
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Level 4 Certificate in Insurance Practice CII Level 4 Diploma in Insurance Essential Skills Wales Level 2 in Communication Essential Skills Wales Level 2 in Application of Number
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Length of time to complete We will tailor your learning programmes to suit your needs, so that each learner’s experience is unique. While learner’s needs will be different, the recommended time to complete this programme is 22 – 24 months.
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Level 4 Certificate in Insurance Practice Course Delivery This portion of the programme will primarily be delivered through 1-to-1 sessions with a member of the ACT delivery team, using a mixture of face-to-face and remote learning sessions. An ACT Assessor will meet with the learner, either in the workplace or through digital means (for example, Microsoft Teams) once a month for approximately two hours to support progress. There are three pathways to choose from within the qualification, each one tailored to a specific skillset within the insurance industry: •
Management
•
Support Staff
•
Technical Staff
To achieve the Level 4 Certificate in Insurance Practice qualification in your chosen pathway, you must achieve a minimum of 33 credits. All the mandatory units must be completed (totalling 15 credits), with the remaining credits gained through the optional unit structure relevant to the learner's job role.
What you will learn All pathways share the same three mandatory units. There are then optional units relevant to each individual pathway. We will work with you to decide what units are relevant to your role and your business.
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Mandatory Units Unit Title
Level
Managing Own Performance and Development within the Insurance Industry
4
Developing Effective Working Relationships with Stakeholders
4
Environmental Awareness in the Insurance Industry
3
Management Pathway - Optional Units (choose a minimum of 2 units) Unit Title
5
Level
Credit
Evaluating Insurance Products and Services
3
5
Evaluating Risk and Advising Other Insurance Intermediaries
3
5
Carrying out Initial Assessment and Investigating Complex Insurance Claims
4
Negotiating and Agreeing Complex Insurance Cover on Behalf of Clients
4
Determining the Cover and Extent of Liability in Complex Insurance Claims
4
Negotiating and Settling Complex Insurance Claims
4
9
Progressing Complex Claims for Uninsured Losses
4
7
Making Sure of Effective Recovery in Complex Insurance Claims
4
Underwriting and Processing Complex Insurance Risks
4
Providing Technical Advice and Support Regarding Complex Insurance Matters to Others
4
Advising and Supporting Clients Making a Claim in Complex Insurance Cases
4
Contributing to Evaluations of Potential Insurance Work
4
Insurance Business Trend Analysis and Business Development Recommendations
4
5
7
10
6 7 7
6 6 6
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Undertaking Insurance Quality Audits of Organisational Activity and Performance
4
8
Support Staff Pathway - Optional Units (choose a minimum of 2 units) Unit Title
6
Level
Credit
Evaluating Insurance Products and Services
3
5
Evaluating Risk and Advising Other Insurance Intermediaries
3
5
Negotiating and Agreeing Complex Insurance Cover on Behalf of Clients
4
Determining the Cover and Extent of Liability in Complex Insurance Claims
4
Progressing Complex Claims for Uninsured Losses
4
Making Sure of Effective Recovery in Complex Insurance Claims
4
Providing Technical Advice and Support Regarding Complex Insurance Matters to Others
4
Advising and Supporting Clients Making a Claim in Complex Insurance Cases
4
Contributing to Evaluations of Potential Insurance Work
4
Insurance Business Trend Analysis and Business Development Recommendations
4
Undertaking Insurance Quality Audits of Organisational Activity and Performance
4
7
10 7 6
7
6 6 6
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Technical Staff Pathway - Optional Units (choose a minimum of 2 units) Unit Title
Level
Credit
Evaluating Insurance Products and Services
3
5
Evaluating Risk and Advising Other Insurance Intermediaries
3
5
Carrying out Initial Assessment and Investigating Complex Insurance Claims
4
Negotiating and Agreeing Complex Insurance Cover on Behalf of Clients
4
Determining the Cover and Extent of Liability in Complex Insurance Claims
4
Negotiating and Settling Complex Insurance Claims
4
9
Progressing Complex Claims for Uninsured Losses
4
7
Making Sure of Effective Recovery in Complex Insurance Claims
4
Underwriting and Processing Complex Insurance Risks
4
Providing Technical Advice and Support Regarding Complex Insurance Matters to Others
4
Advising and Supporting Clients Making a Claim in Complex Insurance Cases
4
Contributing to Evaluations of Potential Insurance Work
4
Insurance Business Trend Analysis and Business Development Recommendations
4
Undertaking Insurance Quality Audits of Organisational Activity and Performance
4
5
7
10
6 7 7
6 6 6
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Further Optional units for all pathways – (minimum of 1 further unit) Unit Title One unit (minimum) of your own choice from the optional group of the qualification (see your ACT Advisor for guidance)
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Level x
Credit x
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Have any questions about our Level 4 Certificate in Insurance Practice? We are here to help. If you have any further questions or enquiries about the main qualification element of the programme, please contact us: info@attraining.org.uk
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CII Diploma in Insurance Course Delivery The Diploma in Insurance (Dip CII) provides a total of 120 credits upon completion. On the assumption you already hold your Certificate in Insurance (Cert CII) and respective 40 credits, you will need to complete three CII units along with the above Level 4 Certificate in Insurance Practice. The three units are mixed assessments consisting of a written assignment and an exam for each unit. Each unit should be completed within 6 months of commencement. 12 off the job workshops will be delivered, via Teams, to support learning, alongside self-study and interactive online resources.
What you will learn Mandatory Units Unit Title
Credits
M92 Insurance Business & Finance
25
M05 Insurance Law
25
Chosen unit Unit Title M85 Claims Practice
Credits 25
Have any questions about the CII Diploma in Insurance? We are here to help. If you have any further questions or enquiries about this element of the programme, please contact us: info@attraining.org.uk
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Essential Skills Qualifications When you agree to undertake an apprenticeship, you may be required to complete Essential Skills as part of your Apprenticeship framework. What are Essential Skills? The Essential Skills Wales (ESW) will be initially assessed via an online Wales Essential Skills Toolkit (WEST) Assessment. Where a Learner already holds an ESW certificate or equivalent qualification this can provide an exemption, and learners will not need to complete that ESW element of the programme. Where a Learner is not exempt an Individual Learning Plan (ILP) will be generated from the initial assessment. The modules delivery will include independent learning via WEST, prior to guided learning sessions preparing the Learner for their assessment. ESWs are assessed via controlled tasks and confirmatory tests for Communication and Number.
Exemptions If you already hold qualifications, these may be used as ‘exemptions’ towards your Apprenticeship Framework. As a result, you will be exempt from achieving that particular Essential Skill, if you wish. This will be discussed with you before you sign up with us and will also be followed up by your Advisor before and during your first visit from us.
Have any questions about Essential Skills? We are here to help. If you have any further questions or enquiries about Essential Skills element of the programme, please contact us: info@acttraining.org.uk
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