Insurance technician
Insurance technicians give administrative support in all types of insurance work.
What you'll do
Day-to-day tasks
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
Working environment
You could work in an office.
Career path and 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.
What it takes
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
How to become
You can get into this job through:
- a university course
- a college course
- an apprenticeship
- working towards this role
- training with a professional body
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
You'll usually need:
- 2 to 3 A levels, or equivalent, for a degree
More Information
You could do a Level 2 and 3 Certificate in Providing Financial Services at college before looking for a job.
Entry requirements
You may need:
- GCSEs at grades 9 to 4 (A* to C), or equivalent, including English and maths
More Information
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
You'll usually need:
- 4 or 5 GCSEs at grades 9 to 4 (A* to C) and A levels, or equivalent, for a higher or degree apprenticeship
More Information
You could start by working as an admin assistant with an insurance company and do training on the job to become an insurance technician.
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.
Further information
You can find out more about working in insurance from the Chartered Insurance Institute and Step Forward.
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External links
This page contains public sector information licensed under the Open Government Licence v3.0.