About this course
The Level 2 Providing Financial Services (Insurance Pathway) Apprenticeship has been designed with employers in Wales to provide the foundational skills and knowledge required to begin a successful career in the insurance industry. Building an understanding of the regulatory frameworks and compliance requirements of the industry alongside the practical and customer service skills to work effectively in the insurance sector.
This qualification is suitable for individuals working within the insurance industry who provide products and services to customers either face-to-face or over the telephone. The foundation apprenticeship will give learners the opportunity to receive recognition for their competence and experience. It has a flexible approach and allows you to select optional units, which meet the requirements of your job role.
This apprenticeship is made up of a combination of mandatory units and optional units. We will work with you to decide which optional modules are most suited to you and your job role.
Units include:
- Complying with regulations within the financial services environment.
- Improving and maintaining workplace competence in a financial services environment.
- Planning and organising work in a financial services environment.
And many more…
When you agree to undertake an Apprenticeship, you may be required to complete Essential Skills qualifications, depending on your previous qualifications, the Apprenticeship level you are completing and your own particular needs.
This 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.
Learners will also be set tasks to complete between each visit, which are tailored to the different needs of each learner and the workplace activities they are involved with.
Learners are supported and encouraged throughout their qualification to reach their full potential in their chosen industry.
The programme prepares learners for roles such as:
- Insurance Sales Representative
- Insurance Claims Handler
- Insurance Customer Service Agent
- Underwriting Assistant
- Insurance Brokerage Assistant
To start an Apprenticeship in Wales, you need to be:
- aged 16 or over (there is no upper age limit)
- living in Wales
- not in full-time education
- not accessing any other funding from the Welsh Government
You can search and apply for Apprenticeship vacancies here
If you’re looking to undertake an Apprenticeship qualification as a way of upskilling within your current role, you will also need to be:
- employed for a minimum of 16 hours
- supported by your employer to undertake the qualification
- committed to undertaking an average of 8-10 hours of study a week plus classroom
- working in a role that is relevant to the qualification
- employed for at least 51% of your contracted hours in Wales
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