How to become an 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


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

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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

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You could do an insurance practitioner advanced apprenticeship.

Entry requirements

You'll usually need:

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

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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.

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Further information

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

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

What you'll do

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 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.

Current opportunities

Apprenticeships In England

Apprentice Claims Handler L3

  • Wage: £240.00 Weekly
  • Location: Stoke-on-Trent

Apprentice Insurance Technical Processor

  • Wage: £307.69 Weekly
  • Location: Manchester

Courses In England

Financial Services Certificate

  • Provider: COOPERS SCHOOL
  • Start date: 01 September 2021
  • Location:

Level 3 Certificate in Financial Services

  • Start date: 14 October 2020
  • Location: London

Jobs In the United Kingdom

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