Insurance Technician

Job Description:

Insurance technicians give administrative support in all types of insurance work.

Job Category:
Financial Services

What you will do:

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


You’ll need:

  • customer service &  administration skills
  • to be able to use a computer and the main software packages competently

As well as:

  • the ability to think clearly using logic and reasoning
  • to be thorough and pay attention to detail (organisational skills)
  • excellent written communication skills
  • persistence and determination
  • the ability to work well with others (teamwork skills)
  • patience and the ability to remain calm in stressful situations
Illustration of employee looking at workspace

Entry Requirements:

To become an Insurance Technician, you typically don’t need specific subjects, but having a strong educational foundation and certain skills can be beneficial for pursuing a career in this field. Insurance Technicians assist insurance underwriters, claims adjusters, and other professionals in the industry with tasks related to policies and claims. Here are some relevant subjects and skills:

  1. Mathematics: Strong math skills are important for performing calculations related to premiums, claims, and policy terms.
  2. English: Good communication skills, including reading, writing, and speaking, are essential for preparing reports, communicating with clients, and handling policy-related correspondence.
  3. Business Studies or Economics: These subjects can provide you with a foundational understanding of business and finance, which is valuable in the insurance industry.
  4. IT or Computer Science: Familiarity with computer software and data management tools is important, as Insurance Technicians often use software to process claims and manage policy data.

Post School

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.


You could do, in the UK, for example, a Certificate in Providing Financial Services at college before looking for a job.


You could do an insurance professional higher apprenticeship.

This takes about 24 months to complete with a mix of workplace learning and study.


You could start by working as an admin assistant with an insurance company and do training on the job to become an insurance technician.

Working Hours and Environment:

A typical week consists of 37-39 hours of work. You could be required to work 9am to 5pm.

You could work in an office.

Career Path & Progression:

You could specialise in a branch of insurance, for instance underwriting, after doing further training.

You could move into other areas of insurance after getting experience, for example loss adjusting, broking, account management or compliance.