Insurance Practitioner – Level 3

Insurance Practitioner – Level 3

Standard Overview

This occupation is found in the financial services sector in commercial organisations. Insurance is the transfer of risk to allow offsetting of financial loss and consequently insurance services are very in demand and wide ranging. Employers particularly include very large (even global) corporations but can also include far smaller enterprises and third party vendors. Insurance practitioners also work for brokers who act as intermediaries on behalf of clients.

Pathways – Assistant Underwriter, Claims Handler / Loss Adjuster or Junior Banker

 

Facilitation of Assessment

DSW has always had a ‘digital by default’ approach to end-point assessment; this allows us to provide greater flexibility for all stakeholders while reducing fees and our carbon footprint.

  • Interviews and presentations are conducted using web conferencing platforms and we’re flexible enough to use a platform of the employer’s choosing when required.
  • Written exams, MCQs and Case Studies are carried out online using an invigilated assessment platform
  • Portfolios and Projects are submitted to DSW in digital format for assessment
  • Our assessments are also administered using an online platform, epaPRO, which provides training providers with access to results, reports and dashboards.

This is all supported by named account managers and operations contacts who are here to support you at each step of the EPA journey.

Assessment Methods

Professional Discussion Underpinned by Portfolio of Evidence
  • Portfolio evidence gathered during the on-programme period and submitted at gateway
  • Duration will be 60 minutes (+10%)
  • Focus will be on the evidence presented in the portfolio of evidence
Case Study Test
  • Duration of the test will be 45 minutes
  • Based on 2 scenarios, relevant to the apprentice’s pathway
  • 15 minutes of reading time, followed by a 30-minute question and answer session based on the scenarios
Multiple-Choice Exam
  • Administered by the professional body (CII or CILA)
  • Contributes towards the achievement of the professional qualification

For more details, visit the IfATE website.

Grading

There are three levels of outcomes for this standard – Fail, Pass and Distinction.

The individual assessment methods for the EPA are graded separately:

  • The Professional Discussion underpinned by Portfolio is graded Fail/Pass/Distinction
  • The Case Study Test is graded Fail/Pass/Distinction
  • The Multiple-Choice Test is graded Fail/Pass

Grades from individual assessment methods will be combined in the following way to determine the overall grade:

Resources

We provide a range of recourses to support the apprentice, training provider and employer prepare for end-point assessment:

  • Toolkit
  • Overview video
  • Service overview
  • Relevant webinars

Benefits and Support

DSW is a leading EPAO trusted by some of the UK’s largest employers and apprenticeship training providers to assess apprentices across a portfolio of more than 35 standards.

We combine first-class customer support, leading assessment technology and assessment expertise to deliver an EPA experience which our clients tell us is unequalled.

Benefits include:

  • Assessor allocated ahead of gateway to guarantee availability and fast turnaround
  • Planning meeting scheduled within 1 working day of Gateway
  • Results issued within 5 working days
  • Competitive pricing, reduced resit fees and no registration fees
  • Dedicated account manager and operations contact
  • Quality-assured assessors with extensive sector and assessment experience
  • Truly collaborative, partnership approach and dedicated DSW human touch support team
  • Delivery of a great learner experience with flexibility to accommodate varied learner environments
  • Support materials – Guides, toolkits, webinars and use of digital platforms make EPA efficient and easy
  • Engaged with other EPAOs and sector bodies to lead the standardisation of assessment methods and raise professional standards

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