City & Guilds Limited · RQF Level 4
City & Guilds Level 4 Diploma In Insurance
You don’t just earn this. You learn to use it, one-to-one, on your own real work.
- LevelRQF Level 4
- Total credits53
- Guided learning330 hours
- Units in this qualification22
Awarded by City & Guilds Limited · on the Ofqual register
Start here
See how this course maps onto your role
Ten quick questions, one per Future Fluency, asked against this qualification rather than a generic one.
About 5 minutes · No card · Nothing to commit to
What you’ll learn
What each unit actually teaches you to do
These are the units City & Guilds Limited registers against this qualification. It is a catalogue, not a syllabus. Which of them you take depends on the combination the qualification requires, and that is set by the awarding body rather than by us. Every unit here is regulated, and every one you earn is yours to keep.
Advising and supporting clients making a claim in complex insurance casesReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to advising and supporting clients making an insurance claim
- Understand the claims process and the factors to take into account when monitoring the progress of an insurance claim
- Evaluate the circumstances of complex insurance claims
- Liaise with clients regarding the progress of their claims
- Support clients through progressing complex insurance claims
Carrying out a quality audit of insurance work undertaken by suppliersReal unit · City & Guilds Limited
What you'll be able to do
- Understand the factors to consider when carrying out an audit of insurance work undertaken by third party suppliers, including relevant organisational, legal and regulatory requirements
- Understand the roles of third party suppliers of insurance work
- Prepare for carrying out a quality audit of insurance work undertaken by third party suppliers
- Audit the work of third party suppliers
Carrying out audits of insurance claims processesReal unit · City & Guilds Limited
What you'll be able to do
- Understand the purpose of audits of insurance claims processes and the relevant organisational, legal and regulatory requirements
- Prepare for the audit of the insurance claims processes
- Audit claims processes
- Evaluate the outcomes of audits to identify opportunities for enhancements, and any shortfalls occurring
- Report and provide feedback regarding the audit
Contributing to evaluations of potential insurance work in line with organisational objectivesReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to their contributing to evaluations of potential insurance work in line with their organisation’s objectives
- Explore and evaluate the fit of potential new insurance work with their organisation’s objectives
- Develop and make reasoned recommendations regarding opportunities for potential new insurance work
Determining and evaluating clients’ insurance requirements for a tailored policyReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to determining clients’ insurance requirements
- Understand the factors to consider when determining clients’ insurance requirements for a tailored policy
- Determine insurance requirements needing particular considerations
- Solicit quotes from appropriate insurers for tailored policies
Determining and reporting trends in insurance business and making recommendations for business developmentReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to making recommendations for business development
- Determine trends in insurance business of relevance to their organisation
- Make reasoned recommendations regarding how their organisation might progress opportunities for new insurance business
Determining the cover and extent of liability in complex insurance claimsReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to determining the cover and extent of liability in insurance claims
- Understand the claims process and the information required when processing complex claims
- Understand the factors to take into account when processing complex insurance claims
- Evaluate the implications of available information for complex insurance claims
- Determine the appropriateness of investigating complex claims
- Manage the progress of complex claims
Encourage new ideas and innovation amongst the work teamReal unit · City & Guilds Limited
What you'll be able to do
- Manage ideas of team members
- Manage ideas of team members
- Manage implementation of team members
- Manage implementation of team members
Evaluating and deciding whether to underwrite complex new risksReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to evaluating and deciding whether to underwrite complex new risks
- Understand the factors to consider when evaluating and deciding whether to underwrite complex new risks
- Evaluate the risk exposure of complex new risks
- Make decisions about whether to underwrite complex new risks
Making sure of effective recovery in complex insurance claimsReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to making recoveries in insurance claims
- Understand the recovery process in complex insurance claims
- Understand the factors to take into account when progressing recoveries
- Evaluate the available information in determining the appropriateness of pursuing recovery
- Evaluate investigatory actions towards determining responsibility and the opportunity for recovery in complex insurance claims
- Arrange for recoveries to be progressed in complex insurance claims
Managing your own performance, personal development and insurance industry awarenessReal unit · City & Guilds Limited
What you'll be able to do
- Understand the UK insurance industry relevant to their area of operations
- Understand how to evaluate their own performance
- Understand how to plan their own development
- Evaluate their own performance
- Evaluate and address the impact of their organisation’s developments in response to relevant trends and developments
- Manage their own development activities
Negotiating and agreeing complex insurance cover on behalf of clientsReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to negotiating and agreeing complex insurance cover on behalf of clients
- Understand the factors to consider when negotiating and agreeing complex insurance cover on behalf of clients
- Evaluate quotations for complex insurance cover for their fit with clients’ requirements
- Negotiate and enhance terms and conditions of proposals for clients
- Progress agreed solutions
Negotiating and determining the conditions under which risk will be underwritten in complex insurance casesReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to negotiating and determining the conditions under which risk will be underwritten
- Understand the factors to consider when negotiating and determining the conditions under which risk will be underwritten
- Evaluate and determine the conditions under which risk will be underwritten in complex insurance cases
- Negotiate and confirm the terms and conditions under which risk will be underwritten in complex insurance cases
Negotiating and settling complex insurance claimsReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to negotiating and settling complex insurance claims
- Understand the claims process relating to negotiating and settling complex insurance claims
- Understand the factors to take into account when processing complex insurance claims
- Determine the impact of investigations when progressing complex insurance claims
- Negotiate settlements of complex insurance claims
- Progress the settlement of complex insurance claims
Preparing market presentations and soliciting insurance quotations in line with organisational placing policyReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to preparing market presentations and soliciting insurance quotations
- Understand the factors to consider when preparing market presentations and soliciting insurance quotations
- Evaluate all relevant factors in preparing market presentations
- Actively solicit quotations from appropriate underwriters
Progressing complex claims for uninsured lossesReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing claims for uninsured losses
- Understand the process for progressing uninsured claims and the information required
- Understand the factors to take into account when progressing complex claims for uninsured losses
- Evaluate the implications of the available information for complex claims for uninsured losses
- Determine the appropriateness of investigating complex claims for uninsured losses
- Progress and negotiate settlement of complex claims for uninsured losses
Progressing complex insurance renewals as an intermediaryReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing complex insurance renewals as an intermediary
- Understand the factors to consider when progressing complex insurance renewals as an intermediary
- Evaluate changes for their impact upon complex renewals of insurance cover
- Optimise the solutions for clients who are renewing complex insurance cover
- Progress agreed renewals
Progressing complex mid-term insurance amendmentsReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing complex mid-term insurance amendments
- Understand the factors to consider when progressing complex mid-term insurance amendments
- Evaluate changes and their impact upon complex mid-term insurance amendments
- Optimise solutions for clients seeking complex mid-term amendments
- Progress agreed amendments
Progressing the underwriting of complex insurance policy alterations and mid-term amendmentsReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, relevant to progressing the underwriting of complex insurance policy alterations and mid-term amendments
- Understand the factors to consider when progressing the underwriting of complex insurance policy alterations and mid-term amendments
- Evaluate and establish the risk exposure of complex alterations
- Price complex alterations
- Agree and progress complex alterations to policies arising from requests for changes and mid-term amendments
Provide learning opportunities for colleaguesReal unit · City & Guilds Limited
What you'll be able to do
- Encourage learning and development
- Help colleagues identify their learning needs and styles
- Help colleagues to plan and implement learning and development
- Help colleagues to implement learning opportunities
- Help colleagues to review and update learning and development plans
- Understand how to encourage learning and development
- Understand how to help colleagues identify their learning needs and styles
- Understand how to help colleagues to plan learning and development
- Understand how to help colleagues to implement learning and develop
Providing technical advice and support regarding complex insurance matters to othersReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance market, including its structure and the legal and regulatory requirements relevant to their work
- Understand the factors to consider when communicating and providing advice and support
- Communicate and provide technical advice and support regarding complex insurance matters in ways that are the most appropriate for others
- Provide technical advice and support regarding complex insurance matters that is technically accurate
Undertaking a quality audit of insurance casework within your area of responsibilityReal unit · City & Guilds Limited
What you'll be able to do
- Understand the insurance casework processes being audited and the relevant organisational, legal and regulatory requirements
- Prepare for the audit of individual insurance cases
- Audit insurance casework
- Report and provide feedback upon insurance casework
The honest bit
You’ve started things before
Most courses were built for a room full of people who aren’t you. A cohort moves on whether or not your week allowed it, and by the third week the thing you’re behind on becomes the reason you stop opening it.
There’s no cohort here, and no timetable to fall behind. Before anything starts, Zavmo asks when you’re sharpest and how long you can realistically sit down for, then builds the sessions around those answers. A bad fortnight changes your pace. It doesn’t put you behind.
And you only pay once you start learning. Searching and planning are free, and you can cancel any time — so the cost of finding out is an afternoon, not a year.
Your passport
Every credit is a stamp you keep
Level 4 credits are regulated. They don’t vanish when a subscription ends or a website closes. They travel to any employer, and Zavmo keeps the map of what you’ve earned and what’s next.
Each stamp is a real unit registered against this qualification.
Who’d teach you this
The Evidence Evaluator
Assessor
Helps you show what you can actually do, gathering the evidence that proves it as you learn.
Meet all twelve tutorsWhere this connects
Where these credits take you
A qualification is never a dead end here. See the jobs its credits open, the national occupational standards its units map to, and the future skills they quietly build.
- Assess the needs of clients and prepare London Market presentations
- Carry out initial assessment and investigate complex insurance claims
- Contribute to the delivery and achievement of team and business objectives in a financial services environment
- Effect amendments or renewals to existing insurance contracts
- Encourage innovative approaches to commissioning activities
- Monitor Own Underwriting Performance Against Key Performance Indicators
- Monitor own performance in placing risks or handling claims against key performance indicators
- Negotiate quotations and insurance cover on behalf of clients
Where this can lead
Claims Team Lead
Your journey here as a Claims Team Lead is just the beginning. Whether you want to become a deep technical expert, lead larger teams, or even move into other parts of the business, we're here to help you map out that path and give you the tools to get there.
See the whole journey →Showing 6 roles, drawn from 113 job records mapped to this qualification.
Skills it covers
What the job actually needs. These are the standards the units are built against, in the words employers and awarding bodies already use for the work itself.
How you’ll actually learn this
One-to-one, on your own real work
A qualification is usually something done to you: sit the class, sit the exam, hope it sticks. Here it’s the opposite. You learn it one-to-one with a companion, on your own real work, and you keep going until you can use it, not just recall it.
Applied to your work in any of these jobs
- Remember
- Understand
- Apply
- Analyse
- Evaluate
- Create
Built for City & Guilds Level 4 Diploma In Insurance
22 units in this credential, in the order it lists them, awarded by City & Guilds Limited.
- Advising and supporting clients making a claim in complex insurance cases
- Carrying out a quality audit of insurance work undertaken by suppliers
- Carrying out audits of insurance claims processes
- Contributing to evaluations of potential insurance work in line with organisational objectives
- Determining and evaluating clients’ insurance requirements for a tailored policy
- Determining and reporting trends in insurance business and making recommendations for business development
and 16 more in the full unit list below.
One to one, not one to many
No two people run this the same way
A course is written once and handed to everyone. This is assembled around you, and keeps changing as it learns you. Five things it reads, and what each one changes.
- Your actual work Every unit is taught against a live piece of your own work, not a worked example from a textbook.
- What you already know The first conversation finds your starting point, so you skip what you can already do and spend the time on what you cannot.
- The conditions you learn under Not a learning-styles quiz. The evidence does not support those. The dimensions the research does back, read once and used to shape the plan.
- How far you got last time It picks up mid-thought. The tutor knows what you said, what you struggled with, and what it asked you to try.
- Which tutor suits the moment Twelve of them, each for a different kind of thinking. The one who walks you through a first idea is not the one who stress-tests it.
See how you learn, free. Eight questions, no sign-up. A directional taster; the diagnostic inside Zavmo goes deeper and keeps adapting.
Why it sticks
Most courses stop at remembering
There’s a well-known ladder of how deeply you learn something, called Bloom’s Taxonomy. Most courses get you up the first two rungs: you remember some facts, you pass a test, you forget it. Real skill lives at the top. Judging, deciding, creating. And this isn’t a generic ladder: every rung has a named Zavmo tutor who walks you up it.
- 6CreateThe Creative Catalyst
- 5EvaluateThe Evidence Evaluator
- 4AnalyseThe Analyst
- 3ApplyThe Coach
- 2UnderstandThe Connector
- 1RememberThe Builder
Where most courses leave you Where Zavmo takes you
The value
Why the companion is worth £70 a month
You’re not paying for the units. They’re regulated, and the same wherever you earn them. You’re paying for the one thing that decides whether you actually get there: a companion that makes them stick, on your real work.
That is one-to-one on this qualification, every day, on the work you already do, for £70 a month. Your first module is free, so you can see the teaching before you pay for any of it. Billed monthly, cancel any time and billing stops.
Earned on your own work, taught to the top.
Everything you just read, learned one-to-one on the job you already do. Your first module is free, so you can see the teaching before you pay for any of it.
Build my plan, freeNo card. See how this qualification maps onto your role and meet the tutors who’d teach it, free. The learning begins when you subscribe. It’s £70 a month, billed monthly. Cancel any time and billing stops.