Insurance Broker
Insurance brokers use their knowledge of the insurance market to help find the right cover, at the best price, for their customers.
Day-to-day Tasks
- gather information from clients to assess their insurance needs and risk
- research insurance policies
- arrange insurance cover for clients
- negotiate the best policy terms with insurers
- renew or change existing policies
- make sure all business and paperwork meets legal requirements
- advise customers who are making a claim
- use IT systems to keep records and prepare documents
- prepare case reports for insurance underwriters and surveyors
Skills and Knowledge
- customer service skills
- the ability to sell products and services
- to be thorough and pay attention to detail
- the ability to use your initiative
- persistence and determination
- patience and the ability to remain calm in stressful situations
- excellent verbal communication skills
- maths knowledge
- to be able to use a computer and the main software packages confidently
Industry Qualifications
You can find out more about working in insurance from the Chartered Insurance Institute and Step Forward.