Insurance Broker

Advancing

I’ve achieved my Certificate in Insurance Product Advice (APA) qualification, so I now work with less supervision. My role is shifting from administration to giving advice. I am continuing with role specific training to broaden my product and systems knowledge. I focus on delivering outcomes by gathering information to make decisions. I maintain my APA designation by completing 15 hours of CPD per year.

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What does an Insurance Broker do?

Hear from our Education Specialist about the key roles an Insurance Broker plays in the industry.

Insurance Broker Explained

Our education specialist goes over the role of an insurance broker.

What do I do?

As an insurance broker, I need to possess a certain level of technical expertise in the following areas.

Technical expertise areas

Providing Broking Services

I advise clients on insurance products that suit their needs. I support clients with policy renewals, amendments and claims. I understand how policy wording impacts cover and have good knowledge of regulatory requirements.

Evaluating Data

I gather and check client information using standard templates. I evaluate client needs to identify which products and services best meet their needs. I issue accurate documentation, including any cover extensions or limitations.

Customer Service

I handle account queries and raise issues when problems arise. I balance the needs of the customer and the organisation, applying this knowledge to everyday situations.

How do I work?

These are the professional skills & behaviours that I need to be a successful Insurance Broker.

I make informed decisions by weighing short-term risks and benefits. I analyse data, spot patterns and evaluate sources critically. I plan and prioritise multiple tasks, using timelines and basic project tools.
- Decision making
- Critical thinking
- Analysing data or information
I plan and prioritise tasks and projects, develop basic timelines and identify dependencies. I manage multiple tasks, switch efficiently between them and anticipate potential conflicts. I seek information from various sources, process complex data and use digital tools to support my work.
- Organising, planning & prioritising work
- Multi-tasking
- Gathering information
- Processing information
I build trust through empathy, openness and reliability. I listen to customers, provide helpful solutions and anticipate their needs. I apply ethical principles, collaborate well with team members and help resolve conflict by understanding different perspectives.
- Maintaining strong relationships
- Customer service
- Ethical behaviour
- Teamwork
- Resolving conflict
I pay attention to detail, use organisational systems and anticipate errors. I identify and access new resources, adapt to challenges and mange my time effectively. I take initiative, seek out learning opportunities and apply new knowledge to improve processes.
- Attention to detail
- Resourcefulness
- Time management
- Taking initiative
- Updating and using relevant knowledge
I troubleshoot common technical issues, adapt digital tools, and learn new applications quickly. I understand complex documents, adapt my communication style to different audiences and present information clearly. I listen actively, connect new information to existing knowledge and negotiate to find mutually beneficial outcome.
- Digital skills
- Reading comprehension
- Stakeholder engagement
- Business communication
- Active listening
- Influencing
- Negotiation

Hear from Actual Insurance Brokers

Dive into the daily life of an Insurance Broker.

Shane Doe

Shane is an APA holder working towards his CIP. This is his story.

Jane Doe

Jane is an APA holder. This is her story.

Next Steps

Complete the CIP qualification by registering for the Spring/Summer 2025 semester.

Learn More

Overview