Insurance Broker

Expert

I’m an experienced broker and have my Higher Diploma in Insurance Management qualification and my MDI designation. I continue my learning with 15 hours CPD per year. I’m a leader in my field, managing complex client portfolios and leading strategic initiatives. I’m becoming a subject matter expert, and I influence decisions across the business. I understand the broader business landscape and use my insight to drive long-term value and innovation.

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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

Conducting complex product analysis

I assess client needs and analyse a wide range of insurance products, identifying the optimal cover across different providers and markets. I evaluate new and emerging risks, interpret bespoke policy wording and lead on complex negotiations to secure the best terms for clients.

Providing personalised guidance and expertise

I support clients with complex insurance needs, offering tailored advice on risk transfer and mitigation. I design bespoke insurance programmes, anticipate future service requirements, and ensure continuity even during market disruptions. As a senior advisor, I guide less experienced colleagues and contribute to strategic decision-making across the business.

Analysing data and making recommendations

I assess client portfolios and emerging risks to deliver strategic, compliant recommendations. I use data insights to shape tailored solutions that protect clients and support long-term business goals.

Implementing process improvements

I identify and implement strategic improvements that enhance efficiency and reduce risk. I proactively manage the impact of insurer changes to protect business continuity and client outcomes.

Operations Management

I use customer feedback and complaint insights to improve service and prevent issues recurring. I collaborate across teams to ensure we meet regulatory standards and deliver a consistently high-quality experience.

How I do it?

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

I make sound decisions in complex, uncertain environments. I think critically, solve systemic problems, and lead innovation. I anticipate future trends and shape strategic direction.
- Decision making
- Critical thinking
- Analysing data or information
- Innovative thinking
- Problem solving
- Strategic thinking
I lead large-scale projects, optimise workflows, and implement change across teams. I gather and process complex information to support strategic planning and continuous improvement.
- Organising, planning and prioritising work
- Multitasking
- Gathering information
- Processing information
- Evaluating information
- Change management
I build strong networks, mentor others, and foster a culture of collaboration and ethical leadership. I influence organisational culture and drive high performance across teams.
- Maintaining strong relationships
- Customer service orientation
- Ethical behaviour
- Teamwork
- Resolving conflict
- Interpreting the meaning of information for others
- Leadership
- Developing, influencing and building teams
- Managing personnel resources
I take initiative, manage time and resources across multiple priorities, and lead by example. I continuously develop my expertise and contribute to shaping best practices in the industry.
- Detail orientated
- Strategic resourcefulness
- Strategic time management
- Taking initiative
- Strategic updating and using relevant knowledge
I communicate with authority and clarity—whether advising senior leaders, mentoring teams, or representing the organisation externally. I lead strategic communication initiatives, influence stakeholders, and negotiate high-stakes outcomes. I use digital tools to drive innovation and ensure messages are impactful, inclusive, and aligned with business goals.
- Digital skills
- Reading comprehension
- Communicating with stakeholders
- Business communication
- Active listening
- Influencing
- Negotiation
- Consulting & advising

Hear from Actual Insurance Brokers

Dive into the daily life of an Insurance Broker.

Shane Doe

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Jane Doe

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Next Steps

Learn more about Micro-credentials, Certificate in Climate Risk or the ACII qualification.

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