Claims

Specialising

I’ve achieved my Certificate in Insurance Practice (CIP) qualification and complete 15 hours of CPD annually. I work as a team leader or first-line manager in a regulated specialist role, handling complex claims and making decisions across multiple functions. I apply broad insurance knowledge to deliver short-term value for my team and contribute to long-term business goals.

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What does an Insurance Claims Broker do?

Hear from our Education Specialist about the key role Insurance Claims Brokers play in the industry.

Claims Broker Explained

Our education specialist goes over the role of an Insurance Claims Broker.

What do I do?

As an Insurance Claims Broker, I need to possess a certain level of technical expertise in the following areas.

Technical expertise areas

Managing claims

I manage complex claims within my authority, apply reserving practices, and escalate when needed. I ensure timely settlements, monitor expenses, and follow procedures to detect and handle fraud. I understand dispute resolution mechanisms and use claims data effectively.

Interpret policies

I show good understanding of policy wording and know when to escalate complex or unclear issues for further review.

Follow procedures

I appoint external experts in line with company procedure and follow agreed service standards with claims partners.

How do I work?

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

I solve complex problems and make business decisions using data analysis, creativity and strategic thinking. I analyse trends, weigh risks and adapt solutions to deliver the best outcomes.
- Critical thinking
- Decision making
- Business numeracy
- Problem solving
- Analysing data or information
I communicate with clarity and purpose, ask strategic questions, and adapt my style to different audiences. I use digital tools to improve processes and build strong relationships.
- Questioning
- Digital literacy
- Communicating with stakeholders
- Business communication
- Active listening
- Reading comprehension
- Empathy
- Interpreting information
- Negotiation
I take ownership of my work, ensure accuracy and continuously improve. I stay curious, share knowledge and adapt to change.
- Curiosity
- Attention to detail
- Updating and using relevant knowledge
I manage complex workloads, develop efficient systems and use data to guide decision-making. I prioritise effectively and ensure quality in everything I do.
- Processing information
- Organising, planning and prioritising work
- Gathering information
- Multitasking
- Evaluating information
I build inclusive relationships, lead by example and support team success. I resolve conflict constructively and advocate for positive outcomes.
- Relationship management
- Teamwork
- Customer service
- Advocacy

Hear from Actual Insurance Claims Brokers

Dive into the daily life of an Insurance Claims Broker.

Shane Doe

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Jane Doe

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Next Steps

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

Learn more

Overview