Insurance Broker

Specialising

I’ve earned my Certificate in Insurance Practice (CIP) designation, and I complete 15 hours CPD per year to keep my knowledge up to date. I’m growing into a leadership role, mentoring others and deepening my technical expertise. I’ve built strong relationships with insurers and clients, and I’m focused on delivering value—both in the short term for my team and long term for the business.

How can we help? Learn more about the CIP

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 I do

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

Technical Expertise

Managing the customer’s needs and procuring insurance packages

I handle complex risks and have greater authority. I tailor insurance solutions, negotiate with insurers to secure best outcomes.

Analysing Data

I prepare market presentations, assess pricing trends, and use claims data to guide decisions.

Claims and renewals

I manage renewals, interpret claims history and recommend improvements to ensure clients get the right cover. I contribute to strategic planning and process improvements.

How I work (transversal skills)

I communicate with clarity, confidence, and strategic intent. I adapt my style to suit different audiences, lead effective conversations, and use digital tools to enhance collaboration and efficiency. My communication supports business goals, builds trust, and drives action across teams and stakeholders.
- Digital skills
- Reading comprehension
- Engaging customers
- Business communication
- Active listening
- Influencing
- Negotiation
I make strategic decisions, solve complex problems, and think critically about long-term outcomes. I analyse data, explore creative solutions, and communicate insights clearly. I weigh risks, anticipate challenges, and align my thinking with business goals.
- Decision making
- Critical thinking
- Analysing data or information
- Innovative thinking
- Problem solving
- Strategic thinking
I manage multiple priorities and lead projects with clear timelines and goals. I gather and evaluate information from a range of sources, streamline workflows, and adapt plans as needed to stay on track and deliver results.
- Organising, planning and prioritising work
- Multitasking
- Gathering information
- Processing information
- Evaluating information
I build strong, inclusive relationships and lead by example. I support my team, resolve conflicts constructively, and promote ethical behaviour. I listen actively, encourage collaboration, and help others grow.
- Maintaining strong relationships
- Customer service
- Ethical behaviour
- Teamwork
- Resolving conflict
- Interpreting the meaning of information for other
I take initiative, manage my time and resources effectively, and stay focused on quality. I continuously improve processes, share knowledge, and adapt to change with confidence and resilience.
- Attention to detail
- Resourcefulness
- Time management
- Taking initiative
- Updating and using relevant knowledge

Hear from Actual Insurance Brokers

Dive into the daily life of an Insurance Broker.

Shane Doe

Shane is a CIP holder working towards his MDI. This is hid story.

Jane Doe

Jane is a CIP holder working towards her MDI. This is her story.

Next steps

Shane is a senior broker and subject matter expert. He manages portfolios, drives business improvements, and shapes the future of broking. He continues with CPD and advanced courses such as Climate Risk.

Learn More

Overview