Global Career Guide (EN)From Finance & Accounting β†’

Insurance Broker

An insurance broker helps people and businesses find and arrange the right insurance, acting as a go-between with insurers. It suits friendly, detail-minded people who enjoy advising others, like building relationships and are comfortable with some sales and targets.

The Role & Expectations

The work is understanding what a client needs, searching the market, explaining options and costs, arranging cover and helping when they need to claim. Good listening, clear explanation and trustworthiness matter, since clients rely on you to protect them properly, and attention to detail keeps cover and paperwork right.

It is mostly office or phone-based with regular weekday hours, though there may be sales targets, and pay is often a basic salary plus commission or bonus that grows with experience. The work mixes advising people with admin and following strict financial rules.

You can get in straight from school with good GCSEs, through an apprenticeship, or by starting in a junior role and gaining industry qualifications on the job. No degree is needed, but the sector is regulated, so you will train towards recognised insurance qualifications.

Daily Responsibilities

  • Find out clients' insurance needs
  • Search the market for suitable cover
  • Explain policies, options and prices
  • Arrange and set up insurance
  • Help clients make claims
  • Keep accurate records and paperwork
  • Build relationships and bring in business