A male Insurance Broker gives a presentation to his clients

Insurance Broker

Sell various insurance products on behalf of insurance companies.

Overview

Insurance brokers are independent agents who sell life, fire, accident, industrial or other forms of insurance to clients.

Work is usually in an office with travel to meet clients.

Suited for those with a good customer service and sales skills. Excellent verbal communication, attention to detail and knowledge of insurance and accounting are important.

Day-to-day

  • meet with potential clients to determine their current status and future insurance needs
  • explain insurance policy conditions, risks covered, premium rates and benefits
  • make recommendations on the amount and type of cover
  • arrange insurance, home loan mortgages and other types of finance for clients through banks, lenders, financiers and insurance companies
  • advise clients on any significant risk related to their insurance.

Occupation snapshot
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To become an Insurance Broker

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