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

Insurance Broker

AI

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

What an insurance broker actually does, day to day.

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.

A typical week

Day to day

1Find out clients' insurance needs
2Search the market for suitable cover
3Explain policies, options and prices
4Arrange and set up insurance
5Help clients make claims
6Keep accurate records and paperwork
7Build relationships and bring in business