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Job Description

Insurance Brokers act as the agent between the insurance company and the client. They will research the market to find the most suitable policy for their client at the best price and will renew or change existing policies to ensure cover is still adequate.  They may also process premiums and process accounts.

Entry Requirements

There are various ways in which you can get into this job role and the entry requirements can vary depending on what you choose to do:


You could apply for an insurance professional higher apprenticeship.  To do this you will usually require 4 or 5 GCSE's at grades 9 to 4 (A* to C) 


You could take a degree which would allow you to apply for a place on a graduate scheme.  Many of the large insurance brokers have graduate training schemes.

Relevant degrees include:

  • business studies
  • finance
  • surveying

Entry levels for your degree can vary depending on which university you apply to but you will usually need 2 or 3 A levels 

Work based route

You’ll usually need to start as an insurance technician, junior account handler or trainee broker and work your way up. To get taken on you'll usually need GCSEs at grades 9 to 4 (A* to C), including English and maths, and A levels.

You’ll also usually need to study for qualifications from the Chartered Insurance Institute.

Career Tips

Whichever route you decide to take, it will help to get some work experience either in an office or sales, finance or customer service

You can find out more about working in insurance from Discover Risk or from the Chartered Insurance Institute

Career Path and Progression

With experience, you could move into account handling, claims broking or a business development role. 

You could specialise in an area of insurance, progress into management, or move into other types of insurance work like loss adjusting, underwriting or compliance.

Related careers you may be interested in:

  • Financial adviser
  • Insurance account manager
  • Insurance claims handler
  • Insurance claims manager
  • Insurance technician

Required Skills

  • Excellent sales ability
  • Able to meet and exceed targets
  • Good admin and IT skills
  • Good written and verbal communication skills
  • The ability to work under pressure
  • Excellent telephone manner 
  • Good customer service abilities

Salary Range

£16,000 to £80,000

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