Insurance Essentials: Role of a Broker

October 14, 2026

12:30

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Description

The role of a broker is one; not only do they have to ensure that their client is supported but ensure that the underwriter is also supported. Technical knowledge and interpersonal skills are paramount to being a good broker. This course is aimed to help you understand the key responsibilities that a broker has, and the legal implications imposed on them as an ‘agent’. The course will explore what a broker must do to negotiate, manage relationships and adhere to law and regulation.

Objectives

-Recognise the key considerations of a broker in their unique position -Determine the differences between a broker’s principal and third party-Identify why a broker must understand the client’s needs and provide suitable advice

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