Job Competencies for Assistant Broker


  • Implement new or renewed insurance program for a client.
  • Place Client Insurances with Insurers and confirm Insurance Cover with Client.
  • Provide Client Claims Services.
  • Keep management and colleagues appropriately informed about his/her work.
  • Prove administrative support to other members of the team as required.
  • Work with others to achieve objectives.

Sales and marketing

Contribute as required to the acquisition of a new business:

  • Use the telephone as a marketing tool
  • Identify business opportunities
  • Use effective negotiation skills

Client service

  • Respond to enquiries and requests for action from clients and prospective clients.
  • Ensure that the current insurance needs of a portfolio of clients are fully met to the satisfaction of the clients.
  • Acquire and collate information from clients to their insurance needs.
  • Present recommendations and options to clients and to agree and receive instructions on their implementation.
  • Prepare quotation and placing slips for insurers.
  • Keep clients appropriately informed about matters related to their insurance. Record and document changes in client's insurance cover as they occur.
  • Prepare Insurance Manuals and Insurance Schedules for clients.
  • Process, track, record and ensure timely settlement of client's insurance claims
  • Track and record the receipt of policies.
  • Invoice clients and ensure collection of premiums.

Technical knowledge

  • Develop and maintain an appropriate knowledge of the market and insurance product wordings


  • Adhere to company and industry standards
  • Ensure compliance with all relevant statutory and industry requirements and codes.
  • Keep management and others informed appropriately and as required about his/her work

Financial management

  • Invoice clients and ensure collection of premiums.

Personal effectiveness

  • Use personal effectiveness techniques at a level appropriate to the position:
  • Use a personal computer and systems
  • Use of spreadsheets business writing
  • Use of the telephone.
  • Ability to articulate and present ideas.
  • Personal work planning.
  • Problem solving and decision making.
  • Career Development.

Qualification Programs

  • Providing advice as a Tier 2 general insurance adviser
  • Upgrade from Tier 2 to full certificate III via coursework
  • Upgrade to Tier 1 Broking Advisor via coursework
  • Upgrade to Tier 1 Broking Advisor via Workshop
  • Diploma in Financial Services ( Insurance Broking) via coursework