Introduction to Insurance Broking

Workshop objectives

By the end of the workshop, participants will be able to:

• Explain the role of a broker (including retail, wholesale and reinsurance brokers)
• Describe how the law of agency dictates broker’s responsibilities to their customers and sometimes other brokers an insurers
• Outline how brokers are regulated in the UK
• Identify the key skills required of a successful broker
• Explain how brokers market to and target clients and build relationships
• Explain how retail brokers identify and assess the coverage needs of their customers
• Explain the broker’s role in the insurance market and how they negotiate the best price and coverage for their customers
• Describe the broker's role in ensuring the claims process works smoothly and clients recover claims monies
• Identify the common causes of complaints and errors and omissions claims against brokers and how brokers can seek to minimise complaints and errors and omissions claims
• Develop an action plan to improve their broking skills

Who should attend?

Brokers who are new to broking or are seeking to improve their broking skills.

Trainer

Neil Park MA FCII

Method of delivery

This workshop will be delivered online with a Trainer via Microsoft Teams, over one half day session, on 11 & 18 March 2025, 13:30-16:30 (UK). Delegates must ensure they can access the session through Teams.

Certificate

At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.

Price

• Members: £189
• Non-members: £249

How to book

To register for this course, please complete the below form: 

For enquiries about this course, please email to: business.enquiries@cii.co.uk 

---

 

Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the Training Team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses.