Where an insurance broker can go next
12 destinations recorded, ranked by how much of the target role an insurance broker already meets. The closer to the top of Table 1, the less there is to learn.
Insurance brokers promote, sell and provide advice on various insurance policies such as life insurance, health insurance, accident insurance and fire insurance to individuals and organisations. They also work as intermediaries between individuals or organisations and insurance companies, and negotiate the best insurance policies for their clients, arranging insurance cover where needed. Insurance brokers engage with new prospective clients, provide them with quotes for their policy needs, assist them in the signing of new insurance contracts and propose specific solutions to their specific problems.
Also known as insurance agent, property and casualty insurance agent and broker, life insurance broker, insurance sales person, commercial insurance broker, insurance seller, life insurance representative, retail insurance broker, insurance sales consultant, sales insurance supervisor, household insurance broker, insurance intermediary.
Technicians and associate professionals 46 skills on file 12 career moves 0 above 60% overlap Closest: insurance collector, 51%
- 70% and above · short step
- 50 to 70% · real move
- Below 50% · substantial retraining
Table 2 · A bigger jump
Possible, but expect real retraining rather than a sideways step.
- property insurance underwriter 46% covered · difficulty 55.4
- insurance rating analyst 40% covered · difficulty 56.5
- insurance underwriter 40% covered · difficulty 64
- loss adjuster 39% covered · difficulty 64.6
- insurance agency manager 39% covered · difficulty 69.3
- insurance fraud investigator 38% covered · difficulty 57.7
- insurance risk consultant 37% covered · difficulty 60.9
- actuarial assistant 37% covered · difficulty 56
- securities broker 32% covered · difficulty 65.6
- insurance claims manager 32% covered · difficulty 69.5
Table 3 · What the job itself asks for
An insurance broker needs 18 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.
- compare insurance products information skills
- inform on insurance products communication, collaboration and creativity
- sell insurance communication, collaboration and creativity
- calculate insurance rate information skills
- claims procedures business, administration and law
- create insurance policies communication, collaboration and creativity
- analyse insurance needs communication, collaboration and creativity
- insurance market business, administration and law
- insurance law business, administration and law
- principles of insurance business, administration and law
Table 4 · Jobs that lead here
The reverse view: occupations whose skills already cover much of what an insurance broker does. The figure is how much of this job each one brings.
Look up another occupation
Insurance broker is filed under Technicians and associate professionals, ISCO major group 3. The full index lists all ten groups.
How these figures were compiled
Overlap is how much of the target role is already part of an insurance broker’s work. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.