How To Become An Insurance Broker Using These Tips

October 22, 2019 821 views

A Collection of Pages About Becoming An Insurance Broker

As an insurance broker, you’ll be working with insurance companies and clients. You’ll help insurance companies gain new customers and you’ll be working for clients to get them the best coverage and prices.

When you take care of your clients, word travels and you start to get referrals. I have an agent that proved to go above and beyond when I needed commercial insurance. I have referred him to people I know on many different occasions.

I have been offered insurance by other brokers. I won’t even consider using a different broker because the level of service and commitment is so good with my current broker. This is one way to become a great broker.

As a broker your responsibilities may include:

    • Promoting new and existing products
    • Find the best coverage at the best price for your clients
    • Going over and explaining policies
    • Processing insurance forms and policies
    • Investigating clients for accuracy
    • Inspecting vehicles and homes and arranging for medical exams
    • Keeping excellent records to build a client’s history and keep track of claims
    • Assessing risks, such as property location, driving records, medical history, etc.
    • Working with adjusters
    • Calculating payment plans, methods, and premiums
    • Coordinating and processing payments
    • Performing administrative tasks
    • More in the resources so follow

As with any career your considering, make sure you are getting into a career for the right reason, and that reason shouldn’t be for the money.

For example, if you are making one hundred thousand a year from your career but the job is stressful, taking a toll on your family, your health, and you’re miserable doing this type of work, then is it really worth it?

On the other hand, if you’re making fifty thousand a year and you love your job, have time to spend with your family and you feel good all the time, then which is more valuable?

If you have a passion for the work you’re doing, you’ll excel at that work and be much more productive compared to a job you’re not passionate about. All that being said, if you have a choice, look for work you’re passionate about, you’ll be better off.

The second important point I want to make is if you can find an insurance agent to shadow, you’ll get an inside view of what you’re in for and get some hands-on experience before you invest the time and money required to get certified.

If you can’t find an agent to shadow, you may be able to find one that you can interview. Either way, if you find an agent be sure to prepare your questions beforehand so you make the most out of the time you have with them as well as respecting their time by being prepared.

Have a look at the hand-picked articles I have selected for this post that will give you a strong overview of what you can expect from a career as an insurance agent.

Take the time necessary to go through the resources. Even if you spend a few hours, by the time you’re finished, you’ll know if you want to pursue this career further or if you may be better suited for a different career.


How To Become An Insurance Broker

How to Become an Insurance Broker in 5 Steps

How to Become an Insurance Broker

Five Tips for Becoming a Successful Insurance Broker | MyPath

How to Work As an Insurance Broker From Your Home | Chron.com

Insurance Broker Education Requirements

Trends, Statistics and Job Overview

2019 Insurance Industry Outlook | Deloitte US

Insurance Brokers & Agencies in the US – Industry Data, Trends, Stats | IBISWorld

5 trends every broker needs to know about in 2019 | Capital Benefits Group

Insurance Industry: 12 Trends for 2019

What To Know Before Becoming An Insurance Broker

5 things to know before becoming an insurance broker | OB Banking and Finance – Crypto, Business, and Investment Information

A Day In The Life

A Day in the Life of a Broker

What’s it like to work as… an insurance broker?

Character Traits

What Makes A Good Insurance Broker? | Ashburnham Insurance Blog

Six key traits of a successful insurance broker | Life Insurance Canada

How to Succeed as an Insurance Broker or Insurance Agent


Salary: Insurance Broker | Glassdoor.ca

Q: What Is the Average Insurance Broker Salary by State in 2019?

Insurance Broker Salary | PayScale

Getting The Job

Job Preparation Resources You Need To Get That Job

Resume Tips

Insurance Broker Resume Samples | JobHero

Insurance Broker Resume Samples | Velvet Jobs

Insurance Broker Samples | Resumes | LiveCareer.com

Insurance Broker Samples | Resumes | LiveCareer.com

Job Interview Questions

Insurance Broker Interview Questions & Answers | MyPerfectResume

Interview Questions for an Insurance Broker

20 Sample Insurance Interview Questions for Agents & Brokers


15 Best Online Tools for Insurance Agents This 2017 – Virtual Assistant Talent

5 Tools Every Insurance Agent Should Have

Insurance Marketing Tools For Agents and Brokers | InsuranceSplash


Insurance Associations | IRMI.com

Glossary and Terms

Glossary of Insurance Terms

Glossary Of Terms – SWB Insurance Brokers


Top 10 Insurance Magazines, Publications & Ezines To Follow In 2019

5 Insurance Magazines That Will Make You a Better Agent – Blitz Sales Software™

52:Finance & Insurance – Industry News and Trade Magazines – Research Guides at Rutgers University

Tips and Insights

Insurance Broker Tips for Sales Success

Pros and Cons of Using an Insurance Broker/Agent | MoneyTips

Insurance Broker Vs Agent | Captive Or Independent Agent

Simple Tips to Becoming a Stand-Out Insurance Broker | CoverageSpace Blog

How does an insurance broker make money?


Top 100 Insurance Blogs, Websites & Newsletters To Follow in 2019

The Top 21 Must-Read Insurance Blogs

25 Insurance Resources Every Independent Agent Should Subscribe To

Insurance Brokers To Follow Online

5 Twitter Accounts for Insurance Agents to Follow | Insureon

TV Shows and Movies

Amazon.com: Watch The Broker’s Man Series 1 | Prime Video

Mike Groner – IMDb

Six Movies Every Insurance Agent Should Watch

Job Opportunities





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