The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Insurance Administrator / Policy Processor
2-3 yearsSkills to master
- High-volume data entry, policy issuance, basic query handling, understanding of insurance policy structures. You'll have learned the ropes of basic insurance admin.
You're ready to move on when
- Consistently accurate data entry with minimal supervision.
- Ability to process standard policy transactions efficiently.
- Good understanding of basic insurance terminology.
- 2
Broker Support Assistant
2-4 yearsSkills to master
- Client communication (written and verbal), understanding of broker workflows, managing multiple client requests, basic market knowledge. You'll know how brokers operate.
You're ready to move on when
- Excellent communication skills with external parties.
- Proven ability to manage and prioritise multiple requests.
- Familiarity with various insurance products and markets.
- 3
Junior Finance Operations Assistant
2-3 yearsSkills to master
- Reconciliation of financial data, basic reporting, understanding of financial controls, attention to detail with numbers. You'll be comfortable with financial processes.
You're ready to move on when
- Strong numerical accuracy and reconciliation skills.
- Experience with financial data entry and basic reporting.
- Understanding of internal controls and audit requirements.