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Insurance Career

The route into and up through insurance: sales agent, underwriting, claims and broking roles, licensing and the CII, CIP or CPCU qualifications, a sales and servicing routine, and the move into specialist or management work.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Insurance Career, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

200

Starter tasks

🧰 Professions & Trades

Insurance Career

Building a career in insurance: sales agent, underwriting and claims routes, insurance qualifications, licensing and moving into management.

  1. What insurance jobs involve day to day
  2. School subjects and entry qualifications for insurance
  3. Map of insurers, brokers and agencies in your market
  4. Choosing an insurance qualification and institute
  5. Agent and broker licence requirements where you work
  6. Fit and proper declarations and background checks
  7. Insurance CV for trainee and agent roles
  8. Applications for underwriting, claims and agency roles
  9. Insurance interview and assessment day preparation
  10. First ninety days in an insurance role
  11. Agent sales pipeline and activity log
  12. Annual policy review calendar for your clients
  13. Claims diary and file review routine
  14. Continuing education and licence renewal tracker
  15. Weekly insurance market and regulation briefing
  16. Production and persistency scorecard
  17. Professional network across the insurance market
  18. Compliance file notes and suitability records
  19. Budgeting on commission and irregular income
  20. Principles of insurance and how cover works
  21. Study plan for the agent licensing exam
  22. Reading a policy wording clause by clause
  23. Underwriting a risk from proposal to decision
  24. Claims handling from notification to settlement
  25. Spotting claims and application fraud
  26. Needs-based fact-find for life and health sales
  27. Catastrophe and hurricane exposure in property insurance
  28. Reading an insurer's results and key ratios
  29. Choosing between sales, underwriting, claims and broking
  30. Tied agent, independent broker or salaried role
  31. Comparing insurance job offers
  32. Moving from customer service into underwriting or claims
  33. Making the case for promotion to senior grade
  34. Considering the actuarial route
  35. Errors and omissions cover for agents and brokers
  36. Sitting the agent licensing exam
  37. Sitting a professional insurance exam unit
  38. Hurricane season readiness for claims and service teams
  39. Preparing for a compliance or regulator file audit
  40. Annual performance and production review preparation
  41. School leaver starting as an insurance trainee
  42. Graduate programme or internship in insurance
  43. Career change into insurance from another field
  44. Insurance career while raising young children
  45. Moving abroad with insurance experience
  46. Loss adjusting and claims investigation specialism
  47. Reinsurance and specialty markets
  48. Commercial lines broking for business clients
  49. Group health, life and pension benefits specialism
  50. Leading an agency team as unit or sales manager

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

What insurance jobs involve day to day

Insurance covers very different jobs: the agent who sells life policies on commission, the underwriter who decides whether to accept a risk and at what price, the claims handler who settles losses, the broker who shops the market for a business client and the loss adjuster who inspects the damage.

First tasks

  • Read three current job adverts each for agent, underwriting and claims roles
  • Ask someone in insurance for a twenty-minute call about their typical week
  • Note whether each role is salaried, commission-only or a mix
  • Write your first and second choice of role with one reason each

School subjects and entry qualifications for insurance

Most insurers hire school leavers and graduates into trainee roles, and a pass in mathematics and English is the usual floor. In the Caribbean that means CSEC Mathematics and English A, with Principles of Business, Principles of Accounts or CAPE Accounting and Economics helping; elsewhere it is GCSEs and A levels, a high school diploma or provincial equivalents.

First tasks

  • Find the trainee or graduate entry requirements on three insurers' careers pages
  • List your CSEC, CAPE, GCSE, A level or equivalent results beside them
  • Mark any subject you still need, such as mathematics or English
  • Decide between starting work, a diploma or a degree and note why

Map of insurers, brokers and agencies in your market

On a small island there may be only a dozen insurers, a few brokers and many agencies, while a large city has hundreds of employers across life, general, health and reinsurance. A simple map of who writes what, who is hiring and who trains new staff well shows you where the entry doors are and saves applications to firms that never take beginners.

First tasks

  • Download the regulator's register of licensed insurers and intermediaries
  • Tag each firm as life, general, health, composite, broker or agency
  • Ask two people in the industry which firms train beginners well
  • Pick eight target employers and save the list

Make it yours.

Install Insurance Career, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.