Managing Broking Client Claims

Overview

Insurance brokers play an important role in supporting clients throughout the claims process. When a loss occurs, clients rely on their brokers to guide them through claims procedures, facilitate communication with insurers, and ensure that claims are handled efficiently and fairly.

This course provides practical knowledge of how insurance brokers support clients during the claims process. Participants will develop an understanding of the broker’s responsibilities in claims reporting, documentation, follow-up with insurers, and assisting clients in navigating the claims settlement process.

The programme also highlights the importance of professional communication, effective claims coordination, and client advocacy in delivering high-quality broking services.

Who Should Enrol

This course is designed for professionals involved in insurance broking and client relationship management, including:

• Insurance brokers and brokerage staff
• Client relationship managers in brokerage firms
• Insurance agents transitioning into broking roles
• Claims liaison officers within brokerage firms
• Insurance intermediaries supporting corporate clients
• Professionals seeking to strengthen their understanding of broking claims management

What You Will Learn

Participants will gain practical knowledge and understanding of:

• The role of brokers in supporting clients during insurance claims
• Claims notification and reporting procedures
• Documentation and evidence requirements in the claims process
• Communicating and coordinating with insurers and loss adjusters
• Supporting clients throughout the claims assessment and settlement process
• Best practices for delivering effective client claims support

Learning Pathway

This course forms part of the IIEA E-Academy Learning Pathway Framework™ for Advanced Insurance Professionals, designed to strengthen technical expertise across key areas of insurance practice.

Certification

Participants who successfully complete the course requirements will receive a Certificate of Achievement recognising their successful completion of the programme.

This course complements other insurance broking and claims-related programmes such as:

• Deliver Professional Insurance Broking Services
• Claims Fundamentals
• Claims Handling Fundamentals

and helps build strong capability in managing client claims within insurance broking practice.