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The Top 10 Skills Every Insurance Intermediary Needs to Succeed

By June 4, 2024June 5th, 2024No Comments

[This article was generated by Meta AI and has been edited by the Surer team for clarity, readability and context.]

In today’s fast-paced and competitive industry, it’s not enough to just have a passion for insurance (although that’s a great start!).

To truly succeed, you need to cultivate a range of skills that will set you apart from the rest.

So here’s the scoop on the top 10 skills every insurance intermediary should have!

Communication Skills

Effective communication is key to building strong relationships with clients and understanding their needs. Make sure you can articulate complex ideas in a clear and concise way. 93% of customers say communication is key to trust (Source: Accenture).

Product Knowledge

Stay up-to-date on the latest products and services to provide expert advice and solutions. 85% of customers expect intermediaries to be product experts (Source: IBM)

Risk Assessment

Develop your skills in risk assessment to provide personalised solutions for clients. 75% of clients say risk assessment is a key factor in their purchasing decision (Source: Deloitte)

Data Analysis

Learn to analyse data to identify trends and insights that benefit clients. Data analytics can reduce claims processing time by 90% (Source: KPMG)

Digital Literacy

Embrace digital tools and platforms to streamline processes and enhance customer experience. 74% of insurance customers use digital channels to interact with their insurers (Source: Accenture)


Develop your problem-solving skills to tackle complex client challenges. 80% of clients say problem-solving is a key factor in their loyalty (Source: Salesforce)

Emotional Intelligence

Cultivate emotional intelligence to empathize with clients and build strong relationships. 90% of top performers have high emotional intelligence (Source: TalentSmart)


Stay adaptable in a rapidly changing industry to stay ahead of the curve. 75% of insurance companies say adaptability is crucial for success (Source: PwC)


Learn to collaborate with other professionals to expand your network and offerings. 85% of clients say collaboration is key to their satisfaction (Source: EY)

Continuous Learning

Embrace lifelong learning to stay updated on industry developments and best practices. 80% of insurance professionals say continuous learning is essential for success (Source: CPCU)

Insurance intermediaries who cultivate these top 10 skills will be well on their way to success. Remember, stay curious, stay adaptable, and always put your clients first!

With these skills and a passion for insurance, you are set to thrive in any environment.

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