The role of a broker is one; not only do they have to ensure that their client is supported but ensure that the underwriter is also supported. Technical knowledge and interpersonal skills are paramount to being a good broker.
This course is aimed to help you understand the key responsibilities that a broker has, and the legal implications imposed on them as an ‘agent’.
The course will explore what a broker must do to negotiate, manage relationships and adhere to law and regulation.
Learning Objectives
Following this webinar session you will be able to:
- Recognise the key considerations of a broker in their unique position.
- Determine the differences between a broker’s principal and third party.
- Identify why a broker must understand the client’s needs and provide suitable advice.
Venue
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.