Executive Certificate in Insurance Broking
Course Overview
The Executive Certificate in Insurance Broking is a comprehensive professional qualification designed to build highly competent, ethical, and strategically oriented insurance brokers capable of serving clients, insurers, and insurance markets across Kenya, East Africa, Southern Africa, and the broader African insurance sector. It empowers participants with the deep technical knowledge, advisory skills, documentation accuracy, market insight, compliance awareness, and claims advocacy capability required to operate at a professional standard.
As the African insurance environment rapidly evolves—driven by regulatory modernization, digital innovation, emerging risk classes, and heightened consumer expectations—brokers are increasingly required to go beyond transactional selling. They must accurately interpret risks, negotiate coverage, lead claims advocacy, provide strategic advisory, engage with reinsurers, structure niche and specialty solutions, and support insurance penetration and market maturity.
This qualification directly responds to that need. It prepares learners to confidently operate across personal, SME, commercial, and specialty lines; understand the underwriting logic behind products; engage competently and effectively with insurers and reinsurers; uphold regulatory and ethical standards; utilize digital platforms and analytics; and contribute meaningfully to revenue growth and customer satisfaction within brokerage firms.
The programme is structured around 12 robust and interlinked modules that integrate foundational insurance understanding, advanced broking practice, operational excellence, digital transformation, risk-based advisory, and leadership development. Learners are deliberately equipped with the analytical and interpersonal competencies required to elevate broking into a respected advisory profession rather than a mere distribution function.
Learning Objectives
- Describe the purpose, principles, and structure of insurance markets in Africa;
- Explain the functions, duties, and regulatory obligations of insurance brokers across East and Southern Africa;
- Conduct professional client engagement, needs assessments, and risk profiling for SMEs, corporates, and retail clients;
- Undertake structured risk assessments and prepare high-quality risk submissions for insurers and reinsurers;
- Evaluate insurance products, analyse policy terms, and recommend suitable solutions aligned to client exposures;
- Negotiate placement terms, pricing, and policy structures with insurers and reinsurance partners;
- Manage policy servicing, renewals, mid-term adjustments, and client relationship processes;
- Facilitate efficient and ethical claims management, serving as an effective client advocate;
- Apply compliance, governance, AML/KYC, and Treating Customers Fairly (TCF) principles in broking practice;
- Manage broking operations including financial controls, documentation, CRM systems, and reporting requirements;
- Apply digital tools, emerging technologies, and insurtech innovations to enhance broking effectiveness; and
- Demonstrate leadership, communication, strategic thinking, and business management skills within broking firms.
