Broker Assistant Interview Questions UK: 8 Real Questions and What Interviewers Want

Applying for a Broker Assistant job in the UK? Here is what you are likely to be asked. These questions come from our Broker Assistant question bank of 11 questions, written for UK employers at junior level.

Eight Broker Assistant interview questions, and what the interviewer is thinking

1. What is a mid-term adjustment, and how would you process one accurately for a client?

Why they ask: MTAs are one of the most common tasks for a broker assistant and errors are costly.

2. What does a broker assistant do day to day, and why do you want this role?

Why they ask: They want to see you understand the reality of the job and are motivated to learn the business.

3. Why is it important to check policy documents carefully before they are sent to a client, and what would you check?

Why they ask: Document accuracy is central to the role and to treating clients fairly.

4. What do you know about employers' liability insurance, and why does it matter for a broker's commercial clients?

Why they ask: It is a compulsory class that appears constantly in SME broking, so they want to see basic knowledge.

5. A client rings in a panic. They need an employers' liability certificate by this afternoon for a tender, and the executive who handles their account is out. What would you do?

Why they ask: They want to see you solve urgent client problems within your authority.

6. How is an insurance premium built up, and what would you check on an invoice before sending it to a client?

Why they ask: They want to know you understand the numbers you will handle daily.

7. You notice that a policy schedule already sent to a client shows the wrong sum insured for their building. What would you do?

Why they ask: They are testing honesty, urgency and how you handle errors in documents.

8. Describe a time you had several tasks with competing deadlines and how you decided what to do first.

Why they ask: Renewal peaks make prioritisation essential in a broking office.

A sample answer to question 1

What is a mid-term adjustment, and how would you process one accurately for a client?

A mid-term adjustment is a change to a policy during its period of cover, such as adding a vehicle, changing an address, increasing a sum insured or removing a driver. I would first confirm the request in writing, check it is clear who has authorised it, and make sure I understand the effective date. Then I would see whether the change needs underwriter agreement, which is usually the case for anything that alters the risk, and pass it to the account handler or insurer as appropriate. Once terms are agreed, I update the broking system, whether Acturis or another, raise the additional or return premium, and issue the revised schedule and any invoice or credit note. I check the figures and details carefully, because a wrong effective date or registration number can affect a claim. Finally I record everything on the file, so that anyone picking it up can see what was done and when.

Common mistake to avoid: Making the change before terms are agreed; Not checking details in the final documents

Want the rest?

Full model answers, key points and common mistakes for all 11 questions are on the Broker Assistant interview questions page. The first five are free, no sign-up needed.