British Columbia Institute of


RMGT 3110 - Insurance Broker and Agent Roles

General Insurance & Risk Management Part-time Studies Course

School of Business

Course Details

This is a skills-based course providing an overview of the insurance business from a broker's perspective, concentrating on the needs of personal lines clients and small commercial risks. The course begins by introducing the broker as an insurance intermediary, and then follows the progress of a risk from the initial broker-client contact, through the evaluation and application process, to the binding of insurance and issuing of a policy. Major insurance product lines and common policy transactions handled by a broker are also covered.





Winter 2020

Below is one offering of this course for the Winter 2020 term.

CRN 86450

Tue Jan 07 - Tue Mar 31 13 Weeks

Class Meeting Times

Dates Days Times Locations
Jan 07 - Mar 31 Tue 17:30 - 20:30 BBY SW03 Rm. 4785


Shaun Sinclair

Course Outline



This course offering is in progress. Please check back next term or subscribe to receive email updates.

In Progress

Learning Outcomes

Upon successful completion, the student will be able to:

  • Define insurance intermediary, focusing on the comparison of roles and responsibilities of agents and brokers and the different licensing requirements for each.
  • Discuss effective communication including descriptions of techniques for telephone, written and in person discussions.
  • Describe how the risk analysis process leads to the identification of exposures, and how this aids in the sales process.
  • Manage client information, from setting up a new client file to completing an application.
  • In non technical language describe the significance of full disclosure and the reasons for obtaining the client signature on forms.
  • Define “Binding Authority” and its importance in the insurance transaction.
  • Compare the coverage provided by a personal liability policy and a commercial general liability policy, highlighting the benefits of each of their major insuring agreements.
  • Describe the various processes carried out by brokers over the course of providing insurance to customers over several years.
  • Manage a claim situation for a client from the broker’s from the broker’s perspective and be able to explain the process to a customer.

Effective as of Fall 2011

Related Programs

RMGT 3110 is offered as a part of the following programs:

School of Business

  1. General Insurance and Risk Management
    Full-time   Diploma

Books & Supplies

The BCIT bookstore carries textbooks, general reference books, software, and stationery. Please visit for more information.

Winter 2020

Books for Winter 2020 offerings of this course are available in the following BCIT online bookstores. Please choose the bookstore appropriate for the offering you are considering.

BCIT Burnaby Bookstore

If you are taking this course, but are not taking it through either Distance Education or Online Learning, nor at the BCIT Downtown Campus (DTC), please purchase books for this course at the BCIT Burnaby Bookstore.

Image not available
C130 Essential Skills For Broker/Agent
Author Iic
Binding Kit/Set/Package
Price $245.95


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Contact Information

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English Language Proficiency

BCIT's Part-time Studies English Language Proficiency Standard is English 12 (or equivalency). Students who do not meet this requirement should upgrade their English skills prior to any future registration.

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Registration News

Registration is currently open for the Winter 2020 term.

The sneak preview for the Spring/Summer 2020 term starts Fri, Feb 14 at 8:30 am (PST).

Students may register for Spring/Summer 2020 term courses online, by phone, mail or in-person starting Wed, Feb 19 at 9:00 am (PST).

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