Job Description /Finance/Insurance Broker

Insurance Broker Job Description

As an Insurance Broker, you will assist clients in finding the right insurance policies to meet their needs. Your expertise will provide valuable advice and support in navigating the complex world of insurance.

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Use this Insurance Broker job description to attract knowledgeable professionals who can provide excellent client service. Adjust the specifics to align with your organization’s unique requirements.

Insurance Broker Responsibilities Include:

  • Develop and maintain client relationships
  • Assess clients' insurance needs and recommend appropriate policies
  • Provide accurate and timely quotes to clients
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Job Brief

We are looking for a dedicated Insurance Broker to join our team. In this role, you will assess client needs, explain policy options, and guide them through the selection process.

Strong interpersonal and communication skills are essential for success in this position. You will build relationships with clients based on trust and transparency, ensuring they feel confident in their insurance choices.

If you have a passion for helping clients protect their assets and navigate the insurance landscape, we want to hear from you!

Responsibilities

  • Develop and maintain client relationships
  • Assess clients' insurance needs and recommend appropriate policies
  • Provide accurate and timely quotes to clients
  • Negotiate policy terms and premiums with insurance carriers
  • Process policy applications and documentation
  • Stay up-to-date on industry trends and changes in regulations
  • Meet and exceed sales targets
  • Collaborate with team members to achieve company goals
  • Attend training sessions and seminars to improve knowledge and skills
  • Provide excellent customer service to clients

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Requirement

  • Bachelor's degree in Finance or related field
  • Minimum of 2 years experience in insurance sales
  • Excellent communication and negotiation skills
  • Strong understanding of insurance policies and regulations
  • Ability to build and maintain client relationships
  • Proven track record of meeting sales targets
  • Detail-oriented and organized
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Office suite
  • Valid insurance broker license

Skills

  • Excellent communication skills
  • Strong sales and negotiation skills
  • Knowledge of insurance policies and regulations
  • Client relationship management
  • Attention to detail
  • Organizational skills
  • Teamwork and collaboration
  • Proficiency in Microsoft Office suite
  • Valid insurance broker license
  • Problem-solving abilities

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