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 a portfolio of clients
  • Evaluate clients' insurance needs and recommend suitable policies
  • Provide excellent customer service and support throughout the insurance process
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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 a portfolio of clients
  • Evaluate clients' insurance needs and recommend suitable policies
  • Provide excellent customer service and support throughout the insurance process
  • Negotiate policy terms and premiums with insurance carriers
  • Stay up-to-date on industry trends and regulations
  • Generate leads and follow up on sales opportunities
  • Prepare and present insurance quotes and proposals
  • Collaborate with team members and support staff
  • Attend networking events and industry conferences
  • Meet and exceed sales goals and targets

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Requirement

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

Skills

  • Sales and negotiation skills
  • Customer service orientation
  • Knowledge of insurance products and regulations
  • Communication and interpersonal skills
  • Problem-solving abilities
  • Organizational and time management skills
  • Attention to detail
  • Ability to work under pressure
  • Teamwork and collaboration
  • Computer proficiency

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