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:

  • Identify potential clients and develop relationships with them
  • Assess clients' insurance needs and recommend appropriate solutions
  • Prepare and present insurance 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

  • Identify potential clients and develop relationships with them
  • Assess clients' insurance needs and recommend appropriate solutions
  • Prepare and present insurance quotes to clients
  • Negotiate terms and conditions with insurance providers on behalf of clients
  • Process insurance applications and renewals
  • Provide ongoing support to clients and handle any claims or issues that may arise
  • Stay up-to-date on industry trends and changes in regulations
  • Meet and exceed sales targets and performance goals
  • Maintain accurate records of client interactions and transactions
  • Collaborate with colleagues to achieve team goals

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Requirement

  • Bachelor's degree in a related field
  • At least 2 years of experience in insurance sales
  • Strong communication and negotiation skills
  • Ability to work independently and as part of a team
  • Proven track record of meeting sales targets
  • Knowledge of insurance products and regulations
  • Excellent customer service skills
  • Detail-oriented and organized
  • Ability to multitask and prioritize workload
  • Proficiency in MS Office suite

Skills

  • Sales and negotiation skills
  • Customer service experience
  • Knowledge of insurance products and regulations
  • Communication and interpersonal skills
  • Organizational and time management abilities
  • Problem-solving and decision-making skills
  • Attention to detail and accuracy
  • Ability to work under pressure
  • Adaptability and flexibility
  • Computer proficiency

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