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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.
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 relationships with clients
- Assess clients' insurance needs and recommend suitable products
- Provide personalized advice on insurance options
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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 relationships with clients
- Assess clients' insurance needs and recommend suitable products
- Provide personalized advice on insurance options
- Negotiate terms and coverage with insurance providers
- Process insurance applications and claims
- Monitor and review clients' policies regularly
- Stay updated on industry trends and regulations
- Attend networking events to generate leads
- Meet sales targets and KPIs
- Provide exceptional customer service
Requirement
- Bachelor's degree in Finance or related field
- Minimum 2 years of experience in insurance sales
- Excellent communication and negotiation skills
- Strong customer service orientation
- Ability to work independently and as part of a team
- Knowledge of insurance products and regulations
- Proven track record of meeting sales targets
- Detail-oriented and organized
- Proficiency in MS Office and CRM software
- Valid insurance broker license
Skills
- Sales
- Customer service
- Negotiation
- Communication
- Problem-solving
- Time management
- Organizational skills
- Attention to detail
- Networking
- Computer literacy