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
  • Identify client insurance needs and recommend suitable products
  • Provide personalized insurance solutions
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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
  • Identify client insurance needs and recommend suitable products
  • Provide personalized insurance solutions
  • Negotiate and finalize insurance contracts
  • Meet sales targets and KPIs
  • Stay updated on industry trends and regulations
  • Process insurance claims
  • Collaborate with colleagues to achieve team goals
  • Maintain accurate client records
  • Provide excellent customer service

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Requirement

  • Must have a valid insurance broker license
  • Excellent communication and negotiation skills
  • Strong sales acumen
  • Ability to build and maintain client relationships
  • Knowledge of insurance products and industry regulations
  • Ability to work independently and as part of a team
  • Attention to detail
  • Strong organizational skills
  • Ability to meet sales targets
  • Proficiency in Microsoft Office suite

Skills

  • Excellent communication skills
  • Negotiation skills
  • Sales skills
  • Client relationship management
  • Insurance product knowledge
  • Industry regulations knowledge
  • Teamwork
  • Organizational skills
  • Attention to detail
  • Customer service skills

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