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
  • Analyze clients' insurance needs and recommend appropriate products
  • Negotiate and finalize insurance contracts
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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
  • Analyze clients' insurance needs and recommend appropriate products
  • Negotiate and finalize insurance contracts
  • Educate clients on insurance coverage and options
  • Process insurance applications and claims
  • Stay up-to-date on industry trends and regulations
  • Meet sales targets and KPIs
  • Collaborate with underwriters and insurance companies
  • Provide exceptional customer service
  • Maintain accurate records and documentation

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Requirement

  • Bachelor's degree in Business, Finance, or related field
  • Minimum of 2 years experience in insurance sales
  • Strong knowledge of insurance products and regulations
  • Excellent communication and interpersonal skills
  • Proven track record of meeting sales targets
  • Ability to work independently and as part of a team
  • Detail-oriented and organized
  • Valid insurance broker license
  • Fluency in English and Malay
  • Familiarity with insurance software and CRM systems

Skills

  • Sales and negotiation skills
  • Customer service orientation
  • Analytical and problem-solving skills
  • Time management and prioritization
  • Attention to detail
  • Teamwork and collaboration
  • Adaptability and resilience
  • Computer proficiency
  • Knowledge of insurance products and regulations
  • Communication and interpersonal skills

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