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
  • Evaluate clients' insurance needs and recommend appropriate products
  • Negotiate insurance contracts on behalf of 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

  • Develop and maintain client relationships
  • Evaluate clients' insurance needs and recommend appropriate products
  • Negotiate insurance contracts on behalf of clients
  • Provide ongoing support and assistance to clients
  • Stay current on industry trends and regulations
  • Collaborate with underwriters to secure coverage for clients
  • Prepare and present insurance proposals to clients
  • Handle claims and follow up with insurance companies
  • Meet sales targets and KPIs
  • Participate in training and development programs

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Requirement

  • Minimum of 2 years experience in insurance sales
  • Excellent communication and negotiation skills
  • Strong customer service orientation
  • Ability to build and maintain client relationships
  • Knowledge of insurance products and services
  • Proficient in MS Office suite
  • Bachelor's degree in Business Administration or related field
  • Insurance agent license
  • Ability to work independently and as part of a team
  • Strong organizational and time management skills

Skills

  • Sales skills
  • Customer service skills
  • Negotiation skills
  • Communication skills
  • Problem-solving skills
  • Time management skills
  • Organizational skills
  • Analytical skills
  • Attention to detail
  • Teamwork skills

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