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
  • Assess clients' insurance needs and recommend appropriate products
  • Provide personalized insurance solutions and quotes
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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
  • Assess clients' insurance needs and recommend appropriate products
  • Provide personalized insurance solutions and quotes
  • Negotiate policy terms and premiums with insurance carriers
  • Process policy applications and documentation
  • Monitor and follow up on policy renewals and claims
  • Stay updated on insurance industry trends and regulations
  • Meet sales targets and KPIs
  • Collaborate with team members and support staff
  • Attend training sessions and professional development events

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Requirement

  • Must be a licensed insurance broker
  • Excellent communication and negotiation skills
  • Strong sales and customer service experience
  • Ability to work independently and as part of a team
  • Knowledge of insurance products and regulations
  • Attention to detail and organizational skills
  • Ability to meet sales targets and deadlines
  • Bachelor's degree in finance, business, or related field
  • Previous experience in insurance sales preferred
  • Fluency in English and Malay

Skills

  • Sales and negotiation skills
  • Customer service and relationship-building skills
  • Knowledge of insurance products and regulations
  • Communication and interpersonal skills
  • Organizational and time management skills
  • Problem-solving and decision-making skills
  • Attention to detail and accuracy
  • Ability to work independently and as part of a team
  • Computer literacy and proficiency in MS Office
  • Fluency in English and Malay

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