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Insurance Broker Job Description

Insurance Broker Job Description

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Insurance Broker Job Description:

We are looking for a competitive Insurance Broker to partake in our business development activities. You will be responsible for finding new customers, promoting and selling our insurance plans.

The goal is to steadily forge long-term relationships to secure the company’s revenues and growth.

Insurance Broker Job Responsibilities:

  • Acquire new clients and win accounts against competitors

  • Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals

  • Understand the provisions of each policy and communicate this information to the customer

  • Share client information with insurance carriers to determine which products are best to recommend

  • Act as a liaison between insurers and clients

  • Building and maintaining business relationships with clients

  • Preparing reports for insurance underwriters

  • Research insurance trends, policies and products

Insurance Broker Job Requirements:

  • Bachelor’s degree in accounting, finance or business management.

  • Proven work experience as an insurance broker.

  • A passion for sales.

  • In-depth knowledge of insurance products.

  • Good communication and interpersonal skills.

  • Basic knowledge of office and accounting software.

  • High-level negotiating skills.

  • Attention to detail.

  • Advanced mathematical skills.