Insurance Broker Job Description

Insurance Broker Job Description (JD)

  • Invent effective marketing strategies to sell insurance plans to new clients or up-sell to current clients
  • Use methods such as networking, cold calling etc to spot opportunities and cultivate trust with potential customers
  • Gauge the condition of business or individual customers and discover plans according to their requirements
  • Collaborate with clients to introduce them with befitting risk management strategies
  • Submit regular reviews of progress to interested parties
  • Retain and renew bookkeeping systems, database and records
  • Oversee insurance claims to ensure fair dealing and satisfaction
  • Accomplish predetermined development goals by obtaining new clients
  • Follow the market trends and continuously refurbish knowledge on products and services
  • Fulfil all policy requirements

Requirements

  • Proven experience as an insurance broker
  • Knowledgeable in all types of insurance plans (automobile, fire, life, property, medical etc)
  • Basic understanding of computers and statistics
  • Results-driven
  • Demonstrated ability to present, persuade and eventually sell
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • Valid licence to practice profession
  • High school or BSc degree