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Insurance Broker Job Description

Insurance

Insurance brokers’ main responsibility is to sell insurance plans to customers and try to retain customers by providing good offers to existing customers. To excel as an insurance broker you should have wide knowledge of the insurance marketplace. Insurance brokers should have a drive for sales and good intrapersonal skills.
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Description

We are looking to hire an experienced Insurance Broker to expand our client base. As an Insurance Broker, you will be responsible for selling insurance plans to new customers, up-selling plans to existing customers, and cultivating lasting relationships.

To ensure success as an Insurance Broker, you should have extensive knowledge of available insurance products, a passion for sales, and excellent interpersonal skills. A top-notch Insurance Broker creates lasting and trusting relationships with clients by finding them the best product for their needs.

Responsibilities

  • Creating marketing initiatives to attract new clients.
  • Meeting with potential clients to discuss their insurance needs.
  • Researching all the available policy options for the client.
  • Negotiating with underwriters to get the best policy at the best price.
  • Presenting policy details to the client and signing the policy agreement.
  • Collecting premiums.
  • Processing client accounts.
  • Advising clients on risk management initiatives.
  • Advising clients on when and how to make a claim on their policy.
  • Preparing reports for underwriters.
  • Updating existing policies.
  • Maintaining client relationships.

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.

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The Hirebee Team is a group of passionate professionals dedicated to transforming the hiring process with AI-driven innovation. With expertise in HR technology, recruitment, and employer branding, we create solutions that help businesses attract, assess, and hire top talent more efficiently. Our team is committed to sharing industry insights, best practices, and the latest trends to empower companies with smarter hiring strategies.

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Features
Job Distribution Software
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Job Description
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Recruiting Email Templates
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