Insurance Broker
Job Description Template

Insurance Broker Job Description - Image

Job Overview

We are looking for an Insurance Broker who will be responsible for liaising between the clients and the insurance company. 

As an Insurance Broker, you will be responsible to handle the customer’s information. You will also have to serve their needs by offering them suitable policies. You must be aware of the insurance industry market and its policies. 

You must also be able to arrange cover and advise our individual customers confidently. You will be required to examine and suggest changes in the policies of the company as per customer requirements.

If you are confident and possess excellent communication skills, you should avail this opportunity. Apply now.


  • Collect and evaluate information from customers to assess their insurance requirements.

  • Negotiate and discuss the policies with the insurer to bring out the best terms.

  • Maintain cover and other relevant documents as per the policies agreed.

  • Review and suggest changes in the existing policies

  • Analyze and compare insurance policies from multiple resources.

  • Arrange insurance cover and ensure the documentation meets the regulatory and legal requirements.

  • Evaluate and analyze the client’s needs and risk management.

  • Document and keep records of data of insurance broker work.

  • Develop and maintain long-term relationships with clients in addition to acquiring new accounts.


  • Bachelor’s degree in Finance or relevant field.

  • 3+ years of experience in Insurance Brokerage or a similar role in the Finance Department.

  • Strong working experience in various commercial insurance and retail insurance.

  • Knowledge of MS Office and other computer skills.

  • Exceptional verbal and written communication skills.

  • Confident individuals having a flexible approach to work and a convincing attitude.

  • Ability to develop and maintain strong relationships.

  • Strong analytical skills.

  • Excellent interpersonal skills.

  • Ability to work independently.

  • Outstanding interpersonal skills

  • Trustworthy and critical thinker.

  • Excellent listening skills.

  • Quick decision-making skills.

  • Excellent problem solving and networking skills.

  • Strong work ethics.

Post this Insurance Broker job on over 20+ Free Job Boards and Social Media Networks.
You can also customize this job description according to your hiring requirements.
Post to Job Board Customize & Download
The Enterprise Agility Platform
  • People and Asset Tracking
  • Sales CRM and Marketing
  • Resource Bookings/Scheduling
  • Tasks and Work Management
Debbie Bullock, Group HR Manager at English Lakes
Debbie Bullock
English Lakes Hotels, Resorts and Venues
"Jobsoid is a simple and easily accessible online recruitment system. It has brought consistency in our recruitment procedures."

Over 2000 companies across 100+ countries trust Jobsoid to simplify their recruiting.

Read our case studies to understand how Jobsoid has streamlined their hiring processes significantly.

VIB Logo


Communicating with candidates and collaborating with our team was a tedious task. The recruiting information was always present on multiple platforms which was difficult to manage. Read how Jobsoid helped VIB in bringing the recruitment of their entire organisation under one platform.

Read the Case Study
Destinations of the World Logo


Destinations of the World, being a global organisation, needed a tool that could make hiring easier across all their office locations. They discovered Jobsoid by chance and realized that it could do everything they required. Read more about how Jobsoid simplified DOTW's hiring process.

Read the Case Study

Sign up for a Lifetime FREE Recruiting Account today!

  • Branded Careers Portal
  • One-Click posting to 20+ Job Boards
  • iOS & Android Mobile Apps
  • Customizable Workflow
  • Interview Scheduling
  • Task Management
  • Automated Tasks & Actions on Stages
  • Custom Email & SMS Templates