Insurance Broker
Job Description Template

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.

Responsibilities

• 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.

Requirements

• 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.