Insurance Broker job description template - Hiring Resources - Recruitee

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Insurance Broker

This is an Insurance Broker job description template. Made for posting on job boards and careers sites. Feel free to edit and customize it.

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Insurance Broker job description

Job description

We are looking for a self-motivated Insurance Broker. You will be in full charge of promoting and selling our insurance products to current and new customers.

  • Prepare reports for and collaborate with underwriters.
  • Identify and implement methods for selling plans to new customers and up-selling to current customers.
  • Contact leads who have submitted their contact information on the website.
  • 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.
  • Establish long-lasting relationships with customers that secure the company’s growth.
  • Document and report progress to stakeholders.

Job benefits:

  • [X] salary
  • [X] vacation days
  • Sick, personal, and parental leave
  • Child and elder care
  • Health insurance
  • Retirement plans
  • Professional development

Job requirements

  • A proven track record of working as an insurance broker.
  • Strong knowledge of various insurance plans.
  • Excellent communication and presentation skills.
  • Highly motivated with a desire to take advantage of new opportunities.
  • Ability to pass training program for licensing and certification.
  • Excellent verbal and written communication in [X] language.
  • [X] degree in Finance or relevant fields.