Insurance Broker Job Description

An Insurance Broker job description template to hire for your Finance department.

About the Insurance Broker position

We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include finding new clients as well as promoting and selling company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of company’s revenues and growth.


Insurance Broker responsibilities are:

  • Consult clients about befitting risk management strategies
  • Develop effective marketing strategies to sell insurance plans to current or new clients
  • Explore the needs of business or individual customers and propose them plans or other services
  • Find opportunities and build relationship with potential customers Using networkingŮ« cold calling and other methods
  • Review insurance claims to ensure fair dealing and satisfaction
  • Prepare regular reviews of progress and present them to interested parties
  • Organize bookkeeping systemsŮ« database and records
  • Meet your goals in finding new clients and selling insurance products and services
  • Stay informed about market trends and updates in the field of insurance products and services
  • Follow company's policies and ensure the compliance with applicable legal requirements


Insurance Broker requirements are:

  • 3+ years' experience of working on an Insurance Broker position
  • Good experience in providing client-focused solutions and building customer relationships
  • Experience of working with major kinds of insurance plans including automobileŮ« fireŮ« lifeŮ« propertyŮ« medical and so on
  • Good knowledge of computers and statistics methods
  • Strong communicationŮ« presentation and sales skills
  • Results-driven and able to work without supervision
  • High school or BSc degree; professional certification will be a bonus

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