Insurance Broker

Responsibilities

• 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 plans or other services
• Find opportunities and build relationships with potential customers using networking, 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 systems, database, and records
• Meet 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 policies and ensure compliance with applicable legal requirements

Requirements

• Experience providing client-focused solutions and building customer relationships
• Experience working with major insurance plans including automobile, fire, life, property, and medical
• Good knowledge of computers and statistics methods
• Strong communication, presentation, and sales skills
• Results-driven and able to work without supervision
• High school or BSc degree

Preferred Qualifications

• Professional certification