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Job Description Template CoverThis job description template is provided free of charge by:Stop tracking expiration dates manually. Best for tracking and managing expiration dates for:ContractsPermitsLicensesInsuranceMaintenance schedule Broker Job Description TemplateOverviewInsurance brokers act as intermediaries between clients, who can be either individuals or commercial businesses and organisations, and insurance companies.They use their in-depth knowledge of risks and the insurance market to find and arrange suitable insurance policies and arrange cover. They act in the interest of their clients and offer products from more than one insurer to ensure that their clients get the best deal.Job DutiesInvent effective marketing strategies to sell insurance plans to new clients or up-sell to current clientsUse methods such as networking, cold calling etc to spot opportunities and cultivate trust with potential customersGauge the condition of business or individual customers and discover plans according to their requirementsCollaborate with clients to introduce them with befitting risk management strategiesSubmit regular reviews of progress to interested partiesRetain and renew bookkeeping systems, database and recordsOversee insurance claims to ensure fair dealing and satisfactionAccomplish predetermined development goals by obtaining new clientsFollow the market trends and continuously refurbish knowledge on products and servicesFulfil all policy requirementsSkillsProven experience as an insurance brokerKnowledgeable in all types of insurance plans (automobile, fire, life, property, medical etc)Basic understanding of computers and statisticsResults-drivenDemonstrated ability to present, persuade and eventually sellExperience in delivering client-focused solutions and in creating long-lasting relationshipsValid licence to practice professionHigh school or BSc degree ................
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