Direct Insurance Broker

General Information

Job Type:
Date Posted:
Jul 15, 2024
Employee Type:
Full-Time Employee


Job Description:
We are looking for a dynamic and motivated Direct Insurance Broker to join our team. The ideal candidate will have a passion for insurance and a strong desire to help clients protect their assets and achieve financial security. The Direct Insurance Broker will play a key role in advising clients on various insurance products, assessing their needs, and securing suitable coverage options.
• Client Consultation:
• Conduct thorough consultations with clients to understand their insurance requirements and financial goals.
• Analyze clients' current insurance policies and provide expert advice on coverage options and enhancements.
• Insurance Product Knowledge:
• Stay updated on insurance products, policies, and regulations to provide accurate and informed guidance to clients.
• Educate clients on different types of insurance coverage, including home, auto, life, health, and business insurance.
• Policy Recommendations:
• Recommend appropriate insurance products and coverage limits based on clients' needs and budgets.
• Assist clients in selecting policies that provide comprehensive coverage while ensuring cost-effectiveness.
• Quoting and Proposal Preparation:
• Obtain insurance quotes from various carriers and prepare detailed proposals for clients.
• Present insurance options to clients, explaining the benefits, terms, and conditions clearly.

• Client Relationship Management:
• Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or concerns.
• Proactively follow up with clients for policy renewals, updates, and additional coverage needs.
• Documentation and Compliance:
• Ensure accurate and organized documentation of client interactions, policy details, and transactions.
• Ensure compliance with industry regulations, company policies, and ethical standards in all client interactions.
• Bachelor’s degree in Business, Finance, or a related field.
• Proven experience as an Insurance Broker or a related role in the insurance industry.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Sales-oriented mindset with a focus on achieving targets and delivering exceptional customer service.
• Relevant insurance certifications (e.g., CII) preferred.

Company Profile