Insurance broker job description
Updated March 14, 2024
4 min read
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Example insurance broker requirements on a job description
Insurance broker requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance broker job postings.
Sample insurance broker requirements
- Hold a valid insurance broker license
- Have a bachelor's degree in business or related field
- Strong knowledge of insurance policies and regulations
- Excellent communication and negotiation skills
- Ability to analyze client needs and recommend appropriate policies
Sample required insurance broker soft skills
- Outstanding interpersonal skills
- Ability to build and maintain strong relationships with clients and colleagues
- Proactive in seeking new business opportunities
- Strong problem-solving and decision-making skills
- Ability to work well under pressure and meet deadlines
Insurance broker job description example 1
Family First Life insurance broker job description
This is a 1099, commission-only position. There is no limit to how high you can go with us!
Responsibilities:
- Present and sell company products and services to new and existing clients
- Develop and calculate suitable plans based on clients' needs
- Prospect and contact potential clients
- Reach agreed upon sales targets by the deadline
- Resolve clients' inquiries and complaints
- Comply with insurance standards and regulations
- Set follow-up appointments to keep clients aware of latest developments
- Create sales materials to present to clients
Qualifications:
- Previous experience in sales, customer service, or other related fields
- Familiarity with CRM platforms
- Ability to build rapport with clients
- Strong negotiation skills
- Deadline and detail-oriented
- Ability to prioritize and multitask
Company Overview
Our mission at Family First Life is to make the families we protect and the families of our agents our number one priority. Trust and loyalty are not given it is earned and all of us at Family First Life will give everything we have to earn it with our clients and our agents
We specialize in mortgage protection life insurance, final expense life insurance, retirement planning through universal life policies, and retirement protection using fixed index annuities. We have multiple insurance carriers inclusive of Americo, Mutual of Omaha, and various others that we work with to be able to meet all the client's needs.
Are you accountable, coachable, possess a positive attitude, and genuinely enjoy helping people? If you are that person, then we are looking for you.
Candidate MUST be authorized to work in the U.S
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Insurance broker job description example 2
HUB International insurance broker job description
Ignite your potential. Impact what matters.
Galon Insurance, a member of the HUB Family, is a Saskatchewan insurance brokerage; together we are dedicated to helping business and individuals evaluate their risks and manage their insurance needs.
When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you're ready for tomorrow.
The Opportunity!
As a Personal Insurance Broker, you are responsible for providing professional, accurate, efficient, and courteous advice to all clients with respect to Auto Insurance, Auto Extension, Travel Health, and Personal Insurance products while applying superior client relations skills. You will work closely with new and existing customers to provide insurance advice and solutions based on the individual customer needs.
Full-Time Permanent career working with our Regina office locations.
What you will bring to the role -
Level 1 Insurance License is required or willingness to obtain.Friendly, outgoing personality with superior client service skills.Ability to successfully up sell and cross sell insurance products.Demonstrated ability to communicate effectivity in both written and verbal.Works well in a fast paced, client-focused environment.Proficiency with Broker Management Software Systems.
Why Join Galon?
An exceptional, welcoming, and inclusive company culture.Excellent compensation, benefits, RRSP match, referral incentives, and company perks.Work flexibility.Paid educational training and vast learning opportunities.Room for advancement and growth within the organization.
What makes us different than all the rest?
Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
Entrepreneurship: We encourage innovation and educated risk-taking.Integrity: We do the right thing every time.Teamwork: We work together to maximize results.Accountability: We measure and take responsibility for outcomes.Service: We serve clients, communities, and colleagues.
Ready to join with us to further your career in a rapidly growing industry? Apply today for the Personal Insurance Broker opportunity at our Regina office locations!
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
Galon Insurance, a member of the HUB Family, is a Saskatchewan insurance brokerage; together we are dedicated to helping business and individuals evaluate their risks and manage their insurance needs.
When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you're ready for tomorrow.
The Opportunity!
As a Personal Insurance Broker, you are responsible for providing professional, accurate, efficient, and courteous advice to all clients with respect to Auto Insurance, Auto Extension, Travel Health, and Personal Insurance products while applying superior client relations skills. You will work closely with new and existing customers to provide insurance advice and solutions based on the individual customer needs.
Full-Time Permanent career working with our Regina office locations.
What you will bring to the role -
Level 1 Insurance License is required or willingness to obtain.Friendly, outgoing personality with superior client service skills.Ability to successfully up sell and cross sell insurance products.Demonstrated ability to communicate effectivity in both written and verbal.Works well in a fast paced, client-focused environment.Proficiency with Broker Management Software Systems.
Why Join Galon?
An exceptional, welcoming, and inclusive company culture.Excellent compensation, benefits, RRSP match, referral incentives, and company perks.Work flexibility.Paid educational training and vast learning opportunities.Room for advancement and growth within the organization.
What makes us different than all the rest?
Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
Entrepreneurship: We encourage innovation and educated risk-taking.Integrity: We do the right thing every time.Teamwork: We work together to maximize results.Accountability: We measure and take responsibility for outcomes.Service: We serve clients, communities, and colleagues.
Ready to join with us to further your career in a rapidly growing industry? Apply today for the Personal Insurance Broker opportunity at our Regina office locations!
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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Updated March 14, 2024
Updated March 14, 2024