Insurance Broker

An Insurance Broker acts as an intermediary between clients and insurance companies, advising on insurance options and arranging coverage tailored to individual needs

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Job Description

As an Insurance Broker, you will be responsible for helping clients find suitable insurance policies by shopping around for the best coverage and rates from various insurance providers.


Purpose

To act as an intermediary between clients and insurance providers, helping clients find the most suitable insurance coverage.


Duties and Responsibilities

  • Assess clients' insurance needs and financial situations.
  • Shop for the best coverage and rates from multiple insurance providers.
  • Present policy options to clients and provide guidance.
  • Assist clients in completing applications and underwriting processes.
  • Maintain relationships with insurance providers.

Qualifications

  • State-required insurance broker license.
  • Strong sales and interpersonal skills.
  • Knowledge of insurance products and industry regulations.
  • Excellent communication and negotiation skills.

Experience

  • Entry-level positions may require training or internships.
  • Mid-level roles typically require 2-4 years of insurance brokerage experience.

Preferred Qualifications

  • Certification in insurance brokerage.
  • Membership in insurance broker associations.

Working Conditions

  • Varied hours, including evenings and weekends.
  • Office-based with potential fieldwork.

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