Insurance Broker

12 سبتمبر، 2022

0 6 دقيقة واحدة

Insurance Broker

الوصف الوظيفي

Insurance Broker job profile:

Insurance Broker is a specialist in insurance and risk management. Insurance brokers liaise between clients and insurance companies, with a goal to find the best deal to suit their clients' needs.

Insurance Broker duties and responsibilities:

· Acquire new clients and win accounts against competitors

· Assist prospective clients with filling out forms, communicating with the company, finding the best plans and strategies, and negotiating the final deals

· Understand the provisions of each policy and communicate this information to the customer

· Share client information with insurance carriers to determine which products are best to recommend

· Act as a liaison between insurers and clients

· Building and maintaining business relationships with clients

· Preparing reports for insurance underwriters

· Research insurance trends, policies and products