Roles & Responsibilities
Key responsibilities
- Client consultation : Assess a client's needs, analyze their risk profile, and advise them on appropriate insurance coverage.
- Policy management : Research various insurance products, negotiate terms and premiums with insurers, and customize packages to meet client needs.
- Liaison : Act as the primary point of contact between the client and the insurance company.
- Claims assistance : Help clients file and manage insurance claims.
- Administrative duties : Maintain client records, handle policy renewals, and stay updated on industry trends and regulations.
Required skills and qualifications
Communication : Excellent verbal and written communication, as well as strong interpersonal skills to build client relationships.Negotiation : High-level negotiating skills to secure the best coverage and rates.Analytical skills : Ability to analyze risk and financial data to make informed recommendations.Product knowledge : In-depth knowledge of different insurance products and policies.Other skills : Attention to detail, basic knowledge of office software, and often a background in business, finance, or accounting is preferred.Education / Licensing : A bachelor's degree is often preferred, and a license or certification is typically required to operate as an insurance broker.Tell employers what skills you have
Product Knowledge
Negotiation
Analytical Skills
Interpersonal Skills
Wealth Accumulation
Wealth
Written Communication
Accounting
Good Communication Skills
Attention to Detail
Office Software
Banking
Retirement Planning
Microsoft Word
Customer Service