Insurance Broker
1 week ago
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.
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