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This Insurance Broker job description template is optimized for posting on online job boards or careers pages and easy to customize for your company.

In order to attract Insurance Broker that best match your needs, it is very important to write a clear and precise job description.

Insurance Broker job description example

[Company Name] is a leading [industry] company, committed to providing comprehensive and innovative insurance solutions for our clients. We are currently seeking a motivated and experienced Insurance Broker to join our team.

Job Description:

The Insurance Broker will be responsible for selling various types of insurance policies to businesses and individuals on behalf of insurance companies. This role requires excellent communication skills, a deep understanding of insurance policies, and the ability to build strong relationships with clients.


  1. Develop and implement effective marketing strategies to sell new insurance contracts or adjust existing ones.
  2. Contact potential clients and create rapport by networking, cold calling, using referrals, etc.
  3. Appraise the wishes and demands of business or individual customers and sell the suitable protection plans.
  4. Collect information from clients on their risk profiles in order to offer them the proper solution.
  5. Prepare reports to shareholders on the success of your business endeavors.
  6. Retain continuous awareness of transactions, sales, and terms and keep relative records.
  7. Check insurance claims to solidify trust and safeguard reputation.
  8. Frequently replenish job-specific knowledge and apply it on the field.
  9. Fulfill all policy requirements.


  1. Bachelor’s degree in Business, Finance, or a related field.
  2. Proven experience as an insurance broker.
  3. Knowledgeable in all types of insurance plans (automobile, fire, life, property, medical, etc.)
  4. Basic understanding of computers and statistics.
  5. Excellent skills in communication and presentation.
  6. Experience in delivering client-focused solutions and creating long-lasting relationships.
  7. Valid professional license (e.g., Series 6 or 7, state-specific licenses).


[Company Name] offers a competitive salary and benefits package including [mention specific benefits like health insurance, retirement plans, vacation policy, etc.]

How to Apply:

Interested candidates are invited to submit a resume and cover letter detailing their qualifications and interest in this position. Please send your application to [email address] by [closing date].

[Company Name] is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: This job description is intended as a guide and should be adjusted to suit the specific needs of your company. It is important to provide as much detail as possible to give potential applicants a clear understanding of the role and expectations.


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