Insurance Broker in United States

at a Confidential Company

Banking / Finance / Insurance
Minimum Qualification
Bachelor's Degree
Required Experience
1 - 3 years
Employment Type
Full Time
Male or Female

Job Description

Insurance Broker Job Description

*Insurance brokers are responsible for identifying and organising suitable insurance cover for commercial organisations and private clients.

Duties and Responsibilities

*Building and maintaining business relationships with clients

*Scheduling and attending meetings

*Discussing and assessing clients' current and future insurance needs

*Relaying these to technical staff

*Promptly attending to clients' requests

*Making sure that work is undertaken efficiently

*Researching insurance policies and products

*Keeping records

*Preparing reports

*Collecting insurance premiums

*Liaising with professionals such as surveyors, structural engineers and photographers

*Undertaking general administrative duties

*Marketing services

*Developing new business.

Qualifications and Training

*A degree in any subject is acceptable.

*Relevant banking and/or insurance experience gained via vacation work and placements can be useful.

*Prior financial experience.

*Postgraduate insurance and risk management qualifications can also be advantageous.

Skills and Specifications



*Excellent time-management




*Communication skills.
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