Insurance Broker Job Description Template

The following template is intended to provide a close approximation of current market trends in the United States for this role's requirements and compensation.

We encourage you to use this template at your company, but strongly recommend all content be reviewed before posting to ensure it is accurate for your specific use case(s).

Alternate Titles:  Independent Insurance Agent, Insurance Sales Broker, Licensed Insurance Broker

Insurance Sales Broker Job Description Template

At {Your Company Name}, our mission is to deliver tailored insurance solutions that cater to the distinct needs of our valued clients. We are currently in search of a dedicated and proficient Insurance Sales Broker to become an integral part of our growing team. If you possess a passion for assisting clients in discovering the most suitable coverage while nurturing long-lasting relationships, this role is the ideal fit for you!

Position Overview

As a Licensed Insurance Broker at {Your Company Name}, you will be responsible for providing expert client consultation, policy negotiation, and insurance brokerage services. The successful candidate will have the opportunity to work as an independent insurance agent in a supportive and dynamic environment.

Compensation and Benefits

• Salary Range: $50,000 - $70,000 annually (base salary plus commission)
• Job Location: {Job Location}
• Comprehensive benefits package, including health, dental, and vision insurance, retirement plan, paid time off, and opportunities for professional growth

Key Responsibilities

• Conduct in-depth client consultations to understand their insurance requirements and recommend suitable coverage options
• Foster and maintain relationships with multiple insurance carriers to offer clients an extensive array of policy choices
• Skillfully negotiate policy terms, conditions, and premiums with insurance carriers on behalf of clients
• Oversee the renewal process, including evaluating client needs and updating coverage as necessary
• Deliver exceptional customer service by promptly responding to client inquiries and requests
• Keep accurate records of client interactions, policy information, and sales activities

Essential Skills and Requirements

• Exceptional communication, interpersonal, and negotiation abilities
• Capacity to work independently and manage multiple projects simultaneously
• Proficiency in Microsoft Office Suite and relevant software applications
• Detail-oriented with an unwavering commitment to customer service excellence

Qualifications

• High school diploma or equivalent
• Valid insurance agent or broker license for the state(s) in which you will be working
• Prior experience in insurance sales, customer service, or a related field is required

Join Our Team

If you are a seasoned and knowledgeable professional with a passion for delivering personalized insurance solutions and outstanding service to clients, we invite you to apply for our Insurance Sales Broker position. Become a part of {Your Company Name}'s team and contribute to our ongoing commitment to offering the finest insurance options for our clients!

{Your Company Name} is an Equal Opportunity Employer and welcomes applications from all qualified candidates. We are dedicated to fostering a diverse and inclusive work environment, and we encourage individuals from all backgrounds to join our organization. If you are ready to embark on a rewarding career in insurance brokerage, apply today to become a valuable member of our team. Together, we will continue to provide exceptional client consultation, policy negotiation, and coverage options, ensuring that our clients receive the best possible insurance solutions.

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