Insurance Broker Job Description Template

Use this Insurance Broker job description template to advertise the open roles for free using Modify the requirements according the needs of your organization or the client you are hiring for.
Insurance Broker Job Description Template

What is a Insurance Broker?

Insurance brokers are responsible for assessing clients' insurance needs, researching and recommending suitable insurance policies, negotiating terms with insurance providers, and assisting clients with claims. They act as intermediaries between clients and insurance companies to ensure clients receive the best possible coverage.

Insurance brokers typically need a bachelor's degree in finance, business, or a related field. Additionally, they must possess strong analytical skills and excellent communication abilities.

Insurance Broker Job Description Template

Job Brief

We are looking for a competitive Insurance Broker to partake in our business development activities. You will be responsible for finding new customers, promoting and selling our insurance plans.

The goal is to steadily forge long-term relationships to secure the company’s revenues and growth.


  • Invent effective marketing strategies to sell insurance plans to new clients or up-sell to current clients
  • Use methods such as networking, cold calling etc to spot opportunities and cultivate trust with potential customers
  • Gauge the condition of business or individual customers and discover plans according to their requirements
  • Collaborate with clients to introduce them with befitting risk management strategies
  • Submit regular reviews of progress to interested parties
  • Retain and renew bookkeeping systems, database and records
  • Oversee insurance claims to ensure fair dealing and satisfaction
  • Accomplish predetermined development goals by obtaining new clients
  • Follow the market trends and continuously refurbish knowledge on products and services
  • Fulfil all policy requirements


  • Proven experience as an Insurance Broker
  • Knowledgeable in all types of insurance plans (automobile, fire, life, property, medical etc)
  • Basic understanding of computers and statistics
  • Results-driven
  • Demonstrated ability to present, persuade and eventually sell
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • Valid licence to practice profession
  • High school or BSc degree

What does Insurance Broker do?

On a day-to-day basis, an insurance broker typically performs various tasks to serve their clients' insurance needs. Here are some of the key responsibilities of an insurance broker:

  1. Client Interactions: Brokers interact with clients to understand their insurance requirements. They provide advice, answer questions, and guide clients through the process of selecting appropriate policies based on their needs and budget.

  2. Insurance Research and Analysis: Brokers conduct research on different insurance products and providers, comparing coverage options, premiums, and policy terms. They analyze and evaluate the available options to help their clients make informed decisions.

  3. Policy Placement: Once clients choose a policy, brokers facilitate the placement of insurance coverage with the chosen insurance company. They collect necessary information and documents from clients, communicate with underwriters, and arrange for policy issuance.

  4. Policy Review and Renewals: Brokers regularly review clients' existing insurance policies to ensure adequate coverage is in place. They assess policy terms, premiums, and any necessary policy modifications. Brokers also handle policy renewals, negotiating terms with insurance companies on behalf of clients.

  5. Claims Assistance: In the event of a claim, brokers assist clients in preparing and submitting the necessary paperwork to the insurance company. They act as advocates, ensuring that the claims process runs smoothly and efficiently. Brokers may also provide guidance and support throughout claim settlement negotiations.

  6. Risk Assessment: Brokers assess clients' risks by evaluating their businesses, properties, or personal circumstances. They identify potential areas of risk exposure and recommend appropriate coverage options to mitigate those risks.

  7. Stay Updated: Insurance brokers stay updated on industry trends, new insurance products, and changes in regulations. This knowledge helps them provide up-to-date advice and recommendations to clients.

  8. Building Relationships: Brokers build and maintain relationships with insurance companies, underwriters, and other industry professionals. This networking helps brokers negotiate better terms for their clients and stay informed about new insurance offerings.

  9. Documentation and Administration: Insurance brokers handle various administrative tasks, such as maintaining policy files, generating quotes, processing applications, and managing client records.

It's important to note that specific tasks may vary depending on the type of insurance broker, such as life insurance, health insurance, or property and casualty insurance.

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