Click, Drag, Copy:
Customized solutions for your job descriptionsName a role, get the description! Utilize our
templates for instant, tailored results.
Job Description
Note mascot

Please tailor all the job descriptions according to your needs and the role you're hiring for!

Insurance Broker

Job title: Insurance Broker

Location: [Company location]

Reports to: [Agency Principal or Sales Manager]

Employment type: [Full-time]

Job summary:

We're looking for a licensed Insurance Broker to find and place the right coverage for [individual, small business, or commercial] clients. The right person understands risk, compares carriers fairly, and builds long-term client relationships.

Insurance brokers protect clients from financial loss. Good advice and strong service grow the book of business and keep retention high.

Key responsibilities:

  • Meet with clients to assess their risks and coverage needs.
  • Shop coverage with multiple carriers and compare quotes.
  • Explain policy terms, limits, exclusions, and costs in plain language.
  • Negotiate premiums and terms with underwriters.
  • Bind coverage and issue certificates of insurance.
  • Manage renewals and review coverage each year.
  • Help clients file claims and advocate for them with carriers.
  • Find new clients through referrals, networking, and outreach.
  • Track clients and policies in [Applied Epic, HawkSoft, or the agency management system].
  • Follow state insurance laws and complete required continuing education.
Qualifications:
  • High school diploma or equivalent; bachelor's degree preferred.
  • Active [State] [Property and Casualty / Life and Health] producer license [or the Cert CII at an FCA-authorized firm (UK), RG 146 training (AU), or the IRDAI broker exam (India)].
  • [X]+ years of insurance sales or account management experience.
  • Knowledge of [personal, commercial, or employee benefits] coverage.
  • Experience with an agency management system.
  • Valid driver's license, if travel is required.
Skills:
  • Needs assessment.
  • Negotiation.
  • Client relationship building.
  • Sales and prospecting.
  • Clear explanation of complex terms.
  • Organization.
Nice to have:
  • CIC, CPCU, or Certified Risk Manager (CRM) designation [or CII (UK) or ANZIIF (Australia) qualifications].
  • Existing book of business.
  • Bilingual in English and [language].
Benefits:
  • [Health, dental, and vision insurance, or private medical cover]
  • [Retirement plan, such as a 401(k), pension, or superannuation]
  • [Paid time off and holidays]
  • [Commission and bonus plan]
  • [Salary range]

See our ATS + CRM in action

You’re just a click away from witnessing mind-blowing #RecTech