Direct Insurance Broker

Confidential - Lebanon
Direct Insurance Broker Job Description

About Us: A reputable insurance brokerage firm dedicated to providing top-notch insurance solutions to our clients. We specialize in offering personalized insurance services tailored to meet the unique needs of individuals and businesses. As a client-focused organization, we are committed to delivering exceptional customer service and building long-lasting relationships with our clients.

Job Description:
We are looking for a dynamic and motivated Direct Insurance Broker to join our team. The ideal candidate will have a passion for insurance and a strong desire to help clients protect their assets and achieve financial security. The Direct Insurance Broker will play a key role in advising clients on various insurance products, assessing their needs, and securing suitable coverage options.

Responsibilities:
1- Client Consultation:
• Conduct thorough consultations with clients to understand their insurance requirements and financial goals.
• Analyze clients' current insurance policies and provide expert advice on coverage options and enhancements.
2 Insurance Product Knowledge:
• Stay updated on insurance products, policies, and regulations to provide accurate and informed guidance to clients.
• Educate clients on different types of insurance coverage, including home, auto, life, health, and business insurance.
3 Policy Recommendations:
• Recommend appropriate insurance products and coverage limits based on clients' needs and budgets.
• Assist clients in selecting policies that provide comprehensive coverage while ensuring cost-effectiveness.
4 Quoting and Proposal Preparation:
• Obtain insurance quotes from various carriers and prepare detailed proposals for clients.
• Present insurance options to clients, explaining the benefits, terms, and conditions clearly.
5 Client Relationship Management:
• Build and maintain strong relationships with clients, providing ongoing support and addressing any inquiries or concerns.
• Proactively follow up with clients for policy renewals, updates, and additional coverage needs.
6 Documentation and Compliance:
• Ensure accurate and organized documentation of client interactions, policy details, and transactions.
• Ensure compliance with industry regulations, company policies, and ethical standards in all client interactions.

Qualifications:
• Bachelor’s degree in Business, Finance, or a related field.
• Proven experience as an Insurance Broker or a related role in the insurance industry.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication, negotiation, and interpersonal skills.
• Sales-oriented mindset with a focus on achieving targets and delivering exceptional customer service.
• Relevant insurance certifications (e.g., CII) preferred
Post date: Today
Publisher: Hirelebanese
Post date: Today
Publisher: Hirelebanese