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We are excited to present a fantastic opportunity for a Senior Insurance Broker position, offered by our client, a leading provider of a wide range of insurance services including Family Health Plans, Medicare Solutions, Employer Benefits, Dental, Vision, Life, Travel, Disability, and Critical Illness Insurance. In this pivotal role, you will be responsible for managing client accounts, evaluating competitive insurance policies, and ensuring clients receive tailored coverage that meets their needs. Your expertise in leading high-value client consultations, driving business growth, optimizing policy placements, and maintaining strong carrier relationships will contribute significantly to the company’s success and long-term client retention.
Job Responsibility:
Guide clients in choosing insurance policies that best meet their needs, providing expert advice and recommendations
Prepare quotes, process applications, and help clients understand their coverage options
Provide timely and efficient service to clients, resolving issues and handling inquiries promptly
Maintain strong relationships with clients, ensuring satisfaction and addressing any concerns
Stay up-to-date with market trends and industry changes to offer clients the most relevant and competitive options
Ensure compliance with regulatory requirements and company policies when processing applications and claims
Manage client policies, making necessary updates and ensuring timely renewals
Support in maintaining an organized and up-to-date client database
Collaborate with team members to share best practices and learn from others to consistently improve performance
Train and mentor junior employees to help grow the agency
Requirements:
Relevant experience in the insurance industry or a related field
Valid insurance license and continuation of education credits as required
Complete and maintain all required federal and local licenses and carrier certifications
Strong communication and interpersonal skills, both in person, via phone/email, and virtually
Proactive, detail-oriented, and able to manage multiple tasks simultaneously
Ability to build and maintain relationships with clients, ensuring satisfaction and retention
Deep knowledge of the latest insurance industry trends, products, regulations
Proficiency in relevant software and systems including insurance systems/portals, CRM (Client Relationship Management) or AMS (Agency Management System) systems, and Microsoft Office Suite