[Introduction]: As a job seeker, understanding the responsibilities and work content of a position will help you perform better during the interview. So, what are the job responsibilities and requirements of insurance brokers? What are the educational and professional requirement

[Introduction]: As a job seeker, understanding the responsibilities and work content of a position will help you perform better during the interview. So, what are the job responsibilities and requirements of insurance brokers? What are the educational and professional requirements of insurance brokers? Do you want to know? Let’s take a look with the editor below. What conditions are needed?

Insurance broker job responsibilities

1. Definition of insurance broker.

Insurance Broker, Article 118 of the Insurance Law of my country stipulates that an insurance broker is an institution that provides intermediary services for the insured to enter into insurance contracts with the insured and collects commissions in accordance with the law based on the interests of the insured. (Note: Including insurance brokerage companies and their branches.)
2. Insurance broker job responsibilities 1.
1. Discover the insurance needs of potential customers and strive to become an insurance broker recognized by customers;

2. For the purpose of signing an insurance contract, formulate insurance plans for the insured and handle insurance procedures;
3. Responsible for one-stop after-sales service for comprehensive finance such as life insurance, auto insurance, securities, stocks, credit cards, loans, banks, etc.;
4. Assist or represent customers in insurance procurement, select suitable insurers and insurance plans;
5. Assist customers in insurance, payment and other procedures;
6. Review technical documents such as insurance agreements, insurance contracts, and insurance policies.
3. Insurance broker job responsibilities 2:
1. Customer development, visits the company's brand, promotes the company's products, and completes the signing (including accompanying the customer for physical examination and preliminary underwriting);
2. Investigate and survey the risks faced by the customer and provide a risk assessment report;
3. After an insurance accident occurs, assist the customer to report the case, collect report materials, inspect the scene, negotiate with the insurance company on behalf of the customer, etc.;
4. Claim the insurance company for the insured or beneficiary:
5. Deliver the insurance policy, provide after-sales service and renewal premiums;
6. Daily contact, regular insurance service and other work.

Insurance broker job requirements

Insurance broker job requirements 1:
1. Age over 25 years old, under 45 years old, outstanding people can appropriately relax restrictions;
2. College degree or above;
3. Familiar with computer operations, typing no less than 30 words per minute;
4. Have strong communication and organizational coordination skills and affinity;
5. Familiar with special professional knowledge about insurance products.
Insurance broker job requirements two:
1, college degree or above, age 25-45, no limit on men and women;
2, master professional knowledge of insurance, economy, finance, management, etc.;
3, more than two years of work experience in insurance company products;
4, good image and temperament;
5, clear expression, fluent, and able to withstand certain work pressure;
6, strong learning ability and excellent communication ability;
7, complete the training requirements stipulated by local insurance regulatory agencies.

What major does insurance broker need

1. Major required by enterprises to recruit insurance brokers:

1. Insurance

2. Finance

3. Economics major
4. Management
2. What to learn in university insurance major:

Training objectives and employment directions:
This major cultivates high-quality technical and skilled professionals who adapt to the needs of modern economic, social development and the insurance industry, master the basic theories of insurance, have proficient insurance business skills, have strong practical ability, innovative ability and independent thinking ability, and have comprehensive development of morality, intelligence and physical fitness.
Employment is aimed at insurance institutions, insurance regulatory departments, banks and securities institutions, and other enterprises and institutions to engage in actual work such as insurance, risk management, investment and financial management.
main courses:
Introduction to insurance, basic accounting, insurance agency and practice, risk management, insurance law, monetary banking, insurance accounting practice, investment theory and practice, international finance, financial management, property insurance, personal insurance, medical insurance, automobile insurance, health insurance, insurance marketing and planning, etc.

What education do insurance brokers need

Insurance brokers' academic qualification requirements:
According to Article 9 of the "Insurance Broker Management Regulations (Trial)" promulgated by my country: Registration participants must have a college degree or above, which is conducive to improving the overall quality of practitioners and laying a good personnel foundation for brokers' services. Therefore, if you only have a secondary technical degree, if you want to become an insurance broker, you need to further improve your academic qualifications and master certain insurance sales skills.
Most insurance companies require insurance brokers to have college or above, and few high school or technical secondary school students and have experience. This law does not provide high standards, but the company has its own regulations. Every company wants to have a high-quality and capable team.