The Role
Build and maintain client relationships, identify prospects, conduct consultations (phone and in-person), recommend and present tailored insurance policies, manage applications and records, ensure compliance, collaborate with teams, and support market awareness and professional development initiatives.
Summary Generated by Built In
Summary:
This role is central to Areté Insurance Brokers’ success, focusing on building trusted client relationships and delivering personalized insurance solutions. The professional will proactively engage prospects, conduct consultations, and recommend tailored policies based on individual needs. Ongoing client support includes policy reviews after life changes, accurate documentation, and clear communication of coverage details. By staying compliant, informed, and collaborative, the individual helps drive sustainable growth, operational excellence, and broader market awareness. The position requires a client-first mindset, integrity, accountability, and a commitment to continuous improvement.
Responsibilities:
- Identify and connect with potential clients through targeted outreach and relationship-building.
- Conduct consultations via phone and in-person to assess insurance needs and explore options.
- Recommend customized insurance policies aligned with each client’s unique situation.
- Present approved policies with clear explanations of benefits, risks, and terms.
- Review and update policies for existing clients following major life events.
- Complete client applications, generate quotes, maintain accurate records, and prepare reports.
- Stay informed on industry trends, market shifts, and regulatory changes.
- Foster strong relationships with internal teams and external partners.
- Communicate effectively to achieve shared goals and resolve issues quickly.
- Demonstrate accountability and responsible use of time, tools, and resources.
- Ensure all work meets brokerage standards, budget guidelines, and regulatory requirements.
- Verify the accuracy and quality of policies, reports, training materials, and marketing content.
- Support team collaboration and professional development within Areté Insurance Brokers.
- Contribute to national initiatives that promote insurance literacy and adoption.
- Perform other duties as assigned.
Skills Required
- Proven experience in client-facing roles within insurance or financial services.
- Strong interpersonal and communication skills with a consultative approach.
- Ability to assess client needs and deliver customized insurance recommendations.
- Proficient in CRM systems, reporting tools, and standard office software.
- Solid knowledge of insurance products, compliance standards, and regulatory frameworks.
- Excellent organizational skills with the ability to manage multiple priorities and deadlines.
- Commitment to continuous learning and staying current with industry developments.
- Team-oriented mindset with a proactive, solution-focused attitude.
- High integrity, accountability, and attention to detail.
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The Company
What We Do
Jobberman is Nigeria's leading career development and recruitment solutions company, focusing on connecting qualified job seekers with verified employers. Headquartered in Lagos, Nigeria, the company operates as an online job marketplace and career portal. It provides comprehensive online career development support, training services, and personalized HR solutions designed to empower job seekers and assist employers in finding the right talent.
