Insurance Advisor: Life & Health Solutions

Alchemy Financial Group; Albemarle (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services company in Albemarle, North Carolina is seeking a motivated Insurance Agent to sell life and health insurance policies. The ideal candidate has at least 2 years of experience, strong customer service skills, and proficiency in Microsoft Office. Responsibilities include identifying sales opportunities, maintaining client records, and processing insurance renewals. This role is crucial for ensuring client satisfaction and navigating the complexities of insurance claims.

Qualifications

• 2+ years experience as an Insurance Agent.
• Appropriate insurance licensing where required by law.
• In-depth knowledge of different types of insurance.

Responsibilities

• Identify opportunities to sell life, health insurance to clients.
• Maintain all client records and provide continual service.
• Track insurance claims to ensure satisfaction.

Skills

Customer service skills

Communication skills

Negotiation skills

Organizational skills

Time-management skills

In-depth insurance knowledge

Proficient in Microsoft Office Suite

Education

BA/BS in business, economics, or related field

Job description

A financial services company in Albemarle, North Carolina is seeking a motivated Insurance Agent to sell life and health insurance policies. The ideal candidate has at least 2 years of experience, strong customer service skills, and proficiency in Microsoft Office. Responsibilities include identifying sales opportunities, maintaining client records, and processing insurance renewals. This role is crucial for ensuring client satisfaction and navigating the complexities of insurance claims.