Insurance Agent

Alchemy Financial Group; Apex (NC); On-site; USD 40,000 - 80,000; Full time

Job summary

Join a dynamic team as an Insurance Agent where your competitive spirit and customer service skills will shine. In this role, you will engage with clients, guiding them through insurance policies and claims while ensuring their satisfaction. This position offers an excellent opportunity to develop your communication and negotiation skills in a supportive environment. If you are passionate about helping others and have a knack for organization, this is the perfect role for you. Become part of a forward-thinking company that values its employees and fosters professional growth.

Qualifications

• Preferred BA/BS in business or economics with insurance licensing.
• Excellent customer service and communication skills are essential.

Responsibilities

• Sell policies, handle claims, and manage policy renewals.
• Provide ongoing service and maintain client records.

Skills

Customer Service Skills

Communication Skills

Negotiation Skills

Organizational Skills

Time Management Skills

Insurance Knowledge

Software Proficiency (Microsoft Office)

Education

BA/BS in Business

BA/BS in Economics

Insurance Licensing

Tools

Microsoft Office Suite

Job description

About the Insurance Agent Position

We’re seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with Alchemy Financial, you’ll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.

Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you’d excel as an Insurance Agent, we’d love to hear from you.

Insurance Agent Responsibilities

1. Go through policies with clients so that they have an understanding of the insurance costs and benefits.
2. Work alongside marketing team members to further client outreach.
3. Maintain all client records.
4. Provide continual service by processing insurance renewals and working to retain clients.
5. Track insurance claims to ensure the satisfaction of all parties.
6. Distribute policy funds after a claim has been settled.
7. Answer client and potential client insurance-related queries as needed.

Insurance Agent Requirements

1. BA/BS in business, economics, or related field preferred.
2. Appropriate insurance licensing where required by law.
3. Excellent customer service skills.
4. Superb communication and negotiation skills.
5. In-depth knowledge of different types of insurance, including life, health, and car insurance.
6. Strong organizational and time-management skills.
7. Proficient software skills, including Microsoft Office Suite.