Insurance Agent

Alfa Insurance; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

Alfa Insurance is seeking a full-time Insurance Agent in Birmingham, AL. You will meet with clients to assess coverage needs, recommend Alfa life, property, and auto products, and manage relationships in the local community.

Daily tasks include generating leads, reviewing policies, preparing quotes, processing applications, and coordinating with underwriting and internal teams to ensure smooth service. Local travel and on-site presence are expected.

Qualifications

• Experience in insurance sales or financial services is preferred.
• Strong communication and client-facing skills are essential.
• Familiarity with CRM systems and standard office software is a plus.

Responsibilities

• Meet with prospective and existing clients to assess coverage needs and recommend Alfa products (life, property, auto).
• Generate leads, conduct policy reviews, and prepare quotes.
• Process applications and maintain accurate client records.

Skills

Insurance Sales

Customer Service

Communication

Education

High school diploma

Business/Finance degree preferred

Tools

CRM software

Job description

Company Description

Alfa Insurance®, founded in 1946 as an outgrowth of the Alabama Farmers Federation, has grown from offering fire insurance to farmers into a multi-line provider of life, property, and automobile coverage. Today, Alfa and its affiliates serve more than 1 million customers across multiple states and are recognized for stable, reliable, and affordable insurance solutions. Both the property and casualty companies and the life insurance company hold an A (Excellent) rating from A.M. Best, reflecting strong financial stability. Alfa’s mission centers on personalized service, ease of doing business, and being there when customers need coverage most. Team members join a company with deep roots in its communities and a longstanding commitment to superior customer service.

Role Description

This full-time, on-site Insurance Agent role is based in Birmingham, AL. The Insurance Agent will meet with prospective and existing clients to assess their coverage needs and recommend appropriate Alfa products, including life, property, and automobile insurance. Daily responsibilities include generating leads, conducting policy reviews, preparing quotes, processing applications, and maintaining accurate client records. The role also involves explaining policy details, handling customer inquiries, assisting with claims-related questions, and coordinating with underwriting and other internal teams. The Insurance Agent is expected to build long-term relationships in the local community, achieve sales and service targets, and uphold Alfa’s standards for personalized, responsive customer care.

Qualifications

• Candidates should possess skills in Insurance Sales and Insurance, with the ability to match coverage options to client needs.
• Candidates should possess skills in Insurance Brokerage and Finance, including understanding of policy structures, premiums, and basic financial concepts.
• Candidates should possess strong Customer Service skills, with a focus on clear communication, empathy, and conflict resolution.
• State-specific insurance licensing (or eligibility to obtain within a defined timeframe) is required.
• Proven experience in insurance, financial services, or related sales roles is preferred.
• Comfort with using CRM systems, office software, and digital tools to manage leads and client accounts.
• Ability to work on-site in Birmingham, AL, with reliable transportation for local client meetings and community events.
• High school diploma required; associate or bachelor’s degree in business, finance, or a related field is beneficial.