Insurance Agent

Alchemy Financial Group; Colonial Heights (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Colonial Heights, Virginia is seeking a motivated Insurance Agent to sell policies and manage client relationships. You will help clients understand their policy options and ensure satisfaction by processing claims and renewals. The ideal candidate will have at least 2 years of experience in insurance, be proficient with Microsoft Office, and possess excellent communication skills. This role demands a strong focus on customer service and maintaining client records.

Qualifications

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

Responsibilities

• Identify opportunities to sell various insurance products to clients.
• Explain policy details to clients regarding costs and benefits.
• Maintain accurate client records and handle renewals.

Skills

Customer service skills

Communication skills

Negotiation skills

Knowledge of life, health, car insurance

Education

BA/BS in business, economics, or related field

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

• Identify opportunities to sell life, health, or car insurance to a variety of clients, working with them to find the policy that best suits their needs
• Go through policies with clients so that they have an understanding of the insurance costs and benefits
• Work alongside marketing team members to further client outreach
• Work alongside insurance adjusters
• Maintain all client records
• Provide continual service by processing insurance renewals and working to retain clients
• Track insurance claims to ensure the satisfaction of all parties
• Distribute policy funds after a claim has been settled
• Answer client and potential client insurance-related queries as needed

Insurance Agent Requirements

• [2+] years experience as an Insurance Agent
• BA/BS in business, economics, or related field preferred
• Appropriate insurance licensing where required by law
• Excellent customer service skills
• Superb communication and negotiation skills
• In-depth knowledge of different types of insurance, including life, health, and car insurance
• Proficient software skills, including Microsoft Office Suite