Insurance Agent

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

Job summary

Join a dynamic and competitive team as an Insurance Agent, where your primary role will be to sell various insurance policies to clients and provide exceptional customer service. This position requires a motivated individual who can identify client needs and effectively communicate the benefits of different insurance options. You will collaborate with marketing and insurance adjusters to enhance client outreach and satisfaction. If you have a passion for helping others and possess strong organizational skills, this is the perfect opportunity for you to thrive in the insurance industry.

Qualifications

• BA/BS in business or related field preferred.
• Excellent customer service and communication skills required.

Responsibilities

• Sell life, health, or car insurance to clients based on their needs.
• Process insurance renewals and maintain client records.

Skills

Customer Service Skills

Communication Skills

Negotiation Skills

Organizational Skills

Time Management Skills

Education

BA/BS in Business

BA/BS in Economics

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. 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.
2. Go through policies with clients so that they have an understanding of the insurance costs and benefits.
3. Work alongside marketing team members to further client outreach.
4. Work alongside insurance adjusters.
5. Maintain all client records.
6. Provide continual service by processing insurance renewals and working to retain clients.
7. Track insurance claims to ensure the satisfaction of all parties.
8. Distribute policy funds after a claim has been settled.
9. 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.