Insurance Agent

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

Job summary

A leading financial services company in Raleigh, North Carolina, is seeking a motivated Insurance Agent. The role involves selling life and health insurance policies, maintaining client records, and providing excellent customer service. Ideal candidates should possess appropriate insurance licensing and excellent communication skills. Competitive workers who thrive in a customer-oriented environment will excel in this position.

Qualifications

• Appropriate insurance licensing where required by law.
• Some knowledge of different types of insurance, including life and health.

Responsibilities

• Identify opportunities to sell life and health insurance to various clients.
• Go through policies with clients to explain costs and benefits.
• Work alongside marketing team members for client outreach.
• Maintain all client records and handle renewals.
• Answer client insurance-related queries.

Skills

Customer service skills

Communication skills

Negotiation skills

Organizational skills

Time-management skills

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 and health 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
• Answer client and potential client insurance-related queries as needed

Insurance Agent Requirements

• Appropriate insurance licensing where required by law
• Excellent customer service skills
• Superb communication and negotiation skills
• Some knowledge of different types of insurance, including life and health
• Strong organizational and time-management skills