Insurance Agent

Alchemy Financial Group; Richmond (VA); On-site; USD 42,000 - 72,000; Full time

Job summary

A financial services company in Richmond is seeking a motivated Insurance Agent to sell policies and manage client relationships. The ideal candidate will possess excellent customer service skills and appropriate licensing. Responsibilities include identifying sales opportunities and maintaining client records. This role requires a BA/BS in a relevant field and proficiency in Microsoft Office Suite.

Qualifications

• Appropriate insurance licensing where required by law.
• In-depth knowledge of different types of insurance, including life, health, and car insurance.
• Excellent customer service skills.
• Superb communication and negotiation skills.
• In-depth knowledge of different types of insurance, including life, health, and car insurance.

Responsibilities

• Identify opportunities to sell various insurance policies.
• Explain policies and their benefits to clients.
• Maintain all client records.
• Process insurance renewals and retain clients.
• Track insurance claims and ensure satisfaction.
• 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

Skills

Customer service

Communication

Negotiation

Organizational skills

Time management

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

• 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
• Strong organizational and time-management skills
• Proficient software skills, including Microsoft Office Suite