Insurance Agent

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

Job summary

Join a dynamic team as an Insurance Agent, where your competitive spirit and excellent customer service skills will shine. In this role, you will engage with clients to identify their insurance needs, providing tailored solutions that foster lasting relationships. With a focus on life, health, and car insurance, you'll navigate the complexities of policies while ensuring client satisfaction through diligent claims tracking and renewals. This is an exciting opportunity to grow your career in a supportive environment that values your contributions and encourages professional development. If you're ready to make a difference in people's lives, this position is perfect for you.

Qualifications

• 2+ years of experience as an Insurance Agent is required.
• Appropriate insurance licensing is necessary where required by law.

Responsibilities

• Sell life, health, or car insurance to clients, finding suitable policies.
• Process insurance renewals and maintain all client records.

Skills

Customer Service Skills

Organizational Skills

Time Management Skills

Knowledge of Insurance Types

Sales 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

• 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
• 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