Insurance Agent

Alchemy Financial Group; Wake Village (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Alchemy Financial Group in Texas seeks an Insurance Agent to join the team, selling life, health, and car insurance while handling claims and managing policy renewals for a diverse client base.

The ideal candidate will have strong customer service, organizational, and time-management skills, plus the necessary insurance licensing where required. Collaboration with marketing and adjusters will support client growth and satisfaction.

Qualifications

• BA/BS in business, economics, or related field preferred.
• Appropriate insurance licensing where required by law.
• Excellent customer service skills.
• In-depth knowledge of life, health, and car insurance.
• Strong organizational and time-management skills.

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

Skills

Customer service

Organizational skills

Time management

Insurance licensing

Education

BA/BS in business, economics, or related field

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
• In-depth knowledge of different types of insurance, including life, health, and car insurance
• Strong organizational and time-management skills