Insurance Broker

Alchemy Financial Group

Apex (NC)

On-site

USD 40,000 - 80,000

Full time

14 days+

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Job summary

Join a dynamic team as an Insurance Broker, where your expertise in managing business development activities will shine. In this role, you will be responsible for consulting clients on effective risk management strategies and developing marketing initiatives to sell a variety of insurance plans. Your ability to build and maintain long-term relationships will be crucial in ensuring the company's revenue stability and growth. This position offers an exciting opportunity to leverage your communication and sales skills while staying informed about market trends in the insurance sector. If you're results-driven and ready to make a significant impact, this is the perfect opportunity for you.

Qualifications

  • Experience with various insurance plans including automobile, life, and medical.
  • Strong communication and sales skills are essential.

Responsibilities

  • Consult clients on risk management strategies and sell insurance plans.
  • Build relationships with potential customers through networking and cold calling.

Skills

Communication Skills
Sales Skills
Statistical Methods
Results-driven

Education

High School Diploma
Bachelor's Degree
Professional Certification

Tools

Computer Software

Job description

About the Insurance Broker position

We are looking for a skilled Insurance Broker to join our team and help us with managing our business development activities. Your duties will include finding new clients as well as promoting and selling the company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of the company’s revenues and growth.

Insurance Broker responsibilities are:
  • Consult clients about befitting risk management strategies
  • Develop effective marketing strategies to sell insurance plans to current or new clients
  • Explore the needs of business or individual customers and propose them plans or other services
  • Find opportunities and build relationships with potential customers using networking, cold calling, and other methods
  • Review insurance claims to ensure fair dealing and satisfaction
  • Prepare regular reviews of progress and present them to interested parties
  • Organize bookkeeping systems, databases, and records
  • Meet your goals in finding new clients and selling insurance products and services
  • Stay informed about market trends and updates in the field of insurance products and services
  • Follow the company's policies and ensure compliance with applicable legal requirements
Insurance Broker requirements are:
  • Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical, and so on
  • Good knowledge of computers and statistical methods
  • Strong communication, presentation, and sales skills
  • Results-driven and able to work without supervision
  • High school or BSc degree; professional certification will be a bonus
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