Insurance Broker

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

Job summary

An innovative firm is seeking a skilled Insurance Broker to enhance its business development efforts. In this role, you will be responsible for finding new clients and promoting the company's diverse insurance plans. You will engage in building long-term relationships to ensure stable revenue growth while consulting clients on effective risk management strategies. This position offers the opportunity to thrive in a dynamic environment where your sales and communication skills will be pivotal. If you are results-driven and passionate about client service, this is the perfect opportunity to advance your career in the insurance industry.

Qualifications

• Experience in client-focused solutions and building customer relationships.
• Knowledge of various insurance plans including automobile, life, and medical.

Responsibilities

• Consult clients on risk management strategies and develop marketing strategies.
• Build relationships with potential customers through networking and cold calling.

Skills

Client-focused solutions

Customer relationship building

Communication skills

Sales skills

Statistical methods

Results-driven

Education

High school diploma

Bachelor's degree

Professional certification

Tools

Computer skills

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:

1. Consult clients about befitting risk management strategies
2. Develop effective marketing strategies to sell insurance plans to current or new clients
3. Explore the needs of business or individual customers and propose them plans or other services
4. Find opportunities and build relationships with potential customers using networking, cold calling and other methods
5. Review insurance claims to ensure fair dealing and satisfaction
6. Prepare regular reviews of progress and present them to interested parties
7. Organize bookkeeping systems, database and records
8. Meet your goals in finding new clients and selling insurance products and services
9. Stay informed about market trends and updates in the field of insurance products and services
10. Follow the company's policies and ensure compliance with applicable legal requirements

Insurance Broker requirements are:

1. Good experience in providing client-focused solutions and building customer relationships
2. Experience of working with major kinds of insurance plans including automobile, fire, life, property, medical and so on
3. Good knowledge of computers and statistical methods
4. Strong communication, presentation and sales skills
5. Results-driven and able to work without supervision
6. High school or BSc degree; professional certification will be a bonus