Insurance Broker

Alchemy Financial Group; Pikeville (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services company in North Carolina is seeking a skilled Insurance Broker to join their team. The role involves managing business development activities, including finding new clients and promoting insurance plans. Candidates should have strong communication and sales skills, and experience with various insurance types. A high school or BSc degree is required, with professional certification as a bonus. This position offers an opportunity to build and maintain long-term client relationships in a supportive environment.

Qualifications

• Experience in providing client-focused solutions and building customer relationships.
• Experience with major kinds of insurance plans including life and medical.
• Good knowledge of computers and statistical methods.

Responsibilities

• Consult clients about befitting risk management strategies.
• Develop effective marketing strategies to sell insurance plans.
• Explore customer needs to propose plans or services.
• Review insurance claims for fairness and satisfaction.
• Prepare regular progress reviews for stakeholders.
• Organize bookkeeping systems and records.
• Achieve goals in acquiring new clients and selling products.
• Stay updated on market trends in insurance.
• Ensure compliance with company policies and legal requirements.

Skills

Client-focused solutions

Communication skills

Sales skills

Ability to work independently

Education

High school or BSc degree

Tools

Computer skills

Statistical methods

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 company's insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of 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

• Review insurance claims to ensure fair dealing and satisfaction

• Prepare regular reviews of progress and present them to interested parties

• Organize bookkeeping systems, database 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 company's policies and ensure the compliance with applicable legal requirements

Insurance Broker requirements are:

• Good experience in providing client-focused solutions and building customer relationships

• Experience of working with major kinds of insurance plans including life, medical

• Good knowledge of computers and statistics 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