Insurance Agent

Alchemy Financial Group • Cary, North Carolina, United States • 1d ago

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 Financia, 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
Superb communication and negotiation 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