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Life Insurance Agent

3 months ago

Charlotte, United States Alchemy Financial Group Full time
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 Group 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 insurance to a variety of clients and 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 agents
  • 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
    • [2+] years experience as an Insurance Agent
    • 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 life insurance
    • Strong organizational and time-management skills
    • Proficient software skills, including Microsoft Office Suite