Insurance Specialist

3 weeks ago


Raleigh, North Carolina, United States Alchemy Financial Group Full time

We are seeking a skilled Insurance Specialist to join Alchemy Financial Group. As an Insurance Specialist, you will be responsible for selling policies to clients, handling claims, and maintaining policy renewals.

The ideal candidate will have excellent customer service skills for working with a variety of clients. They will also have in-depth knowledge of different types of insurance, including life, health, and car insurance.

Key Responsibilities:

  • Identify opportunities to sell life, health, or car insurance to clients, working with them to find the policy that best suits their needs
  • Go through policies with clients to ensure they understand the insurance costs and benefits
  • Maintain all client records and provide continual service by processing insurance renewals and working to retain clients
  • Track insurance claims to ensure the satisfaction of all parties and distribute policy funds after a claim has been settled
  • Answer client and potential client insurance-related queries as needed

Requirements:

  • BA/BS in business, economics, or related field preferred
  • Appropriate insurance licensing where required by law
  • Excellent customer service skills and 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


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