Insurance Policy Sales Specialist

2 weeks ago


Virginia Veterans Dr Roanoke VA USA, United States Alchemy Financial Group Full time
About the Insurance Agent Position

We are seeking a highly skilled and customer-focused professional to fill the role of Insurance Agent with Alchemy Financial Group. As an Insurance Agent, you will be responsible for selling policies to clients, handling claims, and keeping track of policy renewals. You will work closely with the marketing team to further client outreach and ensure customer satisfaction.

Our ideal candidate will possess excellent customer service skills, superb communication and negotiation skills, and in-depth knowledge of different types of insurance, including life, health, and car insurance. If you have the skills and experience required for this role, we would be happy to hear from you.

Key Responsibilities:
  • Identify opportunities to sell life, health, or car insurance to clients and work with them to find the best policy for their needs.
  • Go through policies with clients to ensure they understand the costs and benefits.
  • Work with the marketing team to further client outreach and retention.
  • Maintain accurate records of client interactions.
  • Provide ongoing service by processing renewals and working to retain clients.
  • Track insurance claims to ensure the satisfaction of all parties.

Key Requirements:
  • 2+ years of 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 insurance.
  • Strong organizational and time-management skills.


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