Insurance Broker Position

3 weeks ago


Locust, North Carolina, United States Alchemy Financial Group Full time
About the Insurance Broker Position at Alchemy Financial Group

We are seeking a skilled Insurance Broker to help us manage our business development activities. Your duties will include finding new clients and promoting and selling our insurance plans. We expect you to efficiently build and maintain long-term relationships to ensure the stability of our revenues and growth.

Key Responsibilities:
  • Consult clients about suitable 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 suitable plans or services
  • Find opportunities and build relationships with potential customers using networking, cold calling, and other methods
  • Review insurance claims to ensure fair dealing and satisfaction
  • Prepare regular reviews of progress and present them to interested parties
  • Organize bookkeeping systems, databases, 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 policies and ensure compliance with applicable legal requirements
Requirements:
  • 3+ years' experience in an Insurance Broker position
  • Good experience in providing client-focused solutions and building customer relationships
  • Experience working with major types of insurance plans, including automobile, fire, life, property, medical, and others
  • Good knowledge of computers and statistical methods
  • Strong communication, presentation, and sales skills
  • Results-driven and able to work independently
  • High school or BSc degree; professional certification is a plus


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