Life Insurance Specialist

2 weeks ago


Folly Beach, United States Alchemy Financial Group Full time
Overview of the Insurance Consultant Role

We are seeking a motivated and results-driven individual to become a part of our team as an Insurance Consultant at Alchemy Financial Group. In this role, you will be tasked with promoting insurance products, managing claims processes, and ensuring policy renewals are handled efficiently.

The ideal candidate will have excellent customer engagement skills and a passion for working with a diverse clientele. If you possess the qualities necessary to thrive in this position, we would be eager to connect with you.

Key Responsibilities
  • Recognize sales prospects and assist clients in choosing the most appropriate life insurance products
  • Clarify policy specifics to clients, ensuring they comprehend the associated costs and advantages
  • Work in tandem with the marketing department to enhance client outreach efforts
  • Collaborate with other insurance professionals
  • Keep precise records of client interactions
  • Oversee policy renewals and prioritize client retention strategies
  • Track insurance claims to ensure client satisfaction
  • Disburse policy funds after successful claim resolutions
  • Respond to insurance-related questions from clients and prospective clients
Qualifications
  • At least 2 years of experience in the insurance sector
  • A degree in business, economics, or a related discipline is preferred
  • Possess the required insurance licensing as mandated by regulations
  • Exhibit exceptional customer service skills
  • Strong communication and negotiation abilities
  • Comprehensive knowledge of various life insurance offerings
  • Effective organizational and time-management skills
  • Proficient in utilizing software such as Microsoft Office Suite

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