Insurance Professional

2 weeks ago


West Chester, Pennsylvania, United States Alchemy Financial Group Full time
About the Insurance Agent Position

We're seeking a skilled and detail-oriented professional to fill the role of Insurance Agent at Alchemy Financial Group.

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
  • Review policies with clients to ensure they understand the insurance costs and benefits
  • Collaborate with the marketing team to expand client outreach
  • Work with insurance adjusters to resolve claims efficiently
  • Maintain accurate records of client interactions
  • Provide ongoing support by processing insurance renewals and working to retain clients
  • Track insurance claims to ensure satisfaction for all parties
  • Distribute policy funds after a claim has been settled
  • Respond to client inquiries regarding insurance-related matters
Requirements
  • At least 2 years of experience as an Insurance Agent
  • Appropriate insurance licensing as required by law
  • Excellent customer service skills
  • Strong communication and negotiation skills
  • In-depth knowledge of various insurance types, including life, health, and car insurance
  • Strong organizational and time-management skills
  • Proficiency in Microsoft Office Suite


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