Policy Sales Consultant

2 days ago


Charleston, West Virginia, United States Alchemy Financial Group Full time
About the Position

We're looking for a highly motivated Policy Sales Consultant to join our team at Alchemy Financial Group. As a key member of our sales team, you'll be responsible for selling policies to clients, handling claims, and managing policy renewals.

Key Responsibilities
  • Identify opportunities to sell life and health insurance policies to a diverse range of clients, focusing on their specific needs.
  • Deliver detailed explanations of insurance costs and benefits to clients, ensuring they have a thorough understanding.
  • Collaborate with the marketing team to enhance client outreach and develop new business opportunities.
  • Work closely with insurance adjusters to resolve claims efficiently and effectively.
  • Maintain accurate and up-to-date records of all client interactions.
  • Offer exceptional customer service by processing insurance renewals and working to retain clients.
  • Track and manage insurance claims to ensure satisfaction for all parties involved.
  • Distribute policy funds following claim settlement.
  • Address client queries related to insurance in a timely and professional manner.
Requirements
  • Bachelor's degree in business, economics, or a related field is preferred.
  • Relevant insurance licensing as required by law.
  • Excellent customer service skills.
  • Strong communication and negotiation abilities.
  • In-depth knowledge of various types of insurance, including life and health insurance.
  • Effective organizational and time-management skills.
  • Proficiency in Microsoft Office Suite.

The estimated annual salary for this position is $62,000 - $82,000, based on experience and location.



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