Insurance Broker

4 weeks ago


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

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

Key Responsibilities:
  • Consult clients on risk management strategies and develop effective marketing plans to sell insurance products.
  • Explore customer needs and propose suitable insurance plans or services.
  • Find opportunities and build relationships with potential customers through networking and other methods.
  • Review insurance claims to ensure fair dealing and customer satisfaction.
  • Prepare regular progress reviews and present them to interested parties.
  • Organize bookkeeping systems, databases, and records.
  • Meet sales targets and stay informed about market trends and updates in the insurance industry.
  • Follow company policies and ensure compliance with applicable legal requirements.
Requirements:
  • Good experience in providing client-focused solutions and building customer relationships.
  • Experience working with various types of insurance plans, including life and health.
  • 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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