Insurance Broker Position

3 weeks ago


Locust, 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 at Alchemy Financial Group. 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 of the Insurance Broker include:
  • Consulting clients about befitting risk management strategies
  • Developing effective marketing strategies to sell insurance plans to current or new clients
  • Exploring the needs of business or individual customers and proposing them plans or other services
  • Finding opportunities and building relationships with potential customers using networking, cold calling, and other methods
  • Reviewing insurance claims to ensure fair dealing and satisfaction
  • Preparing regular reviews of progress and presenting them to interested parties
  • Organizing bookkeeping systems, database, and records
  • Meeting goals in finding new clients and selling insurance products and services
  • Staying informed about market trends and updates in the field of insurance products and services
  • Following company policies and ensuring compliance with applicable legal requirements

Requirements for the Insurance Broker Position
  • 3+ years' experience working on an Insurance Broker position
  • Good experience in providing client-focused solutions and building customer relationships
  • Experience working with major kinds of insurance plans, including automobile, fire, life, property, medical, and so on
  • Good knowledge of computers and statistics methods
  • Strong communication, presentation, and sales skills
  • High school or BSc degree; professional certification will be a bonus


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