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Policy Sales Specialist

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Cameron, North Carolina, United States Alchemy Financial Group Full time

We are seeking a motivated and competitive professional to join our team at Alchemy Financial Group as an Insurance Agent. As an Insurance Agent with our company, you will be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.

Key Responsibilities:

  • Identify opportunities to sell life, health, or car insurance to a variety of clients, working with them to find the policy that best suits their needs
  • Explain policies to clients to ensure they have a clear understanding of the insurance costs and benefits
  • Collaborate with our marketing team to expand client outreach
  • Work closely with insurance adjusters to ensure seamless claims processing
  • Maintain accurate and up-to-date client records
  • Provide exceptional service by processing insurance renewals and working to retain clients
  • Monitor insurance claims to ensure satisfaction for all parties involved
  • Distribute policy funds after a claim has been settled
  • Respond to client and potential client inquiries regarding insurance-related matters

Requirements:

  • At least 2 years of experience as an Insurance Agent
  • Bachelor's degree in business, economics, or a related field (preferred)
  • Appropriate insurance licensing where required by law
  • Excellent customer service skills
  • Superb communication and negotiation skills
  • In-depth knowledge of various types of insurance, including life, health, and car insurance
  • Strong organizational and time-management skills
  • Proficiency in Microsoft Office Suite