Insurance Professional

3 days ago


Little River, South Carolina, United States Alchemy Financial Group Full time
About the Insurance Agent Position

We're seeking a highly skilled and motivated individual to fill the role of Insurance Agent at Alchemy Financial Group. As an Insurance Agent, you'll be responsible for selling policies to clients, handling claims, and maintaining accurate records.

Key Responsibilities:
  • Sales and Policy Management: Identify opportunities to sell life and health insurance to a variety of clients, working closely with them to find the policy that best suits their needs.
  • Client Education: Provide clear explanations of insurance costs and benefits to clients, ensuring they have a thorough understanding of their policies.
  • Marketing and Outreach: Collaborate with the marketing team to develop strategies for client outreach and retention.
  • Claims Handling: Work closely with insurance adjusters to ensure timely and satisfactory resolution of claims.
  • Record Keeping: Maintain accurate and up-to-date records of client interactions and policy details.
  • Client Retention: Process insurance renewals and work to retain clients through excellent customer service.
  • Claims Settlement: Distribute policy funds to clients after claims have been settled.
  • Client Support: Provide prompt and professional support to clients regarding insurance-related queries.
Requirements:
  • Education: Bachelor's degree in business, economics, or a related field is preferred.
  • Insurance Licensing: Must possess the necessary insurance licenses as required by law.
  • Customer Service: Excellent customer service skills are essential for success in this role.
  • Communication and Negotiation: Strong communication and negotiation skills are required to effectively work with clients and colleagues.
  • Insurance Knowledge: In-depth knowledge of different types of insurance, including life and health insurance, is necessary.
  • Organizational and Time Management: Strong organizational and time-management skills are required to prioritize tasks and meet deadlines.
  • Software Skills: Proficiency in Microsoft Office Suite is a must.


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