Insurance Policy Specialist

2 weeks ago


Yorktown, Virginia, United States Alchemy Financial Group Full time

About the Insurance Agent Role at Alchemy Financial Group

We're seeking a skilled Insurance Agent to sell policies to clients, handle claims, and maintain policy renewals. Our ideal candidate will have excellent customer service skills for working with diverse clients.

Key Responsibilities:

  • Policy Sales - Identify opportunities to sell life, health, or car insurance to clients, working with them to find the best policy for their needs
  • Policy Administration - Explain insurance costs and benefits to clients, ensuring they understand their policies
  • Client Outreach - Collaborate with the marketing team to expand client outreach
  • Claims Processing - Work with insurance adjusters to process claims and ensure client satisfaction
  • Client Service - Provide ongoing service by processing insurance renewals and working to retain clients
  • Record Keeping - Maintain accurate client records

Requirements:

  • 2+ years of experience as an Insurance Agent
  • Bachelor's degree in business, economics, or a related field
  • Appropriate insurance licensing
  • Excellent customer service and communication skills
  • In-depth knowledge of life, health, and car insurance
  • Strong organizational and time-management skills

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