Insurance Policy Specialist
2 weeks ago
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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