Job Description

About the Insurance Agent Position

We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with [Alchemy Group Financial], you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals. 

Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you. 

Insurance Agent Responsibilities

• Identify opportunities to sell life insurance to a variety of clients and working with them to find the policy that best suits their needs
• Develop a client base by growing relationships with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to help families obtain financial freedom. 
• Go through policies with clients so that they have an understanding of the insurance costs and benefits
• Work alongside marketing team members to further client outreach
• Work alongside insurance agents 
• Maintain all client records
• Provide continual service by processing insurance renewals and working to retain clients
• Track insurance claims to ensure the satisfaction of all parties
• Answer client and potential client insurance-related queries as needed

Insurance Agent Requirements

• [2+] years experience as an Insurance Agent
• BA/BS in business, economics, or related field preferred
• Appropriate insurance licensing where required by law
• Excellent customer service skills
• Superb communication and negotiation skills
• In-depth knowledge of different types of life insurance
• Strong organizational and time-management skills 
• Proficient software skills
  

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