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Dental Insurance Specialist
2 months ago
We're seeking a skilled and results-driven professional to join Alchemy Financial Group as an Insurance Agent. As an Insurance Agent with our team, you'll be responsible for selling policies to clients, handling claims, and maintaining accurate records.
Key Responsibilities- Sell life insurance policies to a diverse range of clients, working closely with them to find the best policy to meet their needs.
- Explain insurance policies to clients, ensuring they have a clear understanding of the costs and benefits.
- Collaborate with the marketing team to expand client outreach and develop new business opportunities.
- Work closely with other insurance agents to achieve team goals and objectives.
- Maintain accurate and up-to-date client records, ensuring seamless communication and service.
- Provide ongoing support by processing insurance renewals and working to retain clients.
- Track insurance claims to ensure satisfaction for all parties involved.
- Distribute policy funds after a claim has been settled, ensuring timely and efficient resolution.
- Respond to client and potential client inquiries regarding insurance-related matters.
- 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, with a focus on building strong relationships.
- Strong communication and negotiation skills, with the ability to work effectively with diverse clients.
- In-depth knowledge of different types of life insurance, including policies and coverage options.
- Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines.
- Proficient software skills, including Microsoft Office Suite.
