Insurance Agent

Alchemy Financial Group

  • Bluffton, SC
  • 30+ days ago

    Highlights

    Insurance Agent responsibilities are: Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations. If you have a strong drive to succeed, great communication skills, coachability, and a entrepreneur mindset we would love to hear from you.

    Numbers & Facts

    LocationBluffton, SC

    Description

    About the Insurance Agent position

    Our growing insurance brokerage is looking for full-time brokers to join our team! We will provide the support and resources you need to reach your goals and beyond! If you have a strong drive to succeed, great communication skills, coachability, and a entrepreneur mindset we would love to hear from you. 

    Insurance Agent responsibilities are:

    • Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations
    • Building rapport with customers
    • Getting details from customers to assist them
    • Ensuring all paperwork is up to date 
    • Provide warm and professional customer service while onboarding new clients and maintaining existing clients 
    • Being aware of the company's services/policies
    • Working accordingly with company policies

    Insurance Agent requirements are:

    • Must be at least 18 years or older 
    • Active drivers license 
    • Coachable, detail oriented, and a team player
    • Communication skills should be excellent

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