Job Description
Company Description Insurance is a Birmingham, AL–based organization focused on providing comprehensive insurance solutions to individuals and businesses. The company offers a range of products and services designed to help clients protect their assets and manage risk effectively. Team members collaborate to deliver clear guidance, responsive service, and tailored coverage options. Insurance values integrity, client education, and long-term relationships, creating an environment where professionals can build sustainable careers.
\n
Role Description This is a full-time hybrid Insurance Agent role based in Birmingham, AL, with flexibility to work from home for part of the week. The Insurance Agent will identify client needs, recommend suitable insurance products, and manage the sales cycle from initial contact through policy binding and renewal. Daily responsibilities include conducting consultations, providing quotes, explaining coverage options, and handling questions about policy terms and claims processes. The role involves maintaining accurate client records, following up on leads, and collaborating with internal teams and brokerage partners to ensure smooth service delivery. The Insurance Agent is expected to meet sales and service targets while upholding compliance standards and delivering an excellent customer experience.
\n
Qualifications
\n
\n
- \n
- Candidates should possess skills in Insurance Sales and Insurance to effectively advise clients and close new business.
- Candidates should possess skills in Insurance Brokerage to work with carriers, compare policies, and secure competitive coverage options.
- Candidates should possess skills in Finance to understand premiums, deductibles, coverage limits, and basic financial planning concepts.
- Candidates should possess skills in Customer Service to respond to inquiries, resolve issues, and maintain strong client relationships.
- Strong communication and interpersonal skills, with the ability to explain complex information in clear, accessible terms.
- Organizational and time-management skills, including the ability to manage multiple clients, leads, and deadlines.
- Comfort with using CRM systems and basic office software to track leads, document interactions, and prepare quotes.
- High school diploma or equivalent required; coursework or a degree in business, finance, or a related field is beneficial.
- Relevant state insurance licensing (or ability to obtain licensing within a specified timeframe) is required.
\n
\n
\n
\n
\n
\n
\n
\n
\n