What are the responsibilities and job description for the Associate Agent position at Alfa Insurance?
Company Description Alfa Insurance® is a long-established, customer-focused insurer with more than 1 million policies in force across multiple states. Founded in 1946 by the Alabama Farmers Federation, the company has built a strong reputation for stability, reliability, and affordability in life, property, and automobile coverage. Both its property and casualty insurance companies and its life insurance company hold A (Excellent) ratings from A.M. Best for financial strength. Alfa is committed to providing highly personalized service, making it easy for customers to do business and being there when coverage matters most. The organization continues to grow while maintaining its focus on superior customer care and community-oriented values.
Role Description The Associate Agent role is a full-time, on-site position based in Moody, AL. The individual in this role will support agents by assisting with customer inquiries, preparing policy quotes, processing applications, and handling routine policy changes. Day-to-day responsibilities include meeting with customers, explaining insurance products and coverage options, collecting and verifying customer information, and ensuring accurate documentation in company systems. The Associate Agent will also follow up on leads, maintain organized records, and collaborate with team members to meet sales and service goals. This role requires consistent in-person interaction and a strong commitment to delivering professional, efficient, and friendly service.
Qualifications
- Customer service and interpersonal skills, with the ability to build trust and communicate clearly with diverse customers.
- Sales, negotiation, and follow-up skills to support agents in meeting policy and revenue goals.
- Organizational and administrative abilities, including attention to detail, accurate data entry, and time management.
- Basic financial and analytical skills to interpret policy information, premiums, and coverage options.
- Comfort with office technology and insurance software, including email, CRM tools, and document management systems.
- High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field is beneficial.
- Ability to work on-site in Moody, AL, with a professional demeanor and reliability in attendance and performance.
- Prior experience in insurance, financial services, or a customer-facing role is preferred; applicable state insurance licensing or willingness to obtain it is an advantage.