What are the responsibilities and job description for the Associate Insurance Agent position at Alfa Insurance?
Company Description Alfa Insurance®, founded in 1946 by what is now the Alabama Farmers Federation, is recognized as a stable, reliable, and affordable provider of insurance products across multiple states. With more than 1 million policies in force, Alfa serves customers with a broad range of life, property, and automobile coverages, along with additional financial services. Both its property and casualty insurance companies and its life insurance company hold an A (Excellent) rating from A.M. Best, underscoring strong financial stability. Alfa’s mission is to deliver personalized service, simplify how customers do business, and be there when coverage matters most. The company emphasizes long-term relationships, customer care, and superior service as core elements of its culture.
Role Description This is a full-time, on-site Associate Insurance Agent role based in Madison, MS. The Associate Insurance Agent will support clients by identifying coverage needs, presenting appropriate Alfa products, and assisting with the selection of life, property, auto, and related insurance solutions. Responsibilities include generating new business through prospecting and referrals, conducting policy reviews, preparing quotes, and explaining policy terms in clear, accessible language. The role will also involve processing applications, maintaining accurate client records, and coordinating with underwriting and claims teams to help resolve customer issues promptly. The Associate Insurance Agent is expected to provide attentive customer service, actively participate in local marketing and community outreach efforts, and meet or exceed defined sales and service goals.
Qualifications
Role Description This is a full-time, on-site Associate Insurance Agent role based in Madison, MS. The Associate Insurance Agent will support clients by identifying coverage needs, presenting appropriate Alfa products, and assisting with the selection of life, property, auto, and related insurance solutions. Responsibilities include generating new business through prospecting and referrals, conducting policy reviews, preparing quotes, and explaining policy terms in clear, accessible language. The role will also involve processing applications, maintaining accurate client records, and coordinating with underwriting and claims teams to help resolve customer issues promptly. The Associate Insurance Agent is expected to provide attentive customer service, actively participate in local marketing and community outreach efforts, and meet or exceed defined sales and service goals.
Qualifications
- Demonstrated skills in Insurance Sales, with the ability to assess client needs and recommend appropriate coverage options.
- Foundational knowledge of Insurance products and Insurance Brokerage practices, including policy structures, risk assessment, and compliance basics.
- Understanding of Finance principles related to premiums, deductibles, and policy value to help customers make informed decisions.
- Strong Customer Service abilities, including clear communication, active listening, and a solution-focused approach to client concerns.
- High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field preferred.
- Ability to obtain and maintain applicable state insurance licenses within required timeframes.
- Comfort with on-site work, including in-person client meetings and local community engagement activities.
- Organizational skills, attention to detail, and proficiency with basic office software and CRM or agency management systems.
- Previous experience in insurance, financial services, or a sales-focused customer-facing role is beneficial.