What are the responsibilities and job description for the Associate Representative position at Alfa Insurance?
Company Description Alfa Insurance®, founded in 1946 by what is now the Alabama Farmers Federation, is recognized as one of the nation’s most stable, reliable, and affordable insurance providers. With more than 1 million policies in force across multiple states, the company offers a broad range of life, property, automobile, and other insurance products. Both its property and casualty insurance companies and its life insurance company hold an A (Excellent) rating from A.M. Best for financial stability. Alfa is committed to delivering personalized service, making it easy for customers to do business, and being there when coverage matters most. The organization combines deep roots in its community with a strong focus on customer-centric service and long-term relationships.
Role Description This full-time, on-site Sales Team Member role is based in Birmingham, AL. The Sales Team Member will engage with prospective and existing customers to understand their insurance needs, recommend suitable products, and support them through the application and policy renewal processes. Daily responsibilities include conducting outbound and inbound sales calls, following up on leads, preparing quotes, and accurately processing policy documentation in accordance with company guidelines. The role also involves maintaining detailed records in the CRM system, collaborating with colleagues and agency leadership to meet sales targets, and participating in training to stay current on Alfa Insurance products, underwriting requirements, and compliance standards. The Sales Team Member will contribute to delivering the personalized service Alfa is known for by providing clear communication, timely follow-up, and attentive customer support.
Qualifications
- Demonstrated sales, customer service, and relationship-building skills, with the ability to identify customer needs and present appropriate insurance solutions.
- Strong communication, active listening, and interpersonal skills, including the ability to explain insurance products and coverage options in clear, accessible language.
- Solid organizational, time management, and follow-through abilities to handle multiple leads, maintain accurate records, and meet sales and service goals.
- Comfort with technology, including CRM or agency management systems, email, and basic office software; ability to learn new tools and processes quickly.
- High level of integrity, professionalism, and reliability, with a commitment to regulatory compliance and confidential handling of customer information.
- Ability to work on-site in Birmingham, AL, and collaborate effectively as part of a local agency team.
- State insurance producer license (property and casualty and/or life and health) or willingness and eligibility to obtain required licenses within a specified timeframe.
- Previous experience in insurance, financial services, or a sales-oriented environment is preferred but not required; a customer-focused mindset and willingness to learn are essential.
- High school diploma or equivalent required; additional education or relevant certifications in business,