Licensed Insurance Broker (Manager)

Alchemy Financial Group

$71K — $155K *
Apex, NC 27502In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Exceptional interpersonal, communication, leadership, and management skills.
  • Eligible candidates must be 18 years or older.
  • Must have a valid driver's license.
  • Looking for individuals who are coachable, detail-oriented, and team players.
  • Strong preference for previous customer service experience.
  • An active Life Health insurance license is advantageous but not mandatory.

Responsibilities

  • Evaluate customer insurance needs and risks through consultations to create tailored experiences.
  • Provide professional customer service during client onboarding and maintain ongoing client relationships.
  • Manage appointment bookings, respond to inquiries, and assist with insurance eligibility and claims.
  • Handle billing questions and provide support concerning insurance policies.
  • Ensure all paperwork is up to date and maintain accurate records and bookkeeping.

Benefits

  • Flexible work schedule to promote work-life balance.
  • Opportunity to work from home, providing convenience and comfort.
Full Job Description
Job Responsibilities:
  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
  • Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
  • Ensure all paperwork is up to date while maintaining records and bookkeeping.

Job Qualifications:
  • Great interpersonal, communication, leadership, and management skills
  • Must be 18 years or older
  • Active driver's license
  • Must be coachable, detail-oriented, and a team player.
  • Possesses outstanding interpersonal and communication skills.
  • An active Life Health insurance license is a strong bonus but not required.
  • Previous customer service preferred

Job Type: Full-time

Pay: $71,078.00 - $155,108.00 per year

Benefits:
  • Flexible schedule
  • Work from home

Similar Jobs

More Jobs at Alchemy Financial Group

More Finance & Insurance Jobs

Find similar Licensed Insurance Broker (Manager) jobs: