Licensed Insurance Broker (Manager)

Alchemy Financial Group

$71K — $155K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in customer service or a related field
  • Strong interpersonal and communication skills
  • Ability to lead and work effectively in a team
  • Detail-oriented with strong organizational skills
  • Active driver's license is required
  • Having a Life Health insurance license is a bonus
  • Coachable and adaptable to changing environments

Responsibilities

  • Evaluate customers' insurance needs and create tailored solutions
  • Provide warm and professional service for onboarding and maintaining clients
  • Book appointments and respond to inquiries regarding insurance services
  • Submit claims and address billing questions
  • Ensure paperwork and records are up to date

Benefits

  • Flexible work schedule
  • Opportunity to work from home
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: