Licensed Insurance Broker (Manager)

Alchemy Financial Group

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

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
  • Outstanding interpersonal and communication skills
  • Active Life Health insurance license is a strong bonus but not required
  • Previous customer service preferred

Responsibilities

  • Evaluate new customers' insurance needs and financial status through consultations
  • Provide warm and professional customer service during client onboarding
  • Maintain records and bookkeeping while ensuring all paperwork is up to date
  • Respond to inquiries regarding insurance eligibility, claim submissions, and billing questions
  • Book appointments for clients and assist with ongoing client management

Benefits

  • Flexible schedule
  • 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

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