Licensed Insurance Broker Manager
New
A
Alchemy Financial GroupFinancial Services
Work from homeFull-TimeManager
Salary71,078 - 155,108 USD per year
Apply NowOpens the employer's application page
Job Details
- Required Skills
- LeadershipCustomer serviceBookkeeping
Requirements
- 18 years or older
- Active driver's license
- Strong interpersonal skills
- Strong communication skills
- Leadership and management skills
- Coachable
- Detail-oriented
- Team player
- Life Health insurance license (preferred/bonus)
- Previous customer service experience (preferred)
Responsibilities
- Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status.
- Provide professional customer service for onboarding and existing clients.
- Manage client appointments and inquiries.
- Assist with insurance eligibility and claim submissions.
- Handle questions regarding billing and insurance policies.
- Ensure all paperwork and bookkeeping records are up to date.
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