Licensed Insurance Broker (Manager)
New
P
P. R. FinancialFinancial Services
Work from homeFull-TimeManager
Salary71,078 - 155,207 USD per year
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Customer serviceBookkeeping
Requirements
- Must be 18 years or older.
- Active driver's license.
- Great interpersonal, communication, leadership, and management skills.
- Must be coachable, detail-oriented, and a team player.
- Active Life Health insurance license is a strong bonus but not required.
- Previous customer service experience is preferred.
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.
- Manage client appointments, inquiry responses, insurance eligibility, claim submissions, and questions concerning billing and policies.
- Ensure all paperwork is up to date while maintaining records and bookkeeping.
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