Licensed Insurance Broker (Manager)

Alchemy Financial Group; Knoxville (TN); On-site; USD 71,000 - 155,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial is seeking a full-time agent in Knoxville, TN to assess clients' insurance needs and tailor solutions. You will provide warm, professional service while onboarding new clients and supporting existing ones, including appointments, billing questions, and claims.

Maintain up-to-date paperwork and records as a core part of the role; a valid Life/Health license is a strong bonus but not required. Flexible schedule and work from home offered.

Qualifications

• Excellent interpersonal and communication abilities.
• Must be 18 years or older and have a valid driver’s license.
• Strong customer service experience is preferred; Life/Health license is a bonus.

Responsibilities

• Evaluate new customers' insurance needs, risk, existing coverage, goals and financial status.
• Provide warm, professional onboarding and ongoing client service including appointments and billing questions.
• Ensure all paperwork is up to date while maintaining records.

Skills

Interpersonal skills

Communication

Leadership

Management

Active driver's license

Team player

Coachable

Detail-oriented

Life/Health license bonus

Job description

P. R. Financial is an independent marketing organization (IMO) in the financial services industry; specifically in the insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents by agents. Each agent owns their book of business.

Our approach is simple. We believe in our people, we provide them a platform, we train them how to be amazing, mentor them into maturity, and cheer them on the way to becoming our partners. We want partners, not employees.

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