Remote Insurance Sales Leader Flexible Schedule Growth

Alchemy Financial Group; Myrtle Beach (SC); Remote; USD 71,000 - 155,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial is hiring full-time insurance advisor to evaluate client insurance needs and provide warm, professional service to onboard and maintain clients. You will handle inquiries, eligibility, billing questions, and claims submissions while ensuring paperwork and records are up to date.

The role offers a flexible schedule and the option to work from home, with a compensation range reflecting experience and performance, in a client-focused environment.

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.

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.

Skills

Interpersonal skills

Communication

Leadership

Team player

Detail-oriented

Customer service

Job description

P. R. Financial is hiring full-time insurance advisor to evaluate client insurance needs and provide warm, professional service to onboard and maintain clients. You will handle inquiries, eligibility, billing questions, and claims submissions while ensuring paperwork and records are up to date.

The role offers a flexible schedule and the option to work from home, with a compensation range reflecting experience and performance, in a client-focused environment.