Remote Insurance Sales Team Leader | Flexible Schedule

Alchemy Financial Group; Chesapeake (VA); Remote; USD 71,000 - 155,000; Full time

Benefits offered by this job

Flexible schedule

Work from home

Job summary

P. R. Financial is an independent marketing organization in the financial services industry, focused on life and health insurance, retirement products, annuities, Medicare and more.

We seek ambitious individuals who want to partner, not just work, in a full-time role with a competitive salary and flexible benefits. Responsibilities include assessing clients' insurance needs, onboarding and servicing existing clients, handling inquiries, eligibility, claims and billing questions, and keeping

Qualifications

• Must be 18 years or older.
• Active driver's license.
• 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.

Job description

P. R. Financial is an independent marketing organization in the financial services industry, focused on life and health insurance, retirement products, annuities, Medicare and more.

We seek ambitious individuals who want to partner, not just work, in a full-time role with a competitive salary and flexible benefits. Responsibilities include assessing clients' insurance needs, onboarding and servicing existing clients, handling inquiries, eligibility, claims and billing questions, and keeping