Remote Insurance Team Leader - Flexible Schedule & Growth

Alchemy Financial Group; Albemarle (NC); Remote; 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 associate to evaluate clients\' insurance needs, onboarding new customers, and maintaining existing policies. You will coordinate appointments, handle inquiries, and ensure accurate documentation while supporting a growing client base.

Ideal candidates bring strong communication and interpersonal skills, a driver\'s license, and a willingness to be mentored as you grow within the organization. A life/health license is a bonus but not required.

Qualifications

• Strong interpersonal and communication abilities.
• Ability to lead and work well in teams.
• Detail-oriented with good organizational skills.
• Coachable and eager to learn in a dynamic environment.
• Active driver\'s license is required or beneficial.

Responsibilities

• Evaluate customers\' insurance needs, risks, and goals through consultations to tailor solutions.
• Provide warm, professional onboarding and ongoing client service, including scheduling, inquiries, eligibility, claims, and billing.
• Ensure paperwork is accurate and records are well maintained.

Skills

Interpersonal skills

Communication skills

Leadership

Team player

Detail-oriented

Coachable

Customer service

Active driver\'s license

Job description

P. R. Financial is seeking a full-time associate to evaluate clients\' insurance needs, onboarding new customers, and maintaining existing policies. You will coordinate appointments, handle inquiries, and ensure accurate documentation while supporting a growing client base.

Ideal candidates bring strong communication and interpersonal skills, a driver\'s license, and a willingness to be mentored as you grow within the organization. A life/health license is a bonus but not required.