Insurance Broker

1 day ago


Atlanta, Georgia, United States Alchemy Financial Group Full time
About Alchemy Financial Group

Alchemy Financial Group is an independent marketing organization (IMO) in the financial services industry, specializing 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.

Job Responsibilities
  • Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience.
  • Provide warm and professional customer service while onboarding new clients and maintaining 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 experience preferred

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