What are the responsibilities and job description for the Insurance Broker position at Alchemy Financial Group?
About the Insurance Broker position
Our growing insurance brokerage is looking for full-time brokers to join our team! We will provide the support and resources you need to reach your goals and beyond! If you have a strong drive to succeed, great communication skills, coachability, and a entrepreneur mindset we would love to hear from you.
Insurance Broker responsibilities are:
- Evaluate new customers insurance needs, risks, existing coverage, long term goals, and financial status to create a tailored experience that exceeds expectations
- Building rapport with customers
- Getting details from customers to assist them
- Ensuring all paperwork is up to date
- Provide warm and professional customer service while onboarding new clients and maintaining existing clients
- Being aware of the company’s services/policies
- Working accordingly with company policies
Insurance Broker requirements are:
- Must be at least 18 years or older
- Active drivers license
- Coachable, detail oriented, and a team player
- Communication skills should be excellent
