Remote Patrimonial Insurance Consultant (Mexico)

Espyf; Puebla de Zaragoza; Remote; MXN 30,000 - 55,000; Full time

Job summary

WhatJobs Direct is seeking a dedicated Consultor de Seguros Patrimoniales to join their fully remote team. The role focuses on advising clients on property and casualty insurance, managing portfolios, and ensuring adequate coverage tailored to individual and business needs.

This remote-first position emphasizes autonomy, professionalism, and proactive client engagement. The ideal candidate will have deep knowledge of home, auto, and commercial property insurance, excellent communication, and a

Qualifications

• Proven experience as an insurance consultant or agent, specializing in property and casualty.
• Strong knowledge of home, auto, and commercial property insurance products.
• Excellent communication, negotiation, and interpersonal skills for remote engagement.

Responsibilities

• Conduct thorough risk assessments for clients to determine property and casualty insurance needs.
• Advise clients on suitable policies, including coverage options, deductibles, and premiums.
• Develop and present customized insurance proposals and solutions.
• Manage client relationships as the primary point of contact for inquiries and policy adjustments.
• Assist clients with claims processing and provide ongoing support throughout the claims lifecycle.
• Stay current with market trends, new insurance products, and regulatory changes.
• Generate leads through professional networks and proactive outreach in a remote setting.
• Meet and exceed sales targets for property and casualty insurance policies.
• Maintain accurate client records and policy documentation in the CRM system.
• Provide excellent customer service to ensure client retention and satisfaction.

Skills

Remote communication

Insurance knowledge

CRM proficiency

Sales target achievement

Risk assessment

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

Video conferencing tools

Job description

WhatJobs Direct is seeking a dedicated Consultor de Seguros Patrimoniales to join their fully remote team. The role focuses on advising clients on property and casualty insurance, managing portfolios, and ensuring adequate coverage tailored to individual and business needs.

This remote-first position emphasizes autonomy, professionalism, and proactive client engagement. The ideal candidate will have deep knowledge of home, auto, and commercial property insurance, excellent communication, and a