Field Underwriter

Melo Agency; United States; Remote; USD 53,000 - 130,000; Full time

Job summary

A leading insurance provider is seeking a Field Underwriter for a remote position. The successful candidate will meet clients, assess their needs, and recommend suitable insurance solutions. Strong sales and communication skills are essential, along with a willingness to obtain an insurance license. This role offers flexible work options and a chance to grow within the company.

Qualifications

• Experience in sales and customer service.
• Strong interpersonal and communication skills.
• Knowledge of life insurance products and financial solutions.

Responsibilities

• Meet potential clients and assess their insurance needs.
• Conduct in-person and phone consultations.
• Explain policy features and complete necessary paperwork.

Skills

Strong interpersonal and communication skills

Experience in sales and customer service

Knowledge of life insurance products

Ability to analyze client needs

Excellent organizational and time management skills

Comfortable with technology

Adaptable and proactive with strong problem-solving abilities

Education

Current insurance license or willingness to obtain one

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Melo Agency

At The Melo Agency, we provide personalized life insurance and financial protection solutions designed to fit your needs, not just a price tag. Our services include mortgage protection, term life, whole life, universal life, final expense coverage, Indexed Universal Life (IUL), annuities, and the Gerber Grow-Up Plan. We take the time to understand your goals, budget, and family’s future, tailoring coverage that truly works for you. Our commitment doesn’t end when the policy is signed—we stay connected for life, ensuring your protection evolves as your life does.

Role Description

This is a full-time or part-time remote role for a Field Underwriter. The Field Underwriter will be responsible for meeting potential clients, assessing their insurance needs, and determining appropriate coverage options. Daily tasks include conducting in-person and phone consultations, gathering and analyzing client information, explaining policy features, and completing necessary paperwork. The Field Underwriter will also build and maintain long-term client relationships to ensure continued satisfaction and protection.

Qualifications

• Strong interpersonal and communication skills
• Experience in sales and customer service
• Knowledge of life insurance products and financial protection solutions
• Ability to analyze client needs and recommend appropriate coverage
• Excellent organizational and time management skills
• Comfortable with technology and insurance software systems
• Adaptable and proactive with strong problem-solving abilities
• Previous experience in insurance underwriting is a plus
• Current insurance license or willingness to obtain one

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

• Industries

  Insurance

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