Insurance Sales Pro — Field & Remote Roles

Wb Agency; Meridian (MS); Hybrid; USD 36,000 - 60,000; Full time

Job summary

Wb Agency in Meridian, MS is seeking an Insurance Agent to be the first point of contact for prospective clients, assess insurance needs, collect application data, and guide applicants through underwriting in line with underwriting guidelines.

This role blends field visits with office or remote work, may require evening or weekend hours, and emphasizes clear product explanations, accurate documentation, and strong CRM usage.

Qualifications

• Experience in insurance sales, underwriting, or financial services is desirable.
• State Life/Health license or ability to obtain one.
• Detail-oriented with excellent organizational abilities.

Responsibilities

• Conduct client interviews to gather personal, financial, and medical information for insurance applications.
• Explain insurance products, coverage options, and policy terms clearly and accurately.
• Assess potential risks and identify factors that may influence underwriting decisions.
• Complete and submit applications in compliance with company policies and industry regulations.
• Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
• Maintain accurate and confidential client records.
• Stay informed about industry trends, underwriting guidelines, and product updates.

Skills

Communication skills

Interpersonal skills

CRM proficiency

Attention to detail

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM software

Job description

Wb Agency in Meridian, MS is seeking an Insurance Agent to be the first point of contact for prospective clients, assess insurance needs, collect application data, and guide applicants through underwriting in line with underwriting guidelines.

This role blends field visits with office or remote work, may require evening or weekend hours, and emphasizes clear product explanations, accurate documentation, and strong CRM usage.