Must Be Licensed**P&C Sales & Client Relationship Specialist**Must Be LICENSED & EXPERIENCED

The Juris Agency; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off

Health Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Work from Home

Dental Insurance

Vision Insurance

Life Insurance

Job summary

Buckman Agency seeks a remote Inside Sales Specialist who thrives on building client relationships, uncovering insurance needs, and driving revenue from an existing client base. You will proactively engage with clients to review coverage, propose cross-sell opportunities, and close sales while delivering exceptional service in a fully remote setting.

Strong communication, organization, and self-motivation are essential to succeed.

Qualifications

• Licensed insurance professional with active licensing preferred.
• Experience in sales or customer relationship management is a plus.
• Remote work capability and self-motivation are essential.

Responsibilities

• Drive sales within existing client base by identifying needs and cross-sell opportunities.
• Lead client policy reviews to identify coverage gaps and opportunities for enhanced protection.
• Quote, present, and close personal lines insurance opportunities while explaining options clearly.
• Build and grow client relationships through proactive communication and follow-up.
• Maintain an organized pipeline and deliver high responsiveness in a remote setting.

Skills

Licensed insurance professional

Sales experience

Job description

Job Description

The Buckman Agency is seeking a highly motivated, sales-driven professional to join our team as a Remote Inside Sales Specialist.

This role is ideal for someone who enjoys building relationships, identifying opportunities, and helping existing clients make sure their insurance coverage continues to meet their needs. You will proactively connect with current clients to conduct policy reviews, uncover coverage needs, identify cross-sell opportunities, and provide solutions while delivering an exceptional customer experience.

We are looking for someone who is self-motivated, competitive, confident on the phone, and driven by both results and income potential. The right candidate will be comfortable initiating conversations, asking questions, following up consistently, and working toward individual sales goals in a fast-paced environment.

Because this is a fully remote position, strong organization, personal accountability, and the ability to work independently are essential. Insurance experience and licensing are preferred, along with a proven background in sales or customer relationship management.

This position offers ongoing training, performance-based earning opportunities, and room for growth within The Buckman Agency.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Evenings Off
• Work from Home
• Dental Insurance
• Vision Insurance
• Life Insurance

Responsibilities

Drive Sales Within Our Existing Client Base: Proactively connect with current clients to identify insurance needs, uncover cross-sell opportunities, and recommend coverage solutions that provide additional protection and value.

Conduct Client Insurance Reviews: Lead comprehensive policy reviews to identify coverage gaps, life changes, savings opportunities, and additional products that may benefit the client.

Quote & Sell Personal Lines Insurance: Quote, present, and close personal lines insurance opportunities while clearly explaining coverage options and helping clients make informed decisions.

Build & Grow Client Relationships: Develop strong, long-term relationships with clients through proactive communication, thoughtful recommendations, and consistent follow-up.

Generate New Opportunities: Recognize opportunities within everyday client conversations and confidently transition service interactions into productive sales and account-development conversations.

Protect & Retain the Book of Business: Work proactively with clients facing cancellations, non-payment, or coverage concerns to identify solutions and retain valuable relationships whenever possible.

Support New Customers: Help create a strong onboarding experience for new clients, ensuring they understand their coverage, available agency resources, and opportunities to strengthen their overall insurance portfolio.

Provide Client & Claims Support: Assist clients with policy questions and help advocate for customers experiencing communication challenges during the claims process.

Own Your Follow-Up: Consistently follow up on sales opportunities, client requests, policy reviews, and outstanding items while maintaining an organized pipeline and delivering a high level of responsiveness.

Work Independently & Deliver Results: Thrive in a remote environment by managing your day effectively, maintaining a strong activity level, meeting performance expectations, and taking ownership of individual sales and client-retention goals.

Who Will Succeed in This Role

This is not a traditional customer service position. We are looking for an experienced, licensed insurance professional who enjoys working with clients while also recognizing and acting on sales opportunities.

Our ideal candidate is competitive, self-motivated, confident on the phone, and motivated by the opportunity to increase their income through strong performance. You should be comfortable initiating conversations, asking thoughtful questions, identifying coverage needs, recommending solutions, and asking for the business.

Because this position is fully remote, you must also be highly accountable, organized, responsive, and capable of maintaining a high level of productivity without constant supervision.

Requirements

Provide exceptional customer service through phone, email, and text communication.

Assist clients with policy changes, updates, and endorsements.

Support customers throughout the claims process by answering questions and providing timely follow-up.

Conduct claim outreach and follow-up, including total loss communications.

Process Evidence of Insurance (EOI) requests and other policy-related documentation.

Assist with company transfers and policy servicing needs.

Manage customer reviews and retention-related activities.

Maintain accurate records of customer interactions and completed tasks.

Monitor and respond to emails, work items, and customer inquiries in a timely manner.

Collaborate with team members to ensure a seamless customer experience.

Stay current on agency procedures, insurance products, and carrier guidelines.

Meet productivity, service, and quality expectations while working independently in a remote environment.