Remote Insurance Advisor & Client Relations Specialist

Griffin Distribution Partners; North Carolina; On-site; USD 60,000 - 80,000; Full time

Job summary

Griffin Distribution Partners is seeking an Insurance Specialist to join our remote team in the United States. You will analyze client needs, evaluate insurance products, and provide coverage recommendations while coordinating with internal and external partners to maintain strong relationships.

This full-time role requires solid knowledge of insurance and brokerage processes, a basic understanding of finance, and excellent communication skills to advise diverse clients. Remote work enabled.

Qualifications

• Understanding of Insurance and brokerage products and carrier processes.
• Foundational finance concepts and how insurance integrates into client strategies.
• Strong communication and customer service skills; ability to explain complex information clearly.

Responsibilities

• Analyze client needs and evaluate coverage options.
• Assist with insurance brokerage activities and maintain documentation.
• Respond to client inquiries and provide timely service.
• Stay informed about industry developments affecting insurance strategies.

Skills

Insurance knowledge

Finance basics

Communication

Experience in insurance

Independent remote work

Analytical skills

CRM proficiency

Education

Associate or Bachelor's in business/finance/insurance

Certifications (LUTCF, CLU, CPCU) are a plus

Tools

CRM systems

Office software

Agency management systems

Job description

Griffin Distribution Partners is seeking an Insurance Specialist to join our remote team in the United States. You will analyze client needs, evaluate insurance products, and provide coverage recommendations while coordinating with internal and external partners to maintain strong relationships.

This full-time role requires solid knowledge of insurance and brokerage processes, a basic understanding of finance, and excellent communication skills to advise diverse clients. Remote work enabled.