Remote Insurance Client Advisor

The Jackson Agency; United States; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Performance bonuses

Pre-licensing support

Job summary

A licensed insurance brokerage is seeking a motivated client advisor to assist individuals and families in exploring insurance options. This remote role focuses on guiding clients through available choices and ensuring they make informed decisions. The ideal candidate will possess a background in sales or customer service and effective communication skills. This position offers commission-based compensation along with performance bonuses, and provides support for obtaining necessary licenses.

Qualifications

• Preferred background in sales, customer service, or related fields.
• Effective use of CRM systems and virtual communication tools.
• Ability to communicate clearly and professionally.

Responsibilities

• Respond to client inquiries and scheduled appointments.
• Conduct virtual consultations via phone or Zoom.
• Review available insurance options with clients.
• Submit applications and documentation accurately.
• Maintain compliance with carrier and state guidelines.
• Participate in ongoing product and compliance training.
• Manage client service needs and follow-ups.

Skills

Sales background

Customer service experience

Communication skills

Organizational skills

CRM familiarity

Job description

A licensed insurance brokerage is seeking a motivated client advisor to assist individuals and families in exploring insurance options. This remote role focuses on guiding clients through available choices and ensuring they make informed decisions. The ideal candidate will possess a background in sales or customer service and effective communication skills. This position offers commission-based compensation along with performance bonuses, and provides support for obtaining necessary licenses.