Remote Insurance Consultant

Naukri Mitra; United States; Remote; USD 80,000 - 98,000; Full time

Benefits offered by this job

Equipment stipend

Job summary

Naukri Mitra is hiring a Remote Insurance Consultant to advise clients virtually, using data insights and digital platforms to tailor insurance strategies in a fully remote, full-time role.

You will work with Salesforce CRM, Tableau, DocuSign, and other tools to engage clients, assess needs, customize policies, and stay ahead of industry trends across time zones.

Qualifications

• 3+ years of experience in insurance advisory or remote analytics.
• Experience with cloud-based insurance systems or digital advisory platforms.
• Strong understanding of risk assessment tools and policy structures.
• Excellent written and visual communication across digital channels.

Responsibilities

• Use data and insights to tailor client-centric insurance strategies.
• Engage clients virtually to assess needs with data-driven models.
• Recommend coverage using actuarial data and AI tools.
• Guide digital claims processing and policy updates.
• Monitor insurance trends and regulatory updates across insurtech.
• Utilize Notion, Slack, Trello for workflow and collaboration.
• Prepare reports with BI tools tracking KPIs.

Skills

Insurance advisory

Risk consulting

Remote analytics

Communication

CRM systems

Tools

Salesforce CRM

Tableau

DocuSign

Zoom

Loom

ChatGPT API

AWS

Job description

Remote Insurance Consultant Annual Salary: $88,968 | Fully Remote | Full-Time

Introduction:

Redefine the Future of Insurance—From Anywhere Are you a solutions-driven professional passionate about protecting what matters most to individuals and businesses? Do you thrive in virtual environments, leveraging data insights and digital platforms to guide decisions and build lasting trust? As a Remote Insurance Consultant, you’ll be at the intersection of modern technology and personalized customer engagement. This is your opportunity to join a dynamic, growth-focused team where innovation meets empathy—and where your strategic thinking and digital fluency will shape the future of remote advisory services.

Key Responsibilities:

• Empower Clients With Data and Insight In this tech-forward role, you won’t just advise—you’ll optimize. You’ll harness smart analytics, cloud-based CRM tools, and intelligent workflow systems to tailor client-centric insurance strategies.
• Consult & Advise: Engage clients virtually to evaluate their personal or commercial insurance needs using data-driven assessment models.
• Customize Policies: Leverage actuarial data, risk profiles, and AI-backed product comparison platforms to recommend the most appropriate coverage.
• Digital Claims Guidance: We assist clients with policy updates and digital claims processing using secure online platforms and intuitive client portals.
• Trend Monitoring: Stay ahead of insurance trends, regulatory updates, and insurtech innovations to maintain cutting-edge advisory standards.
• Workflow Efficiency: Use collaborative digital tools like Notion, Slack, and Trello to streamline real-time communications and case tracking.
• Reporting & Analytics: Prepare actionable reports using business intelligence software to track KPIs such as policy retention rate, satisfaction scores, and client lifetime value.

Tools & Technology:

• Platform Use Case Salesforce CRM Automated client lifecycle management
• Tableau Advanced data visualization and reporting
• DocuSign Secure e-signature and policy delivery
• Zoom & Loom Real-time & asynchronous consultations
• ChatGPT API Enhanced documentation and email drafting
• AWS Cloud Secure data storage and scalable systems
• Expect regular exposure to API integrations, AI-enhanced workflows, and cloud-first collaboration platforms.

Why Us?

Metrics That Matter:

• 92% client satisfaction on remote insurance consultations
• 27% faster claims resolutions using AI-assisted claim routing
• 68% policy retention rate year-over-year through personalized digital engagement
• Remote team across 11 time zones—collaboration without borders

Growth Opportunities:

• Quarterly skills development programs in insurance tech, virtual consulting, and digital communications
• Access to Insurtech accelerators and online certification sponsorships
• Career mobility across consulting, underwriting, and risk intelligence roles
• Cross-functional exposure with cybersecurity, AI ethics, and customer experience teams

Whether you're refining your advisory skill set or exploring cross-specialty innovation, we support your growth every step of the way.

Remote Work Culture:

• Async-friendly workflow: Work when you're most productive with transparent deadlines and shared task boards.
• Global collaboration: Participate in virtual summits, strategy sprints, and knowledge-sharing sessions across continents.
• Wellness support: Monthly stipends for home office upgrades, wellness apps, or productivity tools.
• Inclusion by design: We invest in tools and practices that ensure equal access, belonging, and voice for every remote team member.

We don't "support" remote work—we architect it for success.

Ideal Candidate Profile:

We’re looking for emotionally intelligent professionals with a digital-first mindset. You might be a fit if you bring:

Core Qualifications:

• 3+ years of experience in insurance advisory, risk consulting, or a related remote analytics role
• Proven success working with cloud-based insurance systems or digital advisory platforms
• Firm grasp of risk assessment tools, policy structures, and regulatory frameworks
• Exceptional communication skills—both written and visual—across digital channels

Preferred Competencies:

• Familiarity with remote analytics dashboards and client profiling tools
• Proficiency in CRM systems (Salesforce preferred) and digital workflow software
• Ability to explain complex insurance concepts in simple, client-friendly language
• Demonstrated agility in a fast-paced, metrics-driven environment

Bonus Expertise:

• Certifications such as AINS, CPCU, or CLU
• Experience with API-driven platforms or AI-based underwriting tools
• Background in B2B virtual consulting or SaaS-based insurance products

Location & Logistics:

This is a 100% remote role. Candidates must be authorized to work in their country of residence. Flex hours are available across multiple global time zones. Weekly virtual standups + optional co-working sessions.

• Equipment stipend and secure virtual desktop access provided.

Join Us—Where Innovation Meets Impact

Your expertise in insurance and technology has the power to make a difference, improving how people protect their homes, families, and businesses. You won’t just fill policies; you’ll build trust, deliver insight, and help clients thrive in a complex world.

Your next big step starts here.

Building a Global Workforce:

Applications are open to professionals from the United States, Canada, United Kingdom, European Union, Australia, India, and many other international regions.