Remote Insurance Sales Agent

Boulder Connect; Sandy (UT); Remoto; USD 42.000 - 70.000; Tempo pieno

Descrizione del lavoro

Boulder Connect is seeking a Remote Insurance Agent to help individuals and families select coverage that fits their needs and budget. You will prospect and qualify leads, book virtual consultations, and clearly explain policy options.

Responsibilities include preparing quotes, submitting applications, supporting policy issuance, assisting with renewals, and maintaining strong client relationships while meeting sales goals.

Competenze

• Proven ability to communicate clearly via phone and web
• Strong organization and self-motivation
• Comfort using CRM and digital tools
• Ability to hit sales targets while maintaining client satisfaction

Mansioni

• Prospect, qualify, and manage leads via phone and online channels
• Schedule and conduct virtual consultations with clients
• Explain policy options clearly and recommend suitable coverages
• Prepare quotes, submit applications, and support policy issuance
• Assist with renewals and provide basic claims guidance
• Maintain strong client relationships and meet sales goals

Conoscenze

Phone & online comms

Independent work

CRM proficiency

Sales target drive

Descrizione del lavoro

Remote Insurance Agent

Help individuals and families choose insurance coverage that fits their needs and budget. Prospect and qualify leads, book virtual consultations, and clearly explain policy options.

Remote Insurance Agent

Help individuals and families choose insurance coverage that fits their needs and budget. Prospect and qualify leads, book virtual consultations, and clearly explain policy options.

Key Duties

• Prospect, qualify, and manage leads using phone and online communication
• Schedule and conduct virtual consultations
• Provide clear explanations of coverage options and recommend appropriate policies
• Prepare quotes, submit applications, and support policy issuance
• Assist with renewals and provide basic claims guidance
• Maintain strong client relationships and independently manage sales goals

Qualifications & Skills

• Strong phone and online communication skills
• High organizational discipline and ability to work independently
• Comfort using CRM and digital tools
• Ability to meet sales targets and maintain client satisfaction