Remote Licensed Insurance Sales — Client Advisor

The Juris Agency; Erie (CO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from Home

Flexible Schedule

Paid Time Off (PTO)

Hands on Training

Bonuses

Home and Work Life Balance

Job summary

Burke Allstate Agency in Erie, Colorado is seeking a Licensed Insurance Sales professional to help clients with their insurance needs and provide exceptional service in a hybrid remote work environment.

You will consult with clients, handle inbound calls, and design policy recommendations while cross-selling coverages and building lasting relationships. Licensing in Colorado and ongoing training support growth and success.

Qualifications

• Active Colorado Property & Casualty, Life, Accident & Health License preferred.
• Prior experience in insurance sales or a related field is advantageous.
• Strong verbal and written communication skills.
• Customer-centric mindset with a commitment to exceeding client expectations.
• Ability to thrive in a hybrid remote work environment.

Responsibilities

• Client Consultation: Engage with clients to understand their insurance requirements and provide customized advice.
• Inbound Calls: Handle incoming calls efficiently, addressing inquiries and offering solutions.
• Policy Recommendations: Design and propose insurance plans that meet each client's unique needs.
• Cross-selling: Identify opportunities to enhance client portfolios by suggesting additional coverage options.
• Relationship Building: Build strong relationships with clients to ensure long-term satisfaction and loyalty.
• Continuous Education: Stay informed about industry trends and changes to offer up-to-date advice.

Skills

Communication skills

Customer-focused

Adaptability

Team player

CRM software familiarity

Tools

CRM software

Job description

Burke Allstate Agency in Erie, Colorado is seeking a Licensed Insurance Sales professional to help clients with their insurance needs and provide exceptional service in a hybrid remote work environment.

You will consult with clients, handle inbound calls, and design policy recommendations while cross-selling coverages and building lasting relationships. Licensing in Colorado and ongoing training support growth and success.