Remote Insurance Advisor

Placements24; Gqeberha; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Fully remote work environment

Work-from-home equipment

Health benefits

Professional development and virtual培训

Job summary

Placements24 is seeking a proactive Remote Insurance Advisor to join our client’s fully remote team in South Africa. Based from home, you will advise clients on a range of insurance products, help them select the best solutions, and manage applications and renewals.

The role emphasizes excellent remote communication, understanding of insurance products, and the ability to build rapport with clients via phone, email, and video calls while meeting sales targets and customer service metrics.

Qualifications

• Proven experience as an Insurance Advisor or similar role.
• Excellent remote communication skills, including active listening and clear explanations.
• Ability to work independently from a home office.
• Customer-centric approach with a passion for helping clients find the right solutions.
• Proficiency with CRM systems and virtual communication tools.

Responsibilities

• Provide expert advice to clients on insurance policies via phone, email, and video calls.
• Assess client needs and recommend suitable insurance products with clear coverage details.
• Assist clients with policy applications, renewals, and adjustments.
• Handle client inquiries and resolve issues professionally and promptly.
• Achieve and maintain sales targets and customer satisfaction metrics.
• Stay informed about new products, regulations, and market changes relevant to remote engagement.

Skills

Remote communication

Active listening

Customer focus

Sales-focused

Time management

Education

Insurance qualifications and licenses

Tools

CRM systems

Video conferencing tools

Job description

About the Role

Our client is expanding its national presence and is looking for a proactive and customer-focused Remote Insurance Advisor to join their fully remote team. Based from home, you will be responsible for advising clients on a range of insurance products, helping them find the best solutions to protect their assets and futures. This role requires excellent communication skills, a strong understanding of insurance principles, and the ability to build rapport with clients virtually. This is an ideal opportunity for an experienced insurance professional seeking the flexibility and autonomy of a fully remote position , serving clients across South Africa without the need for physical office presence.

Key Responsibilities

• Provide expert advice and guidance to clients on various insurance policies via phone, email, and video calls.
• Assess client needs and recommend suitable insurance products, explaining coverage details and benefits clearly.
• Assist clients with policy applications, renewals, and adjustments.
• Handle client inquiries and resolve issues efficiently and professionally.
• Achieve and maintain sales targets and customer satisfaction metrics.
• Keep abreast of new products, industry regulations, and market changes relevant to remote client engagement.

Requirements

• Proven experience as an Insurance Advisor or similar role, with a strong understanding of insurance products.
• Excellent remote communication skills , including active listening and clear explanation capabilities.
• Ability to work independently, manage time effectively, and maintain productivity from a home office.
• Customer-centric approach with a passion for helping clients find the right solutions.
• Proficiency with virtual communication tools and CRM systems .
• Relevant insurance qualifications and licenses are mandatory.

Benefits

• Competitive salary plus performance-based commissions.
• Fully remote work environment , offering unparalleled flexibility.
• Provision of necessary work-from-home equipment.
• Comprehensive health and wellness benefits.
• Opportunities for professional development and virtual training programs.