A leading provider in the insurance sector is seeking a professional Insurance Account Representative to manage and grow client relationships remotely. This role focuses on consultative support, guiding individuals through life and health insurance selections based on their unique financial goals. As a confidential listing, full company details will be disclosed to qualified candidates during the initial interview phase.
- Consultative Outreach: Manage inbound inquiries and perform professional outbound follow-ups to schedule virtual consultations.
- Client Advocacy: Conduct online meetings to assess client needs and present tailored life/health insurance plans.
- Enrollment Support: Navigate clients through the application and digital enrollment process with high attention to detail.
- CRM Management: Maintain accurate records and documentation within the company’s secure CRM system.
- Regulatory Compliance: Stay updated on industry trends and maintain a high standard of provincial/state compliance.
- Communication: Exceptional verbal and written skills with a focus on professional phone etiquette.
- Independent Workflow: Proven ability to manage a flexible schedule and work autonomously in a home-office environment.
- Technical Aptitude: Proficiency with virtual meeting tools (Zoom), CRM software, and basic spreadsheets.
- Requirements: * Must possess a valid driver’s license.
- Must be able to pass a comprehensive background check.
- Uncapped Earnings: High-growth commission structure with additional performance bonuses.
- Flexibility: Monday–Friday schedule with no mandatory weekend hours.
- Support: Comprehensive mentorship, ongoing training, and access to healthcare exchange plans (Medical/Dental/Vision).