Insurance Representative

Role Description The Insurance Representative at OM ARQUITECTO will focus on advising clients on insurance options, explaining policy features, and recommending coverage based on individual needs and risk profiles. This part-time, remote role involves responding to inquiries via phone, email, and online platforms, preparing quotes, processing applications, and maintaining accurate client records. The Insurance Representative will collaborate with brokerage partners, monitor policy renewals, and follow up with clients to ensure timely updates and continued satisfaction. Day-to-day tasks include supporting clients with claims-related questions, clarifying documentation requirements, and providing clear, professional communication. The role also requires staying informed about industry trends and product changes to deliver current and compliant guidance.
Qualifications
Candidates should possess skills in Insurance Sales and Insurance to effectively advise clients and recommend appropriate coverage options.
Candidates should possess skills in Insurance Brokerage and Finance to navigate brokerage relationships and understand financial implications of policy choices.
Candidates should possess strong Customer Service skills to handle inquiries, resolve issues, and maintain positive client relationships in a remote environment.
Candidates should demonstrate clear written and verbal communication skills and the ability to explain complex information in a straightforward manner.
Candidates should be comfortable working independently, managing part-time schedules, and using digital tools and CRM systems for remote collaboration.
Experience in insurance, financial services, or a related field, and relevant certifications or licensing (where required by local regulations) are beneficial.

Work arrangement
No