Insurance Agent

Company Description Recruitment is a growing organization focused on connecting insurance professionals with clients who need clear, reliable guidance on coverage options. The company emphasizes ethical practices, transparent communication, and long-term client relationships. Team members are supported with training, tools, and resources to help them excel in a competitive market. Recruitment values collaboration, professional development, and performance-driven results, creating an environment where insurance agents can build sustainable careers.
Role Description This full-time remote Insurance Agent role involves advising clients on insurance products and helping them select policies that align with their needs and financial goals. The Insurance Agent will conduct consultations via phone, video, and digital channels; explain coverage options; prepare quotes; and process applications. Daily responsibilities include following up with leads, maintaining accurate client records, and ensuring policy information is up to date and compliant with regulations. The role also requires building and maintaining client relationships, providing ongoing support for policy changes and claims inquiries, and collaborating with internal teams to improve service offerings and client satisfaction.
Qualifications
Candidates should possess skills in Insurance Sales and Insurance to effectively evaluate client needs and recommend suitable coverage.
Candidates should possess Insurance Brokerage and Finance skills to compare products, understand financial implications, and support informed client decisions.
Candidates should possess strong Customer Service skills to manage client inquiries, resolve issues, and maintain positive relationships.
Relevant experience in insurance, financial services, or sales, with a track record of meeting performance goals.
Ability to work independently in a remote environment, manage time effectively, and handle multiple client accounts.
Excellent written and verbal communication skills, with attention to detail and accuracy in documentation.
Familiarity with CRM systems and digital communication tools; willingness to learn new platforms as needed.
Appropriate insurance licensing as required by local regulations or willingness to obtain necessary licenses.

Skills
Excel, CRM, Documentation

Work arrangement
Yes