Work From Home Policy Account Advisor

The Opportunity

This work-from-home role centers on helping individuals evaluate insurance policies and determine which options may fit their needs. You’ll manage conversations from initial questions through the application process while keeping each prospective client's information and next steps organized.

The position is a good fit for someone who enjoys relationship-based conversations and can balance education with confidently presenting coverage options.

Key Areas of the Role

* Review insurance needs and priorities with prospective clients

* Discuss available policies and coverage features

* Explain costs, benefits, and policy considerations

* Help clients evaluate different options

* Provide guidance throughout the application process

* Follow up with individuals who need additional assistance

* Maintain accurate account and client information

* Stay current on products, procedures, and compliance requirements

* Build strong communication skills through coaching and ongoing development

What You Bring

* Strong interpersonal and verbal communication

* Ability to build rapport over the phone

* Comfortable discussing insurance products and financial considerations

* Organized approach to managing follow-up

* Professional and dependable work habits

* Willingness to learn and develop product expertise

* Ability to work independently in a remote environment

Training & Development

You’ll receive training on the insurance products, systems, and processes used in the position, along with continued coaching as you develop your skills.

The role also provides professional development opportunities and ongoing team support while you build experience working with prospective clients.

Compensation

Estimated annual earnings are $78,000 - $102,000 based on individual performance. Compensation may include commission and bonus opportunities, and actual earnings vary by individual results.

Pay: $78,000.00 - $102,000.00 per year

Benefits:

• Flexible schedule
• Work from home

People with a criminal record are encouraged to apply

Work Location: Remote