About the Role
This position involves supporting individuals in selecting appropriate life insurance products by explaining benefits, assessing client needs, and ensuring accurate policy setup and documentation.
Responsibilities
- Assist clients in evaluating life insurance needs based on personal and financial circumstances
- Explain policy features, limitations, and financial implications in clear terms
- Conduct remote consultations via phone or video conferencing
- Verify client eligibility for specific insurance products
- Guide applicants through application and underwriting steps
- Maintain up-to-date knowledge of available life insurance plans and regulations
- Ensure compliance with state-specific insurance guidelines
- Respond to client inquiries about premiums, coverage terms, and benefit claims
- Support enrollment by collecting and reviewing required documentation
- Collaborate with underwriting and administrative teams to resolve issues
- Track client interactions and update records in the agency system
- Follow up with clients to confirm policy activation and answer post-enrollment questions
- Identify opportunities to expand client coverage as life situations change
- Provide educational materials tailored to individual client needs
- Maintain confidentiality of all client information
- Meet service quality and response time standards
- Escalate complex cases to senior advisors when necessary
- Participate in ongoing training on product updates and compliance topics
- Monitor changes in insurance regulations affecting client offerings
- Use customer relationship tools to manage caseload efficiently
- Support team goals through reliable communication and collaboration
- Adhere to ethical standards in client engagement and sales practices
- Report client feedback to improve service delivery
- Assist in refining client onboarding materials based on experience
- Maintain accurate case notes and follow-up schedules
Nice to Have
- Multi-state insurance licensing
- Experience with group or individual life underwriting
- Background in financial planning or advisory services
- Familiarity with North Carolina-specific insurance markets
- Previous remote work in client services
Compensation
Competitive hourly rate with performance incentives
Work Arrangement
Remote
Team
Distributed team supporting client benefits services
What We Offer
- Flexible remote work environment
- Ongoing professional development opportunities
- Supportive team structure with regular check-ins
- Performance-based incentives
- Access to up-to-date benefits platforms and tools
Application Process
- Submit resume and brief cover letter
- Complete a short assessment on insurance fundamentals
- Participate in a virtual interview with the team
- Provide references from prior work experience
- Final approval subject to licensing verification
Not available
