About the Role
This role involves helping individuals understand life insurance products, evaluating client circumstances, and recommending appropriate coverage to meet personal and financial goals.
Responsibilities
- Assist clients in selecting suitable life insurance plans
- Conduct needs assessments to determine coverage requirements
- Explain policy terms, benefits, and exclusions clearly
- Support clients through application and underwriting processes
- Maintain up-to-date knowledge of insurance products and regulations
- Respond to client inquiries about coverage and claims
- Build trust through consistent, professional communication
- Ensure compliance with state and federal insurance guidelines
- Document client interactions and policy details accurately
- Collaborate with underwriting and claims departments as needed
- Track policy renewals and changes in client circumstances
- Provide guidance on premium payments and policy adjustments
- Identify opportunities to improve client protection strategies
- Follow ethical standards in all client engagements
- Participate in ongoing training and professional development
- Meet performance goals related to client satisfaction and policy placement
- Use CRM tools to manage client relationships efficiently
- Maintain confidentiality of client information
- Stay informed about market trends and product updates
- Support team objectives through regular reporting and collaboration
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Remote position based in Ohio
Team
Part of a dedicated insurance advisory team serving individual clients
Why Join Us
- We offer flexible scheduling and full remote operations
- You’ll receive ongoing training and career development support
- Work with a team focused on client-first service
- Opportunities for advancement based on performance
- Supportive environment that values integrity and accountability
Application Process
- Submit your resume and cover letter
- Complete a phone screening with HR
- Participate in a video interview with the team lead
- Provide references upon request
- Final approval and onboarding steps
Not available
