Insurance Agent

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Overview:

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100% Remote

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Average Agent Annual on Target Earnings: $90,000

 

As an Insurance Agent at BFW Insurance, you will play a critical role in providing life insurance solutions to clients, offering exceptional customer service, and managing a portfolio of policies. This position is ideal for self-motivated individuals who thrive in a virtual environment and are passionate about helping clients protect their financial future. The role requires strong communication skills, attention to detail, and the ability to work collaboratively with various teams within the organization.

 

Key Responsibilities and Task Execution:

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1. Sale of Life Insurance Policies:

   • Task Execution: Engage with potential clients to understand their insurance needs, present suitable life insurance options, and guide them through the purchasing process. Success in this area requires strong sales skills, product knowledge, and the ability to build trust with clients in a virtual setting.

2. Customer Service:

   • Open Customer Service to Our Clients: Provide prompt and responsive support to clients, addressing their inquiries, policy changes, and claims processes. This task demands excellent communication skills and a client-focused approach to maintain high levels of customer satisfaction.

   • Serve Existing Clients: Maintain ongoing relationships with existing clients by providing continuous support, policy reviews, and ensuring their coverage remains aligned with their needs.

3. Meeting with Clients:

   • Task Execution: Conduct virtual meetings with clients to discuss their insurance needs, policy options, and financial goals. This requires proficiency in virtual meeting platforms and the ability to build rapport remotely.

4. Calling Potential Clients:

   • Task Execution: Reach out to potential clients via phone or virtual communication tools to introduce BFW Insurance’s services and assess their interest in life insurance policies. Effective communication and persuasive skills are essential for success.

5. Follow Up with Carriers:

   • Task Execution: Liaise with insurance carriers to track the status of applications, policy renewals, and any other client-related matters. Attention to detail and strong organizational skills are necessary to ensure timely and accurate follow-ups.

6. Follow Up with Book of Business:

   • Task Execution: Regularly review and update the book of business, ensuring all client data is accurate and up-to-date. This involves maintaining organized records and implementing a systematic approach to client follow-ups.

7. Organize a Book of Business Data:

   • Task Execution: Keep client and policy data well-organized within the CRM system, ensuring easy access and efficient management of information. This task requires proficiency in data management tools and attention to detail.

8. Attend Training:

   • Task Execution: Participate in ongoing virtual training sessions to stay informed about industry trends, product updates, and sales techniques. Continuous learning is essential for personal and professional growth in this role.

9. Getting New Carriers:

   • Task Execution: Research and establish relationships with new insurance carriers to expand the range of products offered to clients. This requires networking skills and a strategic approach to partnership development.

10. Getting Licenses in New States:

    • Task Execution: Obtain the necessary licenses to operate in additional states, ensuring compliance with regulatory requirements. This involves completing required coursework and exams, as well as staying informed about state-specific regulations.

11. Keeping Licenses Up to Date:

    • Task Execution: Monitor and renew licenses as needed to ensure continued compliance. This task requires diligence in tracking expiration dates and completing necessary continuing education credits.

12. Create Content Videos for the Social Media Team:

    • Task Execution: Collaborate with the social media team to produce video content that promotes life insurance products and educates clients. Creativity and effective communication skills are crucial for creating engaging and informative content.

13. Work with the Virtual Assistant Team to Ensure Compliance:

    • Task Execution: Coordinate with the virtual assistant team to ensure all client communications and documentation comply with industry regulations. This task involves clear communication and a strong understanding of compliance requirements.

14. Traveling to Conferences and Team Events:

    • Task Execution: Attend industry conferences and team events to network, learn, and represent BFW Insurance. This may require occasional travel and flexibility in schedule.

15. Accounting Control:

    • Task Execution: Monitor and manage personal sales and commission records, ensuring accuracy and compliance with financial protocols. This task requires attention to detail and basic accounting knowledge.

16. Interviewing New Hires:

    • Task Execution: Participate in the recruitment process by interviewing potential new hires and assessing their fit for the team. This requires strong interpersonal skills and the ability to evaluate candidates effectively.

17. Lead Strategy:

    • Task Execution: Develop and implement strategies for generating and nurturing leads, ensuring a steady pipeline of potential clients. This involves collaboration with marketing and sales teams, as well as analytical thinking to optimize lead generation efforts.

 

Skills and Qualifications:

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• Strong communication and interpersonal skills.

• Ability to work independently in a virtual environment.

• Proficiency in CRM systems and virtual meeting platforms.

• Strong organizational and time management skills.

• Ability to multitask and manage multiple responsibilities effectively.

• Willingness to learn and adapt to new tools and techniques.

• Commitment to maintaining compliance with industry regulations.

 

Summary:

 

As an Insurance Agent at BFW Insurance, you will have the opportunity to make a meaningful impact on clients’ lives by providing essential life insurance solutions. This role is suited for individuals who excel in a virtual work environment, possess strong organizational skills, and are driven by a passion for helping others. You will be supported by a collaborative team and have access to continuous training and development opportunities to enhance your skills and career growth.