Remote Insurance Sales Agent

Dinwiddie Agency is seeking a Remote Insurance Agent to help individuals and families select coverage that fits their needs and budget. In this fully remote role, you'll generate and follow up on leads, conduct phone and video consultations, explain policy options in clear terms, and guide clients through applications, policy changes, and renewals. You'll maintain accurate CRM records, provide ongoing support for questions and claims, and work toward defined sales and service goals while staying current on products and regulations.

Responsibilities

• Prospect and contact individuals and families to understand insurance needs
• Explain policy options, coverage details, and pricing in clear, simple terms
• Provide remote consultations via phone, email, and video meetings
• Prepare quotes and recommend tailored insurance solutions
• Process applications, policy changes, and renewals accurately
• Maintain detailed client records in the agency's CRM system
• Deliver ongoing client support, answering questions and handling claims inquiries
• Meet or exceed sales and service targets set by the agency
• Stay current on insurance products, underwriting guidelines, and regulations
• Collaborate with agency leadership to refine sales strategies and customer outreach

Required Skills

• Insurance sales
• Remote customer service
• Lead generation and follow-up
• Insurance needs analysis
• Policy quoting and proposal tools
• CRM and client record management
• Regulatory and compliance knowledge
• Virtual meeting platforms
• Documentation and data entry
• Time management and self-organization