Remote Life and Health Insurance Agent

Dinwiddie Agency is seeking a Remote Insurance Agent to educate and support clients on life, health, and related insurance solutions. In this fully remote role, you will conduct virtual consultations, assess coverage needs, and recommend tailored policies while ensuring regulatory compliance and accurate documentation. You'll build and manage a digital client pipeline, provide responsive post sale service, and work toward clear sales and retention goals. Ideal candidates are self motivated, tech savvy, and comfortable communicating complex information clearly in a virtual setting.

Responsibilities

• Prospect and contact individuals and families to discuss insurance needs and coverage options
• Conduct virtual consultations to explain policies, quotes, and enrollment steps
• Assess client risk profiles and recommend appropriate life, health, and supplemental insurance products
• Prepare and present accurate quotes, applications, and supporting documentation
• Process new policies, renewals, changes, and cancellations in a timely manner
• Maintain organized digital records and comply with all carrier and regulatory requirements
• Provide ongoing support to policyholders, answering questions and resolving basic claims or billing issues
• Meet or exceed sales, retention, and service quality goals in a remote environment
• Use CRM and online tools to manage pipeline, follow ups, and communication
• Stay current on product updates, underwriting guidelines, and industry regulations

Required Skills

• Insurance product knowledge (life/health)
• Remote sales and consultative selling
• Lead generation and prospecting
• CRM and pipeline management
• Virtual meeting tools (Zoom/Teams)
• Needs analysis and risk assessment
• Quote and application processing
• Regulatory and compliance awareness
• Customer relationship management
• Basic data entry and documentation