Insurance account representative jobs near me - 1,226 jobs
Let us run your job search
Sit back and relax while we apply to 100s of jobs for you - $25
Life Insurance Agent - In Office
The Whittingham Agencies
Insurance account representative job in Bellefontaine, OH
Crafting Brighter Futures for Businesses & Families across the US
At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client.
As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment.
Primary Responsibilities:
Engage with clients to understand their financial goals and concerns.
Present tailored solutions to safeguard their assets effectively.
Maintain a pulse on the industry, ensuring you offer the best and most updated advice.
Foster relationships and ensure our clients always have someone they can turn to.
Why Work With Us?
Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours.
Unlimited Earning Potential: Your dedication determines your earnings*.
Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently!
Grow with Us: Dive into continuous learning and development opportunities.
Application Process:
Submit Your Application: No stringent qualifications needed. We believe in potential.
Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day.
Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions.
FAQs:
When will I hear back after applying? Typically, within 24 hours.
Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation.
What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization.
* This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance.
State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
$65k yearly 2d ago
Looking for a job?
Let Zippia find it for you.
Insurance Advisor
Tipton Agency
Remote insurance account representative job
The Tipton Agency is committed to assisting individuals in creating customized insurance portfolios that meet their specific needs, concerns, and financial situations. By collaborating with more than 40 leading carriers, we guarantee that our clients receive the most cost-effective coverage, including options for those who may not qualify through conventional sales methods.
Key Responsibilities:
Address client inquiries and communications without engaging in cold calling.
Conduct remote meetings with clients via phone or Zoom to evaluate their insurance requirements and offer appropriate solutions.
Process client applications for underwriting approval through our efficient online system.
Position Details:
Flexibility: Opportunities for both part-time and full-time roles are available, enabling you to set your own appointments and schedule.
Part-Time: 10-20 hours per week, with potential earnings ranging from $30,000 to $60,000 annually.
Full-Time: 30-40 hours per week, with potential earnings between $125,000 and $200,000 annually.
We seek driven individuals who are passionate about helping clients achieve their financial protection objectives while enjoying the autonomy and flexibility of a remote work setting. Join us at The Tipton Agency and embark on a rewarding career in insurance consulting.
$55k-85k yearly est. 60d+ ago
Insurance Broker- COMMISSION BASED SALES
True North Recruiters 4.4
Remote insurance account representative job
Job description
We are looking for Highly Motivated individuals to join the Agency. This is an opportunity to change your life. No matter the background, experience or education; people with drive and determination have profoundly impacted the lives of their clients and family and have taken control of their futures.
We pride in helping our agents become the best versions of themselves.
Free Top Tier training by top producers.
Personal Production bonuses.
1 on 1 mentorship with Agency Owner.
Proven system to generate top producing agents.
Remote work available.
CRM / Lead center available for each agent.
Warm qualified leads. NO COLD CALLING. (agent cost)
Ability to grow into your own agency.
Independent contracts with over 50+ A rated carriers.
1099 sales position.
We service thousands of Americans across the nation. We focus on mortgage protection, final expense. financial and retirement planning for everyday clients.
The average full time agent takes home around 10k-15k a month. This is based on full time hours and strong work ethic.**
We have agents who are issuing 100,000$ a month in personal production**
Income is contingent upon work ethic and ability to master concepts and sales methods.
** Disclaimer- income is not guaranteed.**
1099 Sales Based Commissions No Minimum Pay. You make what you earn.
Work remotely and in the place of your choosing.
Our Agency specializes in Financial Services by utilizing Life Insurance, Retirement Solutions, Mortgage Protection, and Final Expense planning for millions of Americans! The goal as we grow is to help as many Agents reach new levels personally and professionally while protecting the client's legacies.
We work with thousands of agents and clients across the nation.
Apply today and find out if this is what you have been looking for!
$51k-75k yearly est. 9d ago
Insurance Advisor
Mercer Advisors 4.3
Remote insurance account representative job
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
We are seeking an Insurance Advisor to join our growing Insurance Solutions team for Eastern and Western US support. The Insurance Solutions team supports Wealth Advisors and their clients by providing a fiduciary and financial planning lens to insurance advice, support, and education in all areas of risk management. We are looking for someone who is passionate about driving engagement with advisors to protect clients from unforeseen risk, specifically in the areas of Life, Long Term Care and Annuities. Our goal is to enhance Best-in-Class client-advisor experience while serving the end-client's best interests of our clients today and into the future.
Essential Job Functions for this role include:
Manage a Growing Book of Business: Develop campaigns to create awareness, generate interest and engagement to uncover risk management opportunities within the firm. Collaborate with carriers and General Agencies to leverage existing product experts and resources to design and execute customized risk mitigation plans from start to end: product selection, case design, illustration, application fulfillment and policy placement. After a policy is placed, relationships are maintained and fostered through periodic policy reviews of existing business with wealth advisor teams. Ability to work independently and with a team, manage projects, and track open opportunities will be needed to succeed in a fast-paced environment.
Build and foster relationships: Our team's success lies within our ability to create an environment based in trust through regular communication and the use of active listening skills. Positive relationships with advisors, clients, and our business partners is paramount and participation in advisor, branch, and regional meetings is encouraged. Advisors should trust us to address all liability, risk management, and asset protection needs for their clients.
Serve as the subject matter expert: Possess an in-depth understanding of the insurance industry in life, long-term care, and annuity solutions. Candidate should also have an understanding of general financial planning principles and estate planning strategies, including the use of trusts in connection with insurance needs.
Exhibit a Growth Mindset: Maintain up to date knowledge of insurance products and industry news to assist wealth advisors in navigating this landscape as part of the planning and sales process. An understanding of our operational processes and Mercer systems is essential, and we encourage teammates to voice new ideas as we continuously strive to improve our Best-in-Class offerings to the firm and our clients.
Knowledge, Skills, and Abilities:
Bachelor's degree from an accredited institution preferred (preferably Psychology, Business, Economics, Accounting or Finance related field)
Minimum five years financial services industry and/or insurance industry experience strongly preferred along with internal/external sales experience
Licensed insurance agent in good standing with Resident State and ability to obtain and maintain multiple Non-Resident State licenses
Excellent verbal and written communication, interpersonal, and relationship management skills
Passion for educating and training
Organized - detailed-oriented, strong multi-tasker, and excellent follow through
An unwavering commitment to place clients' needs first and best support advisor's financial plan providing Best-in-Class client-advisor experience
Strong understanding of underwriting, case management, operations, and insurance new business processes and implementation timeframes
Point of sale experience a plus
Previous Registered Investment Advisor (RIA) support a plus
Working knowledge of property and casualty, and disability insurance are a plus
Proficiency with MS Word, Excel, PowerPoint, Outlook and willingness to learn CRM system
Team player, collaborative, and able to work in concert with others
Work Schedule:
This position is remote with up to 20% travel. If preference is to work from a local market office open for discussion.
Working Conditions:
Professional office environment, daytime and evening hours, working inside, standing, and sitting, will be assigned to a workstation.
#LI-Hybrid
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Pay Range $102,000-$120,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address.
Applicants have rights under federal employment laws:
Family and Medical Leave Act (FMLA)
Employee Polygraph Protection Act (EPPA)
Equal Employment Opportunity (EEO)
U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization.
E-Verify
Right to Work
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection
$102k-120k yearly Auto-Apply 1d ago
Business Insurance Advisor
Lisa Vermette-District Office
Remote insurance account representative job
Job Description
An experienced and established Farmers District Manager is seeking a dynamic and driven Commercial InsuranceAccount Executive to support and accelerate agency growth. Compensation is what you make it. You have the ability to work with over 20 agents on their Commercial Insurance books.
In this role, you will collaborate closely with agents to develop and execute strategic business and marketing initiatives focused on selling Commercial Insurance products under the trusted and respected Farmers Insurance brand.
The ideal candidate will play a key role in the districts success by supporting customer relationship management, renewal retention, new business servicing, and by fostering strong partnerships with agents to drive sustainable growthwhile consistently maintaining high service standards.
Leveraging your expertise in Property & Casualty insurance, you will help ensure our customers receive exceptional service and tailored commercial solutions.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Flexible Schedule
Health Insurance
Career Growth Opportunities
Responsibilities
Partner with agents to develop and implement commercial business and marketing strategies
Drive new commercial business growth and support renewal retention
Assist with customer relationship management and servicing needs
Provide product expertise and support to agents
Maintain high standards of service and professionalism
Requirements
Ideal Candidate Profile:
Strong background in Commercial Property & Casualty insurance
Proven ability to collaborate, influence, and drive results
Customer-focused with a passion for service excellence
Self-motivated, organized, and growth-oriented
This is an exciting opportunity to make a meaningful impact within a successful Farmers district while growing your career with a respected industry leader.
$58k-91k yearly est. 23d ago
Insurance Advisor Trainee- InsuraMatch
Travelers Insurance Company 4.4
Remote insurance account representative job
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Sales
**Compensation Overview**
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$41,200.00 - $67,900.00
**Target Openings**
20
**What Is the Opportunity?**
As an Insurance Advisor Trainee, you will learn to serve as a personal insurance advisor, helping customers across the country select their ideal insurance carrier and coverages. You will learn to make recommendations on additional products that best suit the customer's needs, when appropriate. We value a consultative, relationship-focused approach and seek sales professionals who can foster long-term customer relationships in a digital insurance agency. In this role, you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails until the sale is finalized. You will gain an understanding of our carriers and products through our comprehensive training program, making you an expert in Personal Insurance in all 50 states + Washington DC. With competitive compensation, great benefits starting day one and our driven sales teams, we know that InsuraMatch can help you accomplish your quest for a fulfilling career. As part of the hiring process, this position requires the completion of an online pre-employment assessment. Further information regarding the assessment including accommodation process, if needed, will be provided at such time as your candidacy is deemed appropriate for further consideration. Incumbents must obtain a Property and Casualty or Personal Lines Insurance producer license within first 4 weeks of employment date. (Incumbents will receive fully paid training and license sponsorship). This job works under direct supervision and does not manage others.
Candidates located within a commutable distance to: Knoxville, TN; Richardson, TX or Spokane, WA will work a hybrid work schedule.
The Schedule:
-Start Date: March 23rd, 2026
-Hybrid Work Arrangement: three days in office and two days remote
-Training: 9:00am-5:30pm local time - Monday- Friday for the first 4-6 weeks
-Post Training: 9:30am-6:00pm local time Monday-Friday plus 1 Saturday shift per month from 9:00am-5:30pm local time
Work Arrangement (Remote Schedule)
- Start Date: March 23rd, 2026
- Remote Work Arrangement
- Training: 9:00am - 5:30pm local time - Monday - Friday for the first 4 - 6 weeks
- Post Training: 12:30pm - 9:00pm local time - Monday - Friday plus 1 Saturday shift per month from 9:00am - 5:30pm local time.
**What Will You Do?**
+ Successfully complete a comprehensive 4 month paid training program in a classroom setting with ongoing support and resources, gaining knowledge of multiple personal lines insurance products across a diverse range of carriers.
+ Provide one-on-one insurance coverage guidance, connect current customers to additional products and services, and handle inbound and outbound calls in a call center environment.
+ Positively representInsuraMatch, establish customer rapport, and ensure exceptional customer experiences, while efficiently multitasking across multiple systems to gather all necessary information for quoting, underwriting, and closing sales.
+ Communicate effectively & professionally with customers verbally and via email
+ Acquire comprehensive product, underwriting, and sales expertise to counsel and sell available insurance products, while consistently meeting quality, efficiency, underwriting and sales metrics.
+ Receive and implement constructive feedback in the form of professional coaching.
+ Handles objections professionally while clearly articulating relevant product features, benefits, and value to the consumer.
+ This role is not responsible for cold calls or lead generation.
+ Successfully obtain and maintain Property & Casualty or Personal Lines license in resident state as well as all required non-resident licenses in each state that business is conducted within six months of date of hire.
+ Maintain continuing education requirements for the Property and Casualty or Personal Lines license obtained.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ A Bachelor's degree from an accredited four-year college or university is a plus.
+ Prior call center and sales experience
+ Personal Insurance product knowledge
+ Strong verbal and written communication skills
+ Able to multi-task within a high volume sales center environment and make appropriate business decisions quickly.
+ Able to demonstrate a positive and professional demeanor.
+ Adaptable to change.
**What is a Must Have?**
+ High school diploma or GED.
+ Licensing Requirements:
+ InsuraMatch is committed to a positive customer experience that exceeds expectations and to meeting all compliance requirements. As a result, InsuraMatch requires that all InsuraMatchInsurance Advisor Trainees obtain and maintain an insurance license (either Property and Casualty or Personal Lines) in your resident state.
+ Each state will evaluate any/all criminal and financial background incidents to determine license eligibility.
+ Applicants with a felony conviction or pending/unresolved court cases may not qualify for licenses in all required states. It is incumbents' responsibility to provide any/all required court documents needed to obtain your license(s). Travelers does not pay for and/or reimburse the cost or time needed to obtain any documents necessary to complete licensing applications.
+ Failure to pass the licensing exam within two attempts as well as the inability to obtain any required licenses within six (6) months from date of hire may result in termination of employment.
**What Is in It for You?**
+ **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
+ **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
+ **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
+ **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
+ **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
$41.2k-67.9k yearly 1d ago
Insurance Advisor Remote Flex, High Earnings
Housebuildr Inc.
Remote insurance account representative job
Job DescriptionBenefits:
Bonus based on performance
Company parties
Flexible schedule
Opportunity for advancement
Training & development
Remote or In-Office | Full-Time or Part-Time
Commission-Based with Bonuses
Initial 90-day in-office training with option to stay in-office or go fully remote afterward
Break Into an Industry That Rewards Hustle and Grit
This isnt a typical jobits a launchpad for high-achievers who want control over their income, schedule, and future.
Were looking for sharp, self-motivated individuals who want more than just a paycheck. Whether youre brand new or already licensed, if youre willing to learn and committed to growth, well show you how to succeed in life and health insurance sales, as well as retirement planning.
We dont just offer a positionwe provide a proven path and the support you need to run with it.
What the Role Looks Like:
Meet with clients via Zoom or in person to understand their needs
Help individuals and families choose the right life, health, and supplemental coverage
Handle applications, follow-ups, and renewals like a pro
Use modern tools (CRM, calendar apps, virtual meeting platforms) to manage your day
Stay current on products, carriers, and industry best practices
Work independently, while plugged into a team that always has your back
Who Thrives Here:
We value mindset over experience.
Driven, focused, and goal-oriented
Willing to learn and take feedback
Comfortable speaking with people virtually and in person
Able to stay organized and consistent without micromanagement
Licensed agents are welcomed, but you can get licensed after hiring if you show potential
Ideal for former athletes, customer service pros, and people who like to win
What Youll Gain:
In-depth, hands-on training for your first 90 days (in-office)
Flexibility to work remotely or remain in-office long-term
Continuous mentorship and developmentno matter where you work from
Commission-only structure with no earnings cap
Weekly and monthly bonus opportunities
Provided leadsno need to chase your own
Clear path to grow into leadership or management
If you're ready to build a meaningful, high-reward careernot just a jobapply today.
We're selective for a reason: we train winners, not babysit workers.
$47k-75k yearly est. 19d ago
Business Insurance Advisor
The Jones Co 4.5
Remote insurance account representative job
Career Opportunity -
Business Insurance Advisor
If you are looking for:
An employer that
invests in (and encourages)
your learning and growth
A professional work environment where
teammates
are supportive and accountable
An opportunity to
make a difference
in the lives of your clients and community
Standard working hours, with options for
remote work
and flexible schedules
A competitive salary with
outstanding benefits
A
family-oriented
employer that has been in business for over 60 years
Then we should talk, because we are always looking for:
Self-motivated individuals with an “old-fashioned”
work ethic and positive attitude
Someone with a proven ability to support and potentially lead a
team
A quick learner who can grasp
new concepts & ideas
in a fast paced environment
A client-focused professional
who is able to listen, communicate, and utilize technology
Title:
Business Insurance Advisor
FLSA Status:
Exempt
Shift:
1st
Reports to:
Outreach Director
Department:
Sales
Employment Status:
Full-time
Supervisory Responsibilities: None
Date Created/Last Evaluated:
October 2020
Summary
This position is directly responsible for prospecting, soliciting, quoting, and selling new Business InsuranceAccounts. Continuing to counsel and market to existing clients professionally is another essential function of the position. Specific Sales activities, goals and, service responsibilities are determined during the yearly planning process for this position and are monitored monthly.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications
Bachelor's degree preferred
NC Department of Insurance Property & Casualty License preferred
2+ years of experience in business-to-business sales
Knowledge, Skills, & Abilities
Ability to discuss, support, and sell insurance products in states where the agency functions.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
Must have excellent communication skills; written and verbal.
Must be an assertive self-starter with the ability to influence others.
Must excel at being client focused and able to work in a team-oriented environment
Should have demonstrated effective presentation skills through both verbal and written communications
Proven leadership ability
Supervisory Responsibilities
May have some supervisory responsibilities as the business grows.
Essential Functions
Identifies and develops relationships with qualified insurance buyers
Generates referrals for other team members
Creates and maintains detailed lists of current and prospective clients
Designs insurance plans and recommends coverages to clients
Surveys loss exposures, needs, and possible uninsurable or difficult to insure exposures for clients
Creates insurance proposals, makes sales presentations to prospective and existing clients on new and renewal basis
Communicates accurate and complete information to account management team in a polite and respectful manner
Meet scorecard goals
Physical Demands
This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary.
Work Environment
This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine.
Travel
Some travel is required to visit client sites.
$50k-67k yearly est. Auto-Apply 60d+ ago
Commercial Insurance Service/Sales Rep
Bennett & Porter 2.6
Remote insurance account representative job
Job Description
Bennett & Porter is a Scottsdale-based insurance and financial services firm founded in 2002 and recognized as one of Arizonas fastest-growing agencies. Our team is full of professionals who believe that education drives excellence. Our culture is built on trust, teamwork, and shared success. Industry recognition from Phoenix Business Journal, Ranking Arizona, and Claraphi reflects what our employees already know: this is a place where professionals are supported, valued, and given room to thrive.
We're seeking an experienced Commercial Insurance Service/Sales professional to support and grow our commercial book of business. This role blends high-level account service with light sales and marketing responsibilities, working closely with agents and underwriters to deliver exceptional results for clients. The position is fully remote
after
an initial in-office training period.
Base salary of $50,000 to $70,000 based on experience
Paid time off & paid holidays
Profit sharing
100 percent employer-paid medical, dental, and vision insurance
If you are looking for a long-term role with a respected firm that prioritizes people and performance, apply today!
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Hands on Training
Mon-Fri Schedule
Evenings off
Weekends off
Holidays Off
Paid Holidays
Team Building Activities
Paid Sick Leave
Responsibilities
Service and manage existing commercial insuranceaccounts
Support producers with daily account and client service needs
Market new and renewal accounts to appropriate carriers
Communicate directly with underwriters to negotiate terms and coverage
Attend client meetings and account visits alongside agents when needed
Requirements
An active insurance license is required
Three to five years of commercial insurance experience
Strong knowledge of commercial markets and coverage types
Proficiency with AMS360 and ImageRight
Strong communication, organization, and follow-through skills
Team-oriented mindset with a service-first approach
$50k-70k yearly 2d ago
Financial Representative | Remote Career | Flexible & Rewarding
Ohana Outreach Financial
Remote insurance account representative job
Job Description
If you've been searching for a career where your effort actually matters - this is it.
We'll teach you how to help families protect their future using our digital system and step-by-step client process. You'll get real training, real mentorship, and unlimited income potential.
Why It Works:
You work from anywhere with Wi-Fi.
Every client is pre-qualified and ready for help.
We provide everything - scripts, systems, support.
You'll Earn:
Commissions, bonuses, and incentive trips.
Health, dental, and vision options.
Leadership advancement and growth opportunities.
No bosses. No ceilings. Just results = rewards.
Who Thrives Here
People who are:
Coachable and willing to follow a proven process.
Self-driven and goal-oriented.
Good communicators who care about helping others.
Looking for long-term stability and income growth, not another short-term job.
No financial or sales experience is needed - our training covers everything. Licensing can be completed online in 1-2 weeks, and we'll guide you through it.
Why Apply Now
Most people spend years searching for a career that offers both income and lifestyle freedom. Here, you can build both - backed by real mentorship and an award-winning company culture.
If you've been craving a way to work from home, create flexibility, and make a difference for families while doing it, this could be your chance.
No scripts. No hype. Just a real opportunity to grow - on your terms.
Apply today, and we'll set up a short conversation to see if it's the right fit.
Requirements18+ and authorized to work in the U.S.
100% Uncapped Commission 1099
Able to pass a background check and complete licensing (3-7 days, we'll guide you through it every step of the way).
Prior experience in sales, customer service, leadership, or training is a plus-but not required.
Comfortable working remotely and independently.
BenefitsAll-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance.
Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income.
Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom.
True Agency Ownership - Build your own business with real contractual ownership.
Legacy Business Transfer - Pass your agency to a loved one and create generational wealth.
Free Life Insurance - One full year of coverage included for qualifying agents.
Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit.
Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider.
Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000.
• • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.
$32k-56k yearly est. 31d ago
Financial Representative State Farm Agent Team Member
Mark Rossmiller-State Farm Agent
Remote insurance account representative job
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
*This role requires previous State Farm experience Are you a motivated and customer-centric individual with a passion for sales and a desire to make a positive impact on people's lives? Do you dream of a rewarding career where your efforts are recognized and rewarded? Look no further! Mark Rossmiller State Farm is seeking a Sales Associate to join our dynamic and successful team.
About Us:
At Mark Rossmiller State Farm, we are more than just an insurance agency; we are a trusted partner in our customers' lives, providing them with protection and peace of mind. With years of experience and a commitment to exceptional customer service, we have built a strong reputation as a leader in the insurance industry. As a State Farm agency, we have access to a wide range of insurance and financial products, enabling us to provide tailored solutions to our valued clients.
About Mark Rossmiller
Local State Farm agent in Sun City Center, Florida
State Farm Experience since 1987
Chairman Circle Qualifier
Offering Health Insurance
FREE Insurance Review
llinois State University Graduate
Role and Responsibilities:
As a Sales Associate at Mark Rossmiller State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Customer Acquisition: Engaging with potential customers to understand their insurance needs and recommending personalized insurance and financial products that align with their unique requirements.
Lead Generation: Proactively seeking out new business opportunities through various channels, including referrals, networking events, and community involvement.
Consultative Selling: Conducting in-depth consultations with customers, identifying their coverage needs, and presenting suitable solutions in a clear and understandable manner.
Customer Relationship Management: Building strong and lasting relationships with clients, ensuring their satisfaction, and providing ongoing support.
Team Collaboration: Working closely with our team to achieve individual and team sales targets and contribute to the overall success of the agency.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Prior experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication abilities to effectively convey insurance concepts and provide top-notch customer service.
Customer-Centric: A strong commitment to providing outstanding service and building long-term relationships with clients.
Goal-Oriented: A self-motivated and goal-driven individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not required, familiarity with insurance products and industry practices will be advantageous.
Licensing - Must have or be able to attain
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
8:30-5:00
This is a remote position.
$28k-52k yearly est. 3d ago
Insurance Advisor, Personal Lines
The Baldwin Group 3.9
Remote insurance account representative job
Who We Are The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary: Insurance Advisor (Charlotte Sales & Tech Hub)
Let's clear something up-Insurance Advisor is our internal title, but yes, we're talking about licensed Insurance Agents. This role is all about connecting with people, understanding their needs, and helping them find the right coverage. You'll be working in a dynamic sales center environment, closing deals and making a real impact.
As a Top 20 Insurance Broker, we give you access to multiple carriers so you can offer your clients the best coverage at the best price. And yes-we provide all the leads!
Compensation: Base pay $41,600 + monthly commission
Location: 7910 Microsoft Way, Charlotte, NC 28277
Schedule: Monday-Friday 8am-5pm + one Saturday/month 9am-1pm
Remote Work: This is an in-office role
What You'll Be Doing
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.
What You Bring to the Table
Love talking to people? You'll be on the phone all day-so bring that energy!
Strong communication skills-both verbal and written
Persuasive, goal-oriented, and driven to succeed
Friendly, outgoing, and eager to grow our client base
Self-motivated and great at managing your time
Resilient-able to handle rejection and keep moving forward
Familiar with the sales process from start to finish
Experience in sales or call centers is a plus-but if you're outgoing and coachable, we want to talk!
Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred
What we Provide
Paid Training
Onsite gym with free access
Performance contests year-round with incentive awards
Onsite food trucks throughout the year
Quarterly top performer dinner
PTO + 12 paid holidays
Licensing Made Easy
We've got you covered! We'll pay for your 40-hour online Property & Casualty course, and you'll be compensated for your time studying. Pass the test, earn your P&C license, and you're good to go!
If you're ready to launch a rewarding career in insurance sales with a company that values your growth and success, we'd love to hear from you!
#LI- KL1
IND1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
$41.6k yearly Auto-Apply 8d ago
Financial Services Representative - State Farm Agent Team Member
Beth Moloughney-State Farm Agent
Remote insurance account representative job
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Paid time off
ROLE DESCRIPTION: As a Financial Service Rep with the Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
State Farm Experience required
FINRA Series 6 and 63 and 65 licenses required
Life Health License required
This is a remote position.
$29k-54k yearly est. 9d ago
Patient Financial Services Representative III
Fairview Health Services 4.2
Remote insurance account representative job
Fairview is looking for a Patient Financial Services Representative III to join our team. This position is responsible for billing and collection of accounts receivable for inpatient and outpatient accounts, ensures expected payment is collected and accounts are fully resolved, and resolves complex customer service issues. This position understands the importance of evaluating and securing all appropriate financial resources for patients to ensure proper adjudication.
Position Details
* 1.0 FTE (80 hours per pay period)
* day shift
* no weekends
* fully remote
Responsibilities
* Intentionally prevents untimely revenue shortfalls by taking action to resolve financial transactions appropriately and effectively to ensure collection of expected payment; escalates issues when appropriate.
* Completes daily work assignment timely and accurately in accordance with the identified productivity and quality standards set forth by the organization.
* Performs the best practice routine per department guidelines.
* Proactively looks for continuous process improvements involving people and technologies through tracking, trending, and providing feedback.
* Accelerates business outcomes by identifying ways to fully resolve accounts through single-touch resolution when possible.
* Understands revenue cycle and the importance of evaluating and securing all appropriate reimbursements from insurance or patients.
* Contacts payers via portal or provider service center to facilitate timely and accurate resolution of accounts.
* Responsible for processing external correspondence in a timely and efficient manner.
* Ensures internal correspondence is clearly and professionally communicated and processed expeditiously.
* Responsible for verification of insurance and/or patient demographics
* Understands expected payment amounts and Epic expected payment calculations to appropriately adjust accounts.
* Educates patients and/or guarantors of patient liability when appropriate.
* Understands and complies with all relevant laws, regulations, payer and internal policies, procedures, and standards, and applies this understanding through daily work
* Understands and Adheres to Revenue Cycle's Escalation Policy
* Demonstrates proficiency through daily work
* Responsible for processing accounts through multiple workflows
* Responsible for working accounts requiring more attention to detail
* Advanced knowledge of team procedures, standards, and policies, and applies this knowledge through daily work.
* Makes appropriate contacts with payers and other necessary parties to obtain and/or provide data or information needed to facilitate timely and accurate account resolution to expedite outcomes.
* Utilizes strong understanding of multiple systems/applications to ensure collection of expected payment.
* Utilizes knowledge of internal and external departmental functions and workflows to expedite and resolve when necessary.
Required Qualifications
* 1 year in a medical billing office setting or relevant experience
* Organizational skills
* Communication skills
* Attention to detail
Preferred Qualifications
* 2 years of medical billing office setting experience
* MS Office experience
* Insurance / follow up experience
* Coordination of benefits experience
* Epic, Brightree, Billing Bridge, or comparable software account experience
* Experience working with medical terminology
* Experience working with CPT-4 and ICD-10
* Knowledge of FV account review experience
* Knowledge of FV system applications
* Knowledge of FV RCM workflows
Benefit Overview
Fairview offers a generous benefit package including but not limited to medical, dental, vision plans, life insurance, short-term and long-term disability insurance, PTO and Sick and Safe Time, tuition reimbursement, retirement, early access to earned wages, and more! Please follow this link for additional information: *****************************************************
Compensation Disclaimer
An individual's pay rate within the posted range may be determined by various factors, including skills, knowledge, relevant education, experience, and market conditions. Additionally, our organization prioritizes pay equity and considers internal team equity when making any offer. Hiring at the maximum of the range is not typical. If your role is eligible for a sign-on bonus, the bonus program that is approved and in place at the time of offer, is what will be honored.
EEO Statement
EEO/Vet/Disabled: All qualified applicants will receive consideration without regard to any lawfully protected status
$27k-45k yearly est. Auto-Apply 5d ago
Financial Representative Entry Level
Abell District-Northwestern Mutual
Remote insurance account representative job
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Abell District Northwestern Mutual, we are proud to be in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. With a strong foundation of leadership and a culture rooted in collaboration, we provide the tools, mentorship, and clear pathways for professional development and advancement. Our team is equally passionate about creating impact beyond the office, exemplified by our annual Cure-Funding Golf Classic, which raised over $50,000 last year in support of childhood cancer research. This blend of career growth, community impact, and purpose-driven culture makes Abell District a place where ambitious professionals can truly thrive.
Our thriving office is located at: 1425 River Park Dr, Suite 100, Sacramento, CA
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Rick Abell, Managing Director:
Time with NM: 29 years.
Prior Experience: Began his career with Northwestern Mutual immediately after completing his MBA at Clemson University.
Passionate About: Rick is a dedicated husband and father to four childrentwo in college and two in high school. He is also passionate about giving back to the community and is proud that his team raised over $50,000 for childhood cancer research through their annual charity golf tournament.
Gina Loza, Director of Training, Philanthropy & Events:
Time with NM: 23 years.
Prior Experience: Worked in PR & Marketing for Chico Performances at CSU, Chico, promoting world music, dance, theater, lecture series, and other performance art.
Passionate About: Gina enjoys spending time with her two energetic boys (ages 8 and 6) and their Yellow Lab, Opie. She is a music lover and concertgoer (proud Swiftie!) and stays active as a devoted Peloton rider.
Toka Mwondela, Chief Development Officer:
Time with NM: 8 and a half years.
Prior Experience: Joined Northwestern Mutual right after graduating college and has grown his career ever since.
Passionate About: Toka loves sports of all kinds, especially when theres competition involved. He also enjoys riding his motorcycle, exploring the outdoors, spending time with friends and family, and cooking and sharing great food.
Jurome Saceda, College Unit Director:
Time with NM: Over 2 years.
Prior Experience: Worked as a Route Sales Representative with Bimbo Bakeries before transitioning into financial services.
Passionate About: Jurome enjoys quality time with his family, playing basketball as captain of his Comp REC and intramurals team, and recently developed a love for golf. He also has a passion for learning new things and connecting with new people.
Lars Ronten, Financial Advisor:
Time with NM: A little over 2 years.
Prior Experience: Served as a financial advisor with Edward Jones and also worked in outside sales.
Passionate About: Lars values time with family, playing and watching sports, and enjoying the outdoorsespecially golf. He is active in his community through coaching, volunteering, and local events in Lincoln, CA. He also loves traveling, cooking, and working on home projects.
Adam Besana, Growth & Development Director:
Time with NM: 6 years.
Prior Experience: College student at Chico State (go Wildcats!).
Passionate About: Enjoys spending time with his wife and two children. Loves the outdoorshunting, fishing, skiing, boating, and just about anything outside.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rick Abell is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$26k-41k yearly est. 2d ago
Remote Financial Representative- Entry Level
The Delaney Agency 4.1
Remote insurance account representative job
About the Opportunity: LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales. We have qualified leads and step-by-step training to help you succeed in a performance-based, commission-only role. If you're self-motivated and ready to work, we're ready to help you grow.
Key Responsibilities:
Conduct virtual consultations via phone or video with individuals who have requested information
Identify client needs and offer tailored coverage solutions
Follow up with prospects and manage your pipeline in our CRM
Participate in ongoing training and mentorship sessions
Work independently and meet individual performance goals
What We Offer:
Commission-based compensation with uncapped earning potential
Warm, high-intent leads
Remote work with flexible scheduling
Access to ongoing coaching, scripts, and support
Clear advancement path for motivated individuals
Qualifications:
No sales experience required-training provided
Excellent communication and interpersonal skills
Self-disciplined, goal-oriented, and coachable
Comfortable using basic digital tools (Zoom, CRM)
Must be legally authorized to work in the U.S.
Life insurance license preferred (or willingness to obtain with guidance)
Ready to take control of your time and income?
Apply today to join LifePro Recruitment and build a career that fits your goals and lifestyle.
Job Types: Full-time, Part-time, Permanent
Pay: $67,090.60 - $80,797.28 per year
Benefits:
Dental insurance
Flexible schedule
Health insurance
Vision insurance
Compensation Package:
1099 contract
Bonus opportunities
Commission only
Commission pay
Work Location: Remote
$25k-30k yearly est. Auto-Apply 26d ago
Financial Services Representative - State Farm Agent Team Member
Nicole Zirnsak-State Farm Agent
Remote insurance account representative job
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Wellness resources
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Nicole Zirnsak - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
This is a remote position.
$28k-49k yearly est. 8d ago
Remote Financial Services Representative - Full Training | 100% Commission
Anderson Johnson Agency LLC
Remote insurance account representative job
Job Description
About the Opportunity: Join a rapidly growing agency helping families across the U.S. protect what matters most. Whether you're licensed or just starting out, we'll provide the mentorship, training, and tools to help you thrive.
What You'll Do:
Work remotely from anywhere in the U.S.
Connect with clients who requested information - no cold calls
Offer coverage options from trusted carriers
Build relationships while protecting families
Option to develop your own agency
What We Offer:
Comprehensive virtual training
Step-by-step licensing guidance
Flexible scheduling (PT or FT)
Commission-based income with daily pay
Bonus programs
Warm leads and full team support
Compensation (Commission Only):
PT $1,500 - $3,000 / mo
FT $3,000 - $7,000 + / mo
We're Looking For:
Driven and coachable individuals
Clear communicators
Independent and goal-oriented
Ready to earn a license (we help you)
Requirements:
U.S. resident, 18 +
Background check
Internet + phone + computer
⚠️ No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your success will depend on your work ethic, ability to follow our system, and the demand in your selected market.
Apply Now to take control of your career and income.
Requirements
Must be 18 years or older
U.S. resident (currently hiring in the U.S. only)
Must be able to pass a background check
Willing to obtain a Life & Health insurance license (we help with this)
Comfortable working remotely with internet access
Strong communication skills
Self-motivated and coachable
Benefits
Remote work - work from anywhere
Flexible schedule - set your own hours
No income cap - performance-based pay
Access to warm leads - no cold calling
Daily pay from top-rated insurance carriers
Bonus structure available
Licensing support for new agents
Team mentorship & leadership development
Potential to grow your own agency
$1.5k-3k monthly 26d ago
Financial Services Representative
Primerica 4.6
Remote insurance account representative job
Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker
$31k-39k yearly est. Auto-Apply 60d+ ago
Financial Clearance Representative - Remote
McLaren Health Care 4.7
Remote insurance account representative job
Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Essential Functions and Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines.
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
* Performs duties otherwise assigned by management.
Qualifications:
Required:
* High school diploma or equivalent required
* One year experience in patient access, registration, billing or physician office
Preferred:
* One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification
Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25005267
* Daily Work Times: Standard Business Hours
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No
$33k-42k yearly est. 58d ago
Learn more about insurance account representative jobs