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Insurance Sales Representative - 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.
$65k yearly 3d ago
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Insurance Broker- COMMISSION BASED SALES
True North Recruiters 4.4
Remote insurance account representative job
Job description
We are looking for Highly Motivated individuals to join the Agency. This is an opportunity to change your life. No matter the background, experience or education; people with drive and determination have profoundly impacted the lives of their clients and family and have taken control of their futures.
We pride in helping our agents become the best versions of themselves.
Free Top Tier training by top producers.
Personal Production bonuses.
1 on 1 mentorship with Agency Owner.
Proven system to generate top producing agents.
Remote work available.
CRM / Lead center available for each agent.
Warm qualified leads. NO COLD CALLING. (agent cost)
Ability to grow into your own agency.
Independent contracts with over 50+ A rated carriers.
1099 sales position.
We service thousands of Americans across the nation. We focus on mortgage protection, final expense. financial and retirement planning for everyday clients.
The average full time agent takes home around 10k-15k a month. This is based on full time hours and strong work ethic.**
We have agents who are issuing 100,000$ 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!
$64k-88k yearly est. 10d 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. 24d ago
Insurance Advisor
Tipton Agency
Remote insurance account representative job
The Tipton Agency is dedicated to helping individuals build tailored insurance portfolios that address their unique concerns, needs, and budgets. By partnering with over 40 top-rated carriers, we ensure that our clients receive the most affordable protection, including options for those who may not qualify for coverage in traditional sales environments.
Key Responsibilities:
Respond to client inquiries and communications without engaging in cold calling.
Meet with clients remotely via phone or Zoom to assess their insurance needs and provide suitable options.
Submit client applications to carriers for underwriting approval through our streamlined online process.
Position Details:
Flexibility: Both part-time and full-time positions are available, allowing you to set your own appointments and schedule.
Part-Time: 10-20 hours per week, with potential earnings of $30,000 to $60,000 annually.
Full-Time: 30-40 hours per week, with potential earnings of $125,000 to $200,000 annually.
We are looking for motivated individuals who are eager to support clients in achieving their financial protection goals while enjoying the freedom and flexibility of a remote work environment. Join us at The Tipton Agency and take the first step towards a fulfilling career in insurance advisory.
$59k-91k yearly est. 60d+ 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 2d 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.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
JOIN OUR DYNAMIC TEAM!
Are you an enthusiastic and detail-oriented lending professional with a passion for helping others? Do you enjoy the challenge of processing diverse loans applications? If so, we have an exciting opportunity for you to join our team as a Bilingual Financial Service Rep I.
We need a dynamic, goal oriented, person who likes meeting people and developing relationships, to help grow our branch in Sterling, IL. You will play a crucial role in our lending operations. You will be responsible for providing financial assistance, deposit and consumer loan services in a courteous and professional manner while providing prompt, efficient and accurate member service. Responsible for helping members navigate the loan application, approval and closing process. This will include recommending personal loan options to members and explaining their terms, determining risks for loaning to members based on their credit, and accurately processing paperwork.
THIS IS NOT A REMOTE POSITION.
Essential Functions:
Perform routine member transactions including, but not limited to, account inquiries & updates, transfers; check withdrawals, stop payments, request for check and statement copies, and general information.
Independently complete opening and closing of membership accounts including but not limited to lending and deposit accounts transactions (i.e. Consumer loans, deposit accounts including Money Markets) ensuring every detail is managed with precision..
Reviewing applications for accuracy and determining debt ratio, income, credit checks, any collateral and/or other requirements to assist member in obtaining a loan, and collect all CIPs required.
You will prepare loan applications for underwriters, liaising effectively to ensure smooth approvals.
Actively look for opportunities to cross-sell CCU technology & services (i.e. EARS, CCU website, Debit Card, Mobile capture, CU Branch, CU Bill Pay, GAP, Credit Life & Disability, etc)
Respond to inquiries made by members via telephone, in person or email in a timely, friendly and professional manner in both English and Spanish.
Ability to assist members with loan inquiries, loan applications, loan balance/payoffs, quote NADA values, quote AutoCare premiums.
Redeem US Savings Bonds and direct members to on line purchases of US Savings Bonds.
Engage with your dynamic team and manager to ensure lending goals are met each month, while actively assisting in building our membership base.
Remain aware of, understand and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Maintain professional appearance.
Maintain excellent attendance record, including punctuality and preparation.
Why join us? We believe in fostering a supportive and vibrant work environment. At our company you will have the chance to:
Make a difference in the lives of our members by helping them navigate their financial journeys.
Work alongside passionate professionals who share your enthusiasm for lending and member service.
Enjoy a competitive compensation, benefits, and opportunities for professional growth.
If you are ready to take your career to the next level and make a real impact in the community, and meet the minimum qualifications listed below....we want to hear from you. Apply today!
Note: The list of essential functions is not exhaustive. It may be supplemented as necessary from time to time.
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
Skills & Requirements
Qualifications:
Education
:
· HS Diploma or equivalent required.
Experience
:
· Two years or more in a financial institution with previous consumer lending & deposit account experience is required.
· NMLS registration is a plus
· Sales experience is a plus
Skills Required
:
· Bilingual English/Spanish fluency required.
· Must be service-minded and team oriented.
· Basic PC skills, including proficiency in Microsoft Word, Excel, and Outlook required.
· Requires effective member relation/cross selling skills.
· Ability to manage multiple priorities.
Performance Standards:
Meet new accounts goal monthly.
Meet Credit Disability monthly goal on eligible loans.
Meet Credit Life monthly goal on eligible loans.
Meet goal on Mechanical Repair Coverage Policies sold monthly.
Meet goal on GAP Policies sold monthly.
Meet minimum monthly loan volume goal.
Pay rate $23/hr-$28.00/hr, commensurate with experience.
This position includes a full benefit package which includes the Medical insurance, vision, dental, company paid employee life, short-term/long-term disability coverage, EAP, discounts and many other elections. You also get to enjoy a generous PTO and holiday plan and working with a close knit team.
Consumer Loans, Lender, Loan processor,
$23-28 hourly 22d 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 3d 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. 4d ago
Licensed Financial Service Representative
Stephen Simmons-State Farm Agency
Remote insurance account representative job
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of a remote Licensed Financial Services Representative. We seek an licensed energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience.
This role requires exceptional relationship building, organizational skills, attention to detail, and the ability to handle sensitive and confidential information with utmost discretion. The best candidate understands the State Farm Agency model and has market area operations acumen.
This remote position is only available to candidates who meet the following criteria:
Must be securities licensed and have experience in the Financial Services industry.
Must be willing and able to work at three office locations on-site with opportunity for occasional remote work.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
Develop new service opportunities with both existing and new clients.
As an Agent Team Member, you will receive...
Base Salary $80k - $100k depending on experience
Commissions
Paid time off (personal/sick days and vacation)
Paid holidays
Employer paid group health insurance
Matching 401(k)
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements
Prior financial services experience (required)
Securities licenses (required)
Life and Health license (required)
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$80k-100k yearly 15d 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. 10d 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 6d 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 27d 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 27d ago
Financial Services Representative State Farm Agent Team Member
Drew Federau-State Farm Agent
Remote insurance account representative job
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
With 12 years in business and a team of 9 full-time professionals, our agency is built on excellence, teamwork, and community connection. We provide monthly and quarterly team challenges with bonus opportunities, group medical coverage, and retirement contributions to support your success both at work and in life.
Our agency has been honored with multiple State Farm awards, including Ambassador Travel, SVP Club, and Honor Club - recognition that reflects our commitment to delivering exceptional service and coverage to every customer.
Outside the office, Drew is an avid golfer who enjoys traveling, and our team shares that same spirit of energy and engagement. Were also proud to give back to the community through volunteer efforts and local involvement.
If youre looking to join a supportive, award-winning team that values both hard work and community connection, wed love to hear from you!
ROLE DESCRIPTION:
Drew Federau - State Farm Agent is seeking a qualified and empathetic professional for the role of Financial Services Representative State Farm Agent Team Member. As a customer-oriented expert, you will market the best Life/Health insurance services and products to benefit clients and their families. Your sales experience equips you to continually grow your income as you provide the needed security for times of distress and vulnerability.
As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset.
RESPONSIBILITIES:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Work with the agent to establish and meet marketing goals.
Maintain a strong work ethic with a total commitment to success every day.
Work alongside your agencys team to ensure successful, exceptionally satisfying, and long-lasting customer relations.
QUALIFICATIONS:
Possess excellent communication skills.
Display good analytical skills.
Provide excellent customer service.
Life/Health Insurance License
Successful track record of meeting sales goals/quotas preferred
This is a remote position.
$30k-48k yearly est. 25d 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. 9d ago
Financial Services Representative State Farm Agent Team Member
Terry Stone-State Farm Agent
Remote insurance account representative job
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Training & development
ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Terry Stone - 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:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial services representative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
This is a remote position.
$28k-42k yearly est. 3d ago
Remote Financial Representative | Training + Mentorship | No Ceiling
Ohana Outreach Financial
Remote insurance account representative job
Job Description
We believe success is teachable.
You'll work alongside experienced leaders who've built six-figure incomes using this same system.
Your Role:
Conduct digital client sessions.
Build confidence through guided mentorship.
Follow our duplicable client process.
You'll Receive:
Training, tools, and flexibility.
Unlimited income potential.
Health, dental, and vision benefits.
Consistency beats experience - every time.
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.
$21k-34k yearly est. 13d 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. 59d ago
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