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Insurance account representative work from home jobs

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  • Business Insurance Agent - Intermediate

    USAA 4.7company rating

    Remote job

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Business Insurance Agent - Intermediate, you will work in an inbound sales environment advising business owners on insurance and risk management, using a full suite of Commercial Insurance Products to address each member and/or non-member's unique risk profile. You will use knowledge of insurance marketplace, carrier appetite, and leverage underwriter relationships and knowledge of carrier contracts to place coverage for member's business. On a daily basis you will take incoming calls throughout the day (average 7-10 calls) for business insurance coverage collaborating with other insurance carriers. You will also have outbound follow-up calls with member and non-member customers. USAA provides 13-15 weeks of training so you understand our product offerings and can support each member and/or non-member independently. Training schedule hours are Monday - Friday, 8:00am-4:30pm Central Time, (9:00am-5:30pm Eastern Time). Work schedule hours are Monday - Friday, 9:30am-6:00pm Central Time (10:30am-7:00pm Eastern Time). This position can work remotely in the continental U.S. with occasional business travel. This is a full-time, hourly, non-commission position. What you'll do: Utilizes a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings. Builds and maintains relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions. Utilizes understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation. Classifies member's and/or non-members business and provide accurate risk management and risk mitigation solutions. Facilitates account reviews, by leveraging the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk. Researches industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues. Utilizes Intermediate knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings. Leverages intermediate knowledge of Carrier guidelines and processes to partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination). Leverages intermediate understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values. Provides select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma. 1 year of insurance sales and service experience and/or experience working in a high value, commercial insurance agency or broker setting. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: 2 or more years of Commercial Lines Insurance experience writing new business. (Not including renewals and/or servicing) 2 or more years working experience quoting and binding directly with the insured. Experience with Agency Management Systems and/or Salesforce. Experience working in a Commercial Lines multiple carrier environment. Experience writing Commercial lines in multiple states. Experience working in a call center environment. Active P&C General Lines License for home state. Compensation range: The salary range for this position is: $43,680.00 - $76,610.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). USAA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage. USAA will consider qualified applicants with a criminal history pursuant to the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $43.7k-76.6k yearly Auto-Apply 4d ago
  • Remote Insurance and Investments Financial Services Rep

    Rainmakers Inc. 3.7company rating

    Remote job

    Work From Anywhere Part-Time or Full-Time Insurance • Investments • Mortgage Looking for supplemental income or a career change? We train and license you to work in 3 of the most stable, high-paying industries no experience required. What's Included: Paid training + State & Federal licenses (covered) Flexible schedule perfect for travelers or stay-at-home professionals No quotas or income caps Residual income + bonuses + stock options Tax advantages (1099 contractor) Requirements: 18+ & no felony record Reliable Wi-Fi & Zoom access Self-motivated & trustworthy
    $31k-43k yearly est. 60d+ ago
  • Virtual Sales Insurance Specialist

    Globe Life: The Gelb Group

    Remote job

    Remote Sales Insurance Specialist Are you enthusiastic, self-motivated, and eager to learn? Do you thrive in a fast-paced environment and aren't afraid of hard work? If so, we want to hear from you! At Globe Life: The Gelb Group, we are dedicated to protecting the hardworking middle class. As a Virtual Sales Insurance Specialist, you'll embark on a structured 3-6 month training program designed to provide you with in-depth industry knowledge and hands-on experience. You'll gain valuable insights into our history, mission, and vision while developing the skills necessary to excel and grow within our company. What Youll Do: Master the daily operations of the business through hands-on training. Work directly with customers to tailor permanent benefits that meet their family's needs. Build and maintain strong relationships with organizations such as the Police Association, Nurses Association, Firefighters, Postal Workers, Labor Unions, and more. Develop essential skills in communication, leadership, organization, time management, networking, and team building. Learn business logistics and strategies to maximize earnings and profitability. What Were Looking For: Leadership experience is a plus, but not required. A strong willingness to learn and be coachable. Ability to accept and apply constructive feedback. Strong people skills and a great sense of humor! Highly organized and team-oriented. Company Perks & Benefits: Incentive Trips to destinations like Cabo, Tulum, Vegas, and Cancun. 100% Remote Work from anywhere! Weekly training calls to support professional growth. Performance-based weekly pay & bonuses. Health insurance reimbursement. Life insurance & retirement plan. If youre ready to take your career to the next level, apply today with your most up-to-date resume! Its not about where you startits about where you finish! Overview: American Income Life has been a leading provider of life and supplemental benefits for working families since 1951. We have established strong relationships with unions and associations across the United States. As the company grows rapidly, we are now offering remote positions to serve families across all time zones nationwide. This is an entry-level position with a potential annual income ranging from $60,000 to $80,000. Responsibilities: Assist clients by providing information about products and services Address client questions regarding their coverage Continuously develop and maintain an understanding of evolving products and services Regularly review client agreements to identify opportunities for cost-effective improvements Qualifications: Previous experience in customer service, sales, or a related field (not required) Ability to build rapport with clients Strong multitasking and organizational skills Positive, professional demeanor Excellent written and verbal communication skills What We're Looking For: A sharp individual with an entrepreneurial mindset A team player who thrives under pressure Someone with professional communication skills Benefits: Comprehensive hands-on training Weekly pay Performance-based bonuses Commission-based income Residual income opportunities Company-paid trips Remote work flexibility Compensation details: 55000-100000 Yearly Salary PI2b5eb8c266b9-31181-38920149
    $60k-80k yearly 8d ago
  • Insurance Broker- COMMISSION BASED SALES

    True North Recruiters 4.4company rating

    Remote 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 expenses. 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!
    $59k-82k yearly est. 12d ago
  • Insurance Advisor

    Tipton Agency

    Remote 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 Advisor Remote Flex, High Earnings

    Housebuildr Inc.

    Remote 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
  • Remote Financial Representative- Entry Level

    The Delaney Agency 4.1company rating

    Remote 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
    $67.1k-80.8k yearly Auto-Apply 5d ago
  • Part-Time Remote Insurance Advisor for Educators (Evenings/Weekends)

    The Semler Agency

    Remote job

    If you're a teacher who loves helping people but needs a flexible, part-time way to supplement your income, this opportunity may be a strong fit. We work with families across the U.S. to help them understand and secure life insurance protection. Much like teaching, this role is about listening, educating, guiding, and serving-not high-pressure sales. This is a remote, commission-only, 1099 role designed for individuals who are coachable, dependable, and willing to learn a new skill set. Many educators do well here because they are already skilled at explaining complex ideas, building trust, and following structured systems. Why Teachers Are a Good Fit You already know how to educate, not “sell” You're comfortable following a proven curriculum/process You care deeply about families and long-term outcomes You're used to feedback, coaching, and continuous improvement You value meaningful work over “quick money” What the Work Looks Like Meeting with families virtually (phone or Zoom) Explaining insurance options clearly and ethically Helping families choose coverage that fits their needs Completing applications and follow-ups Participating in ongoing training and coaching Most team members work evenings or weekends, making this realistic alongside a teaching schedule. Compensation & Structure* Commission-only (1099 independent contractor) Paid per policy placed (no hourly pay) Income is directly tied to activity and consistency No income cap for those who stick with the process This is not a side hustle you “set and forget.” It does require effort, follow-through, and a willingness to be coached. What We Provide Step-by-step training (no insurance experience required) Licensing guidance and support Weekly coaching and skill development A values-driven, supportive team environment Remote flexibility Who This Is (and Isn't) For This IS for you if you: Want part-time, remote work with flexibility Are open to learning something new Appreciate clear expectations and accountability Care about helping families make wise decisions This is NOT for you if you: Need guaranteed hourly pay Are unwilling to receive feedback Want something with little effort or responsibility Are uncomfortable with commission-based income Next Step If you're curious and want to learn more, apply to schedule a brief introductory conversation. We respect educators' time and will be upfront about expectations before moving forward. *NOTE: 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 level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the Insurance needs of the customers in the geographic areas in which you choose to work.
    $50k-77k yearly est. Auto-Apply 9d ago
  • Insurance Advisor REMOTE

    Griffiths Organization

    Remote job

    Remote Insurance Advisor Company: Globe Life AO Ready to take your career to the next level while enjoying the flexibility of working from home? At Globe Life AO, we empower professionals like you to thrive. As a Remote Client Success Specialist, you will engage with clients daily, providing expert advice and top-tier support to help them achieve their goals. With our consistent growth and expansion, we're looking for motivated, self-driven individuals to join our team. Enjoy uncapped earning potential, mentorship-driven growth, and the freedom to succeed at your own pace. What You'll Enjoy: Fully Remote: Work from home, wherever you are. Top-tier Training: Access virtual workshops, resources, and hands-on learning. Competitive Pay: Weekly compensation, performance bonuses, and no income caps. Union Benefits: OPEIU Local 277 representation, life insurance, and accidental death benefits. Health Support: Medical reimbursement benefits to support your well-being. Growth Opportunities: Leadership training, mentorship, and career development pathways. Exclusive Perks: Incentive trips, team-building activities, and state-of-the-art tech tools. What We're Looking For: Strong Communicators: Exceptional listening and problem-solving abilities. Quick Learners: Ability to adapt to a fast-paced, ever-changing environment. Self-Motivated: A go-getter who thrives independently and as part of a team. Goal-Oriented: A solid work ethic and drive to meet and exceed goals. Your Key Responsibilities: Client Onboarding: Ensure smooth, seamless onboarding for new clients. Personalized Service: Provide tailored solutions that meet clients' unique needs. Proactive Support: Respond to client inquiries and resolve issues promptly. Client Growth: Build your client base using strategic networking techniques. Regulatory Compliance: Adhere to company policies and industry regulations. Efficient Scheduling: Organize appointments to optimize your daily productivity. Why Globe Life AO? This isn't just another job-it's an opportunity to make a real impact in the lives of our clients while building a fulfilling, long-term career. We're dedicated to your growth and success in a high-performance, supportive environment. If you're driven, eager to grow, and ready to join a company that prioritizes both professional and personal excellence, apply today and become a key member of our expanding team!
    $50k-76k yearly est. Auto-Apply 4d ago
  • Business Insurance Advisor

    The Jones Co 4.5company rating

    Remote 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 Insurance Accounts. 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 Advisor

    Sovereign Insurance Group

    Remote job

    Job DescriptionWe are seeking a high-level with a proven track record of new business success and established expertise in a specific niche market. This is an opportunity to build upon your existing reputation, deepen your specialty, and grow within a firm that values long-term contributions. We are open to producers with a proven record in our current specialties (houses of worship, private/charter schools, nonprofits, real estate) or in other niche areas where you bring established expertise and the ability to expand Sovereign's footprint. A Long-Term Home - In a consolidating industry where producers often get lost, Sovereign is committed to building careers, not just books. Here, producers actually matter-your role isn't replaced by pitch teams, and you stay connected throughout the full lifecycle of client relationships. Stability + Growth - Six decades of history and continued double-digit growth mean your career is anchored in both security and momentum. Practice Leadership - Producers with established niche expertise have the opportunity to lead and grow their specialty within the firm. Support That Multiplies Your Impact - Sovereign equips you with lead generation support, proposal automation, and market-leading client retention through a strong service team. Uncapped Income Potential - Commission is unlimited. Compensation packages are competitive and negotiable based on experience, proven performance, and growth goals. We offer flexibility including a higher starting salary that tapers as commissions grow. Flexibility with Support - Producers based near our Pennsylvania office work in person while also serving clients nationally. For producers located outside the region, we support a fully remote structure with a dedicated travel budget to engage with clients and prospects. In either case, you'll have the tools, service team, and autonomy to succeed. Responsibilities Responsible for generating prospects, providing insurance solutions, and supporting the client. Create and maintain prospect lists of potential clients through warm and cold calling. Identify clients' insurance needs, gaps in coverage, and potential premium savings. Obtain accurate information from prospects for comprehensive submissions to insurers. Maintain concern for timeliness and accuracy when interacting with clients, agency, and company personnel. Work within a team structure to help provide clients with continued support even after sales cycle is completed. Perform other duties that may be required or assigned by the supervisor. Requirements 5+ years of production success in P&C insurance. Demonstrated expertise and reputation in a specific niche market (current Sovereign specialties or others). A strong record of new business growth and client retention. Desire to take ownership of building a practice and reputation within a supportive, team-oriented environment. Entrepreneurial spirit paired with a commitment to collaboration and client service. Has a proven production track record with established client relationships. Brings recognized expertise in a niche market and the credibility to be seen as a subject matter expert. Wants to be a practice leader, not just a salesperson. Values being part of a firm where long-term contributions are recognized, appreciated, and rewarded Benefits Competitive salary, commensurate with experience with uncapped commission. Health insurance, vision, dental, life insurance, and more. This includes an employer-sponsored HSA, paid coverage for employees, and cost-sharing for families. 401K with employer matching. PTO and paid holidays to support work-life balance. PTO is based on experience and is expected to increase over time. A casual office environment with a dedicated and professional team. Opportunity to gain all necessary licenses. In-Office opportunities in Tampa, FL and Berwyn, PA. About Sovereign Insurance Group Since 1959, Sovereign Insurance Group has been a leader in the nonprofit, commercial property and casualty marketplace. A growing company that has expanded from one location in Southeastern PA to a multi-state organization, we are poised to continue our expansion. We believe in approaching our clients, our insurance companies, and our employees with humility and always considering the other party's interests above our own. This philosophy guides us in taking our talents, our time, and industry know-how to provide the best overall results we can for our clients. Powered by JazzHR 5S9hFWhDRK
    $55k-84k yearly est. 15d ago
  • Financial Representative State Farm Agent Team Member

    Mark Rossmiller-State Farm Agent

    Remote 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
  • Work-From-Home Insurance Advisor - Full Training | Commission Based

    Anderson Johnson Agency LLC

    Remote job

    Job Description About the Opportunity: Join a team that's redefining what work-life balance can look like. We're looking for motivated, teachable individuals who want to help families and earn uncapped income in a remote career. What You'll Do: Work remotely from your home office Reach out to clients who requested life insurance quotes (no cold calling) Offer coverage options from highly rated carriers Support families with tailored protection plans Opportunity to grow into leadership or agency ownership What We Offer: In-depth virtual training and mentorship Licensing help for unlicensed candidates Flexible work hours (part-time or full-time) Commission-based pay with daily deposits Bonus programs and growth incentives Proven leads, tools, and team support Compensation (Commission Only): PT $1,500 - $3,000 / mo FT $3,000 - $7,000 + / mo We're Looking For: Self-motivated individuals who want to grow Great communicators Organized, reliable, and coachable Willing to get licensed (training provided) Requirements: Must be a U.S. resident, age 18+ Pass background check Computer, phone, and internet connection ⚠️ 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 start a remote career with unlimited potential. 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
  • Patient Financial Services Representative

    Fairview Health Services 4.2company rating

    Remote job

    Fairview is looking for a Patient Financial Services Representative 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 Required Qualifications * 1 year 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 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 4d ago
  • Financial Services Representative State Farm Agent Team Member

    Drew Federau-State Farm Agent

    Remote 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. 23d ago
  • Financial Representative Entry Level

    Abell District-Northwestern Mutual

    Remote job

    Job DescriptionBenefits: Retirement 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. 23d ago
  • Remote Student Finance Representative

    Stratatech Education Group 4.0company rating

    Remote job

    Student Finance Representative - Help Students Fund Their Future Are you passionate about helping people take the first step toward a better life? As a Student Finance Representative, you'll be the guide who helps students understand their financial aid options and start their journey in skilled trades education. What You'll Do: Interview and advise students and families on financial aid programs Walk applicants through FAFSA, aid applications, and eligibility Review and award aid in compliance with federal, state, and school policies Provide friendly, knowledgeable support in person, by phone, and online Stay up to date on regulations and partner closely with Admissions Deliver top-notch service and be a key part of each student's success story Attend and celebrate student achievements at graduation ceremonies What You Need: Associate degree preferred 2+ years in financial aid, customer service, or a related field Strong communication, organization, and people skills A positive attitude and a passion for student success Why You'll Love It: Medical, dental, vision (free options available) 12 paid holidays + your birthday off PTO, 401(k) match, tuition reimbursement Headspace, wellness programs, pet insurance, and more Our Core Values: We are Challenging and Fun, Creating an Incredible Work Environment, full of Genuine People, and always a Force For Good. If you're ready to change lives while building a rewarding career, apply now and start making an impact.
    $25k-34k yearly est. 60d+ ago
  • Patient Financial Service Representative I

    CWI Landholdings 3.0company rating

    Remote job

    At Children's Wisconsin, we believe kids deserve the best. Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country. We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today. Please follow this link for a closer look at what it's like to work at Children's Wisconsin: *********************************** Job Summary: Responsible for answering a high volume of inbound daily telephone calls within Patient Financial Services department, a cross-functional department supporting all areas of Children's Hospital and Children's Specialty Group (MCW) revenue cycle. As the front line of CHW and MCW/CSG's revenue cycle, must provide exemplary service to our patients and families showing empathy and compassion while still working to meet the goals of resolving account balances. Troubleshoots and problem solves patient family billing, payer, payment posting or system issues for all areas of the organization. Essential Functions: Works as part of a cross-functional team that must maintain knowledge of all hospital billing, physician billing, coding, medical records, and financial clearance functions across multiple service areas. Acts as a patient resource for navigating through the various departments of our health system. Works in a fast-paced call center environment, promptly and professionally answering inbound telephone calls, meeting department service standards and expectations. Negotiates payment plan arrangement and screens for financial assistance needs. Responds to patient's questions in a timely, professional manner Multi-tasks by working accounts in work queues to resolve self-pay balance issues while answering inbound calls. Utilizes patient billing software, which includes adding appropriate documentation of steps taken to obtain payment, respond to inquiries or resolve accounts Educates and supports parents, families, and representatives with questions regarding CHW account balances. Educates families on insurance and revenue cycle processes. Determines when rebilling is appropriate and takes necessary steps in billing system to complete. Legacy Essential Functions: Reviews in-coming correspondence and respond accordingly. Updates billing information Reviews and updates return mail with new addresses Utilizes Forward Health eligibility website to search for coverage for uninsured patients and takes necessary steps in billing system to complete eligibility check Investigates and resolves straight forward credit balances. Determines appropriate next steps; transferring funds, requesting patient refund Collaborates with Financial Counseling, Social Services, Patient Relations, Account Resolution Reps or other department members to resolve patient concerns, and patient balances Works within the Medical College of WI service area in billing system to resolve shared services account balances Escalates situations to leadership when appropriate for service recovery and timely resolution Education: High School graduate or Certificate of General Educational Development (GED) or High School Equivalency Diploma (HSED) Required Experience: 1+ years related experience in insurance, collections, or customer service experience preferably in a healthcare setting. Required Knowledge, Skills and Abilities: Knowledge of claims processing and computerized systems desirable. Interpersonal skills necessary to efficiently respond to questions from patients and families regarding hospital financial policies, outside agencies' programs and physician offices to help resolve patient financial issues. Ability to hold composure and poise in escalated situations. Strong multi-tasking, organizational and time management skills. Ability to verbally communicate effectively in a professional manner to families, physicians and outside agencies. Ability to work as part of a team, demonstrating collaboration and flexibility. Must have knowledge of all revenue cycle operations and processes. Must be able to read and interpret insurance explanation of benefits to accurately process work and resolve problems Required for All Jobs: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that may be requested in the performance of this job. Employment is at-will. This document does not create an employment contract, implied or otherwise. Full Remote Work Opportunity! Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law. Certifications/Licenses:
    $24k-35k yearly est. Auto-Apply 7d ago
  • Financial Services Representative

    Primerica 4.6company rating

    Remote 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. 60d+ ago
  • Financial Clearance Representative - Remote

    McLaren Health Care 4.7company rating

    Remote 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. 28d ago

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