Virtual Insurance Agent

3 weeks ago


Arlington, Virginia, United States The Bourdon Agencies Full time
Job Summary

We are seeking a highly skilled Virtual Insurance Agent to join our team at The Bourdon Agencies. As a key member of our virtual insurance agency, you will be responsible for identifying sales opportunities, developing marketing strategies, and providing exceptional customer service to our clients.

Key Responsibilities:

  • Sales and Marketing:
  • Identify prospective clients through various channels, including networking, referrals, and digital platforms.
  • Develop and implement effective marketing strategies to promote insurance products to potential customers.
  • Present and sell insurance policies to clients through virtual meetings and communications.
  • Customer Relationship Management:
  • Establish and maintain strong relationships with clients to understand their insurance needs and provide personalized service.
  • Conduct regular follow-ups and reviews of clients' insurance policies to ensure coverage is current and appropriate.
  • Handle client inquiries and service requests promptly and professionally.
  • Policy and Claims Management:
  • Assist clients in completing insurance applications and ensure all documentation is accurate and complete.
  • Explain policy terms, conditions, and coverage details to clients.
  • Guide clients through the claims process and provide support in filing and resolving claims.
  • Administrative Duties:
  • Maintain accurate records of client interactions, policies, and transactions.
  • Prepare reports on sales activities and customer interactions.
  • Stay updated on industry trends, regulations, and new insurance products.

Requirements:

  • High school diploma or equivalent required; bachelor's degree in business, finance, or a related field preferred.
  • Completion of a course with a plan to obtain relevant insurance licenses as required by state/provincial regulations.
  • Previous experience in insurance sales or customer service is advantageous but not required.

What We Offer:

  • Commission-based weekly pay.
  • Opportunities for ongoing training and professional development.
  • Support for obtaining additional insurance certifications and licenses.

About Us:

The Bourdon Agencies is a dynamic virtual insurance agency dedicated to providing personalized insurance solutions that empower clients to make informed decisions about their coverage. With a focus on innovation and customer service, we leverage cutting-edge technology to build strong relationships with clients while offering a flexible work environment for our team.


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