This is a full-time remote role for an Insurance Professional. The Insurance Professional will be responsible for analyzing insurance needs, providing expert guidance on policy options, and assisting with the management of insurance portfolios. Additional responsibilities include leveraging insurance brokerage contacts to connect clients with optimal solutions and delivering exceptional customer service. Regular communication with clients, processing claims, and addressing inquiries will be key aspects of the role.

We are accepting applications from individuals who have relevant experience and are in the process of obtaining their Life, Health and Accident license in the State of California. 

Skills and Qualifications:

• Expertise in Insurance and Insurance Brokerage practices preferred
• Knowledge and experience in Finance principles related to insurance preferred
• Strong Communication and Customer Service skills
• Ability to work independently in a remote environment
• Relevant certifications or licenses in the insurance field are a plus
• Prior experience in managing insurance portfolios or claim processing is highly beneficial