Key Facts

Remote From:

El Salvador , United States

Category: Insurance agent

Full time

Junior (1-2 years)

English

Hard Skills

Commercial Insurances Microsoft Dynamics CRM

Other Skills

•
Record Keeping
•
Communication
•
Multitasking
•
Organizational Skills
•
Detail Oriented
•
Social Skills

Roles & Responsibilities

U.S. Citizen (Mandatory)
Active US Insurance License
At least 1 year of experience in the insurance industry
Proven knowledge of commercial and personal lines

Requirements:

Build complete and correct quotes (Auto, Home, Umbrella) across carriers.
Ensure coverage, limits, and deductibles align with client needs and prior policies.
Navigate carrier systems efficiently and produce quotes within expected timeframes.
Process endorsements, renewals, cancellations, and rewrites; maintain complete and accurate documentation; identify and flag any coverage gaps or inconsistencies.

Job description

We are seeking a motivated and detail-oriented US Citizen Licensed Insurance Agent to join our team. The ideal candidate will have experience in quoting and policy servicing, with a strong understanding of insurance products (Commercial and personal lines) and customer service best practices. Experience working with clients in Texas, California, Florida, New York, or Utah is preferred but not required.

Key Responsibilities:

1. Quoting

Build complete and correct quotes (Auto, Home, Umbrella) across carriers
Ensure coverage, limits, and deductibles align with client needs and prior policies
Navigate carrier systems efficiently and produce quotes within expected timeframes

2. Policy Servicing

Process endorsements, renewals, cancellations, and rewrites correctly
Maintain complete and accurate documentation in the system
Identify and flag any coverage gaps or inconsistencies

Requirements

U.S. Citizen (Mandatory)
Active US Insurance License (required)
1 year of experience in the insurance industry
Proven knowledge of commercial and personal lines
Experience working with policies in Texas, California, Florida, New York, or Utah (preferred, not mandatory)
Knowledge of quoting processes and policy servicing
Strong communication and interpersonal skills
Excellent attention to detail and organizational skills
Ability to multitask and work in a fast-paced environment
Proficiency with CRM systems and Microsoft Office tools