Sales Insurance Executive

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Identify, research, and qualify potential insurance clients through inbound inquiries, outbound outreach, referrals, networking, and approved sales channels.

• Develop and sustain a sales pipeline by prospecting and following up with leads.

• Cultivate relationships with prospective and existing clients to understand their insurance needs.

• Conduct discovery calls to gather information on clients, risks, coverage, budgets, and renewals.

• Present insurance products, coverage options, policy features, exclusions, terms, and pricing details.

• Prepare and deliver sales presentations, proposals, quotes, coverage comparisons, and client-facing materials.

• Manage opportunities from initial contact through quotation, application, underwriting review, binding, and post-sale handoff.

• Achieve or surpass sales targets, activity goals, conversion objectives, and service-level expectations.

• Address client inquiries and provide updates on quotes, applications, underwriting, approvals, policy issuance, and outstanding items.

• Detect cross-selling and account expansion opportunities while supporting client retention and renewals.

• Collect and verify client information, applications, financial details, risk data, loss history, and supporting documentation.

• Coordinate quote requests with carriers, brokers, underwriters, and internal insurance teams.

• Review quotes and proposals for completeness, accuracy, coverage details, premiums, commissions, dates, and requirements.

• Track milestones related to applications, underwriting, inspection, approval, binding, and policy issuance.

• Assist with policy changes, endorsements, renewals, certificates, binders, declarations, invoices, and insurance documentation.

• Maintain accurate records of prospects, clients, opportunities, activities, quotes, and policies in CRM and insurance management systems.

• Prepare sales forecasts, pipeline reports, activity reports, conversion updates, and performance reports.

• Collaborate with accounting and finance teams on invoices, payments, commissions, refunds, adjustments, and billing discrepancies.

• Adhere to insurance sales practices, licensing requirements, disclosure standards, privacy procedures, and internal compliance policies.

• Safeguard confidential client, policy, financial, and business information.

• Collaborate with insurance, accounting, finance, underwriting, claims, operations, and customer service teams.

• Participate in meetings, product training, sales coaching, process reviews, and business development initiatives.

• Stay updated on insurance products, market trends, carrier guidelines, client needs, and industry practices.

• Share client feedback and sales challenges to facilitate process, product, and service enhancements.

⛳️ Requirements

• Associate degree or bachelor's degree in Business Administration, Insurance, Finance, Accounting, Marketing, Communications, or a related field.

• 2+ years of experience in insurance sales, financial services sales, business development, account management, or a related customer-facing role.

• Excellent English communication skills, both written and verbal.

• Capability to prospect, qualify leads, present solutions, manage a sales pipeline, and close or advance opportunities.

• Consultative selling skills with the ability to clearly explain insurance concepts.

• Professional skills in phone, email, presentations, negotiation, and follow-up.

• Strong customer relationship management and organizational skills.

• Proficient in using CRM systems, sales tools, spreadsheets, online meeting platforms, and insurance management systems.

• Keen attention to detail when reviewing quotes, applications, policies, invoices, and client documentation.

• Ability to independently manage multiple prospects, client requests, deadlines, and sales priorities.

• Capacity to handle confidential customer, policy, financial, and business information with discretion.

• Reliable internet connection and appropriate home office setup.

• Ability to collaborate effectively with remote or international teams.

• Active insurance license or willingness and capability to obtain the required license, where applicable.

• Experience with personal lines, commercial lines, employee benefits, life insurance, health insurance, property and casualty insurance, or other insurance products.

• Experience with insurance agencies, carriers, brokers, financial services firms, or accounting-focused organizations.

• Familiarity with insurance quoting, underwriting, policy issuance, renewals, endorsements, certificates, claims, and billing workflows.

• Experience selling to U.S.-based clients or supporting U.S. insurance and financial services operations.

• Knowledge of insurance licensing, privacy, consumer protection, and sales compliance practices.

• Experience using CRM platforms, insurance agency management systems, quoting tools, or sales reporting software.

• Proven track record of meeting or exceeding sales quotas, revenue targets, or business development goals.

🏝️ Benefits

• Competitive compensation.

• Opportunities for professional development and career advancement.

• Collaborative, international work environment.

• Exposure to a diverse array of clients, carriers, and industry professionals.

• Supportive team atmosphere.