More businesses — including insurance companies — are continuously adopting the approach of remote work as a strategy.
For this reason, it’s important for you to know the best jobs that you can do as a licensed insurance agent, all from the comfort of your home.
These roles include and require offering personal services to the customers without necessarily having physical interactions.
You can do this by first understanding the company’s products and services, as well as the customers’ information. Later you can have phone conversations, online meetings, or exchange emails regarding the next steps that a customer should take.
Here are three great jobs that you can do from home, either on a part-time or full-time basis.
- A work-from-home insurance sales agent
- A remote customer service insurance agent
- A virtual assistant for an insurance company
A Work-From-Home Insurance Sales Agent
This is a straightforward customer onboarding responsibility.
Insurance companies strategize on hiring sales agents in multiple business environments. The aim is to expand its customer outreach, and that is why securing a work-from-home sales agent job is a winner — the enterprise trusts you as a business representative in that area.
A sales agent’s main challenge is to sell the insurance policies to people. You need to convince potential clients that the insurance company will take excellent care of them and their families.
In this way, a successful insurance sales agent assures customers they will get value for their money.
Here are some tips.
Some of the duties in this role include looking for new clients, following up on a list of leads, and explaining the benefits of each plan to customers.
Most employers will match you with leads that live in your area, and that is a plus.
Your job as a work-from-home sales agent becomes easier, because you are dealing with your neighbors. So, since you know their environment, prevailing risks — and subsequently their needs — your tactic is definite.
Accordingly, you can sell the right products to the right customers.
To over-achieve your targets, you should balance between acquiring new sales and introducing additional products to existing customers. For instance, once you onboard life insurance customers, you can go ahead and introduce another policy — such as a health insurance cover.
The benefit of doing this is increasing your client base portfolio, which consequently and directly raises your earnings at the end of the month.
That is the most exciting catch in this role — it’s based on capitalizing on commissions. The more you sell, the more you earn.
A Remote Insurance Customer Service Agent
According to the United States Bureau of Labor Statistics, the insurance industry ranked second among the largest employers of customer service representatives in 2019. Therefore, there are many opportunities in this category that you can exploit.
Practicing customer service in the insurance industry requires you to have intensive one-on-one interactions with customers.
As an educated insurance agent with a practicing license, all you need is to sharpen your interpersonal skills. You must listen with empathy, be patient, put the customers’ needs and wants first, and have strong problem-solving skills.
The main task here is to help customers with their issues by talking with them. You can do this either verbally via phone or internet calls, or in writing through emails and chats.
A good example of such tasks includes contact center agents and after-sales customer representatives.
After conversing with clients, your employer expects you to handle complaints, explain the details of services or products to the buyer, record their details and or updates, and sometimes escalate issues by referring specific cases to supervisors.
As an insurance agent, your output is reflected in the ability to advise customers on the best policy plans that match their capacity. The process includes explaining the premium breakdowns, and, in some cases, resolving disputes with corporates.
You are the link between the customers and the insurance company.
The advantage of this role is that it demands little to no experience. The fundamental prerequisite is proficiency in basic technology for communication, such as email, social media, live chat, and other messaging platforms.
A Virtual Assistant for an Insurance Company
To effectively and efficiently manage the day to day business activities, managers work with onsite or virtual assistants.
Insurance industries have equally embraced the trend of working with virtual assistants.
An insurance virtual assistant mainly undertakes the administrative work. These duties include generating leads by using different applications and paid software, data entry (like transcribing calls), analyzing customer data, bookkeeping, and marketing the brand.
Like most other virtual assistant work-from-home jobs, the hiring manager gives on the job training.The employer will provide the necessary technical tools and materials that you require to complete work — including the login details to systems and communication platforms. However, you need to have good internet connectivity and a working computer.
That means that virtual assistant jobs in the insurance industry are not necessarily role-specific. They are suggested by the gaps the company wants to fill — which you can deliver remotely.
The major pro in this role is that you work as part of the company without necessarily having to commute to an office. You become a crucial team member and contribute to its success as you work at home.
How to Find Remote Jobs as a Work-From-Home Insurance License Owner
The above three roles show you the diversity of options that insurance agents can choose from to secure an opportunity to work at home. You can take full advantage of the flexibility of insurance agent work, and earn a living as you work at home.
To get you started, we’ll give you a two-step guide to locating the best online job sites that you can visit to find the best insurance agent work-from-home jobs.
First, you must be careful to choose credible websites. There is a variety, so ensure that you do your due diligence and only register with acknowledged online sites.
Second, choose the online sites that give you the most benefits. For instance, some hire on behalf of the company clients and offer additional services — like training. More so, once you are a registered member, they can share updates on new job posts and other information.
Others simply act as a catalog for remote work. They post the career vacancies and you have to visit the companies’ webpage and submit your application.
Though both are good, the ones that offer additional services are more advantageous.
As an insurance agent, the first option will work best for you. The reason for this is that such online sites ensure you are an all-rounded work-from-home agent.
Small Revolution is a good example of the first category. It gives a quick start guide to working online, and has an easy to navigate job board. Once you’re equipped with all the key work-from-home skills, you can apply for jobs on their website.
Fortunately, this site provides opportunities in all three categories mentioned above.
This means that, in addition to your professional insurance license, you obtain other skills that complement your insurance agent work.
How to Improve Productivity as a Work-From-Home Licensed Insurance Agent
Once you get a good work-from-home job, you must work hard to maintain it and advance your career.
Consider taking initiatives that will arm you with important skills and that can improve the quality of your work. Online courses that enhance your capacity as a work-from-home licensed insurance agent are a wise investment.
To improve your insurance knowledge base, you can enroll in online insurance licensing schools.
For example, the National Online Insurance School offers studies that you can take on life and health insurance. You do your exams from home within two weeks.
More importantly, invest in developing soft skills that complement your profession.
For instance, as a virtual assistant, you need to maintain professionalism with your employer and clients. This course on cultivating successful behavior and habits as a virtual assistant is an excellent guide.
Other classes include the global language and culture for customer service.
Visit Small Revolution to enroll and advance your career.