Candidate
Employer
University
Insurance Client Specialist
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Job Description
About the Job: Insurance Client Specialist at The Delaney Agency
The Delaney Agency is hiring an Insurance Client Specialist to support individuals and families who have already requested information about insurance solutions.
This is a remote, client-facing role focused on guiding clients through simple protection options using a structured, compliant process. You’ll work with inbound requests and conduct virtual consultations via phone or Zoom.
This position is commission-based and requires state insurance licensing.
What You’ll Do
- Connect with inbound client requests who have asked for insurance information
- Conduct virtual consultations by phone or Zoom
- Ask clear questions to understand client needs
- Present appropriate insurance options based on those needs
- Assist clients through the application process
- Follow company systems for scheduling, documentation, and follow-up
- Participate in required training and team meetings
Work Schedule
- Fully remote
- Flexible scheduling based on client availability
- Evening or weekend availability may be required
Compensation
- This is a performance-based, commission-only role.
- Earnings vary based on individual effort, activity, and results.
- Additional performance-based incentives may be available
- Ongoing training and operational support
Requirements
- Must be authorized to work in the United States
- Ability to pass a background check
- Reliable phone, computer, and internet connection
- Comfortable communicating by phone and video
- Ability to follow structured systems and processes
Licensing Requirement
An active Life Insurance License is required for this role. Candidates without a license must be willing to obtain one prior to client appointments. Guidance and resources are available for qualified applicants.
Preferred (Not Required)
- Experience in customer service, sales, or client-facing roles
- Comfort working independently in a remote environment
How to Apply
Qualified applicants will be contacted with next steps.
