Remote Insurance Consultant

Description

🚀Remote Insurance Consultant

Annual Salary: $88,968 | Fully Remote | Full-Time

🌐 Introduction: Redefine the Future of Insurance—From Anywhere

Are you a solutions-driven professional passionate about protecting what matters most to individuals and businesses? Do you thrive in virtual environments, leveraging data insights and digital platforms to guide decisions and build lasting trust?

As a Remote Insurance Consultant, you’ll be at the intersection of modern technology and personalized customer engagement. This is your opportunity to join a dynamic, growth-focused team where innovation meets empathy—and where your strategic thinking and digital fluency will shape the future of remote advisory services.

🧹 Key Responsibilities: Empower Clients With Data and Insight

In this tech-forward role, you won’t just advise—you’ll optimize. You’ll harness smart analytics, cloud-based CRM tools, and intelligent workflow systems to tailor client-centric insurance strategies.

  • Consult & Advise: Engage clients virtually to evaluate their personal or commercial insurance needs using data-driven assessment models.
  • Customize Policies: Leverage actuarial data, risk profiles, and AI-backed product comparison platforms to recommend the most appropriate coverage.
  • Digital Claims Guidance: We assist clients with policy updates and digital claims processing using secure online platforms and intuitive client portals.
  • Trend Monitoring: Stay ahead of insurance trends, regulatory updates, and insurtech innovations to maintain cutting-edge advisory standards.
  • Workflow Efficiency: Use collaborative digital tools like Notion, Slack, and Trello to streamline real-time communications and case tracking.
  • Reporting & Analytics: Prepare actionable reports using business intelligence software to track KPIs such as policy retention rate, satisfaction scores, and client lifetime value.

🛠 Tools & Technology: Powered by Innovation

We believe technology enhances—not replaces—the human connection. Our ecosystem includes a tech stack engineered for impact, efficiency, and customer satisfaction.

Platform Use Case
Salesforce CRM Automated client lifecycle management
Tableau Advanced data visualization and reporting
DocuSign Secure e-signature and policy delivery
Zoom & Loom Real-time & asynchronous consultations
ChatGPT API Enhanced documentation and email drafting
AWS Cloud Secure data storage and scalable systems

Expect regular exposure to API integrations, AI-enhanced workflows, and cloud-first collaboration platforms. Our consultants aren’t just advisors—they’re remote-ready digital professionals who thrive in tech-enhanced ecosystems.

📊 Why Us? Metrics That Matter

We’ve built a model that delivers results:

  • 🚀 92% client satisfaction on remote insurance consultations
  • 📈 27% faster claims resolutions using AI-assisted claim routing
  • 💼 68% policy retention rate year-over-year through personalized digital engagement
  • 🌍 Remote team across 11 time zones—collaboration without borders

You’ll be part of a team that values transparency, continuous learning, and client advocacy backed by analytics.

🌱 Growth Opportunities: Build the Career You Envision

Your journey with us is just beginning. We provide:

  • Quarterly skills development programs in insurance tech, virtual consulting, and digital communications
  • Access to Insurtech accelerators and online certification sponsorships
  • Career mobility across consulting, underwriting, and risk intelligence roles
  • Cross-functional exposure with cybersecurity, AI ethics, and customer experience teams

Whether you're refining your advisory skill set or exploring cross-specialty innovation, we support your growth every step of the way.

👥 Remote Work Culture: Human-Centered and Tech-Driven

We’ve reimagined workplace culture for a digital-first era. Here’s what sets our environment apart:

  • Async-friendly workflow: Work when you're most productive with transparent deadlines and shared task boards.
  • Global collaboration: Participate in virtual summits, strategy sprints, and knowledge-sharing sessions across continents.
  • Wellness support: Monthly stipends for home office upgrades, wellness apps, or productivity tools.
  • Inclusion by design: We invest in tools and practices that ensure equal access, belonging, and voice for every remote team member.

We don't just "support" remote work—we architect it for success.

🧠 Ideal Candidate Profile

We’re looking for emotionally intelligent professionals with a digital-first mindset. You might be a fit if you bring:

Core Qualifications:

  • 3+ years of experience in insurance advisory, risk consulting, or a related remote analytics role
  • Proven success working with cloud-based insurance systems or digital advisory platforms
  • Firm grasp of risk assessment tools, policy structures, and regulatory frameworks
  • Exceptional communication skills—both written and visual—across digital channels

Preferred Competencies:

  • Familiarity with remote analytics dashboards and client profiling tools
  • Proficiency in CRM systems (Salesforce preferred) and digital workflow software
  • Ability to explain complex insurance concepts in simple, client-friendly language
  • Demonstrated agility in a fast-paced, metrics-driven environment

Bonus Expertise:

  • Certifications such as AINS, CPCU, or CLU
  • Experience with API-driven platforms or AI-based underwriting tools
  • Background in B2B virtual consulting or SaaS-based insurance products

📍 Location & Logistics

  • This is a 100% remote role. Candidates must be authorized to work in their country of residence.
  • Flex hours are available across multiple global time zones
  • Weekly virtual standups + optional co-working sessions
  • Equipment stipend and secure virtual desktop access provided

🌟 Join Us—Where Innovation Meets Impact

Your expertise in insurance and technology has the power to make a difference, improving how people protect their homes, families, and businesses. You won’t just fill policies; you’ll build trust, deliver insight, and help clients thrive in a complex world.

Ready to be the reason clients sleep better at night—no matter where you are?

✨ Apply Now—Shape the Future of Remote Insurance Consulting

Click Apply and become part of a team that values transparency, celebrates innovation, and empowers remote professionals to do their best work.

Your next big step starts here.