Sales Insurance Executive

Job not on LinkedIn

🔥 14 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Asiacruit

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

🎯 Recruiter

B2B • Recruitment

Asiacruit is an Employer of Record and Business Process Outsourcing (BPO) firm focused on helping companies hire employees, manage payroll, maintain compliance, and expand across Asia without the need to set up local legal entities. The company advertises job openings, provides regional HR and payroll services, and positions itself as a partner for cross-border hiring and workforce management; the site also highlights company culture recognition (Great Place to Work in the Philippines).

📋 Description

• Identify, research, and qualify prospective insurance clients through inbound inquiries, outbound outreach, referrals, networking, and approved sales channels • Develop and maintain a sales pipeline through prospecting and follow-up • Build relationships with prospective and existing clients and understand their insurance needs • Conduct discovery calls and gather client, risk, coverage, budget, and renewal information • Present insurance products, coverage options, policy features, exclusions, terms, and pricing • 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 • Meet or exceed sales targets, activity goals, conversion objectives, and service-level expectations • Respond to client questions and provide updates on quotes, applications, underwriting, approvals, policy issuance, and outstanding items • Identify cross-selling and account expansion opportunities and support 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 application, underwriting, inspection, approval, binding, and policy issuance milestones • Assist with policy changes, endorsements, renewals, certificates, binders, declarations, invoices, and insurance documentation • Maintain accurate prospect, client, opportunity, activity, quote, and policy information in CRM and insurance management systems • Prepare sales forecasts, pipeline reports, activity reports, conversion updates, and performance reports • Coordinate with accounting and finance teams on invoices, payments, commissions, refunds, adjustments, and billing discrepancies • Follow insurance sales practices, licensing requirements, disclosure standards, privacy procedures, and internal compliance policies • Protect 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 informed about insurance products, market developments, carrier guidelines, client needs, and industry practices • Share client feedback and sales challenges to support process, product, and service improvements

🎯 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 • Strong English communication skills, written and verbal • Ability to prospect, qualify leads, present solutions, manage a sales pipeline, and close or advance opportunities • Consultative selling skills and ability to explain insurance concepts clearly • Professional phone, email, presentation, negotiation, and follow-up skills • Strong customer relationship management and organizational skills • Comfort using CRM systems, sales tools, spreadsheets, online meeting platforms, and insurance management systems • Strong attention to detail when reviewing quotes, applications, policies, invoices, and client documentation • Ability to independently manage multiple prospects, client requests, deadlines, and sales priorities • Ability to handle confidential customer, policy, financial, and business information with discretion • Reliable internet connection and suitable home office environment • Ability to work effectively with remote or international teams • Active insurance license or willingness and ability 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 record of meeting or exceeding sales quotas, revenue targets, or business development goals

🏖️ Benefits

• Competitive compensation • Opportunities for professional development and career growth • Collaborative, international environment • Exposure to diverse clients, carriers, and industry professionals • Supportive team environment