Insurance Benefits Specialist (Remote)
fine agencySacramento (CA)
Insurance Benefits Specialist (Remote)
Posted yesterday
fine agencySacramento (CA)
SENIORITY
Mid
About the role
About Us:
The Fine Agency is an insurance brokerage focused on helping clients evaluate coverage options and make informed financial decisions. Our team uses structured training, established systems, and qualified lead opportunities so advisors can focus on guiding clients and providing excellent service.
Responsibilities:
- Learn company products, systems, and sales processes
- Follow up with prospective clients who have requested information
- Conduct client consultations via phone and Zoom
- Explain available coverage options and answer questions
- Maintain communication between internal teams and clients
- Document activity and maintain records within CRM systems
- Participate in weekly team meetings and training
- Maintain licensing and compliance requirements
Qualifications:
- Sales or customer service experience preferred
- Strong communication and relationship-building skills
- Comfortable using virtual meeting platforms and CRM software
- Ability to stay organized and manage multiple client conversations
- Willingness to work flexible hours when needed
- Ability to pass a background check and complete licensing requirements
- Life & Health license (or willingness to obtain with support)
Benefits:
- Flexible scheduling options
- Ongoing training and professional development
- Monthly performance-based incentives
- Discounted health and life insurance options
- Recognition programs and team events
- Apply today to learn more about opportunities with The Fine Agency.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.