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Field Agent Insurance Jobs in Oklahoma (NOW HIRING)

Platinum Supplemental Insurance, Inc.

$75K/yr

At Platinum Supplemental Insurance, we're looking for motivated individuals ready to learn, grow, and thrive in a fast-paced environment. Whether you're a recent grad or simply seeking a fresh ...

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Field Agent Insurance information

What is a field agent insurance?

Field agent insurance professionals are licensed representatives who work directly with clients to sell, service, and manage insurance policies. They often travel to meet clients, assess their needs, explain policy options, and help with claims. Field agents also act as a bridge between insurance companies and policyholders, providing personalized service and building customer relationships. Their work may involve home visits, site inspections, and educating clients on coverage options. This role requires strong communication skills, a knowledge of insurance products, and the ability to work independently.

What are the key skills and qualifications needed to thrive as a field agent insurance?

To thrive as a Field Agent in Insurance, you need a solid understanding of insurance products, sales techniques, and typically a relevant license such as a state-issued insurance agent license. Familiarity with CRM software, digital quoting systems, and policy management platforms is often required. Strong interpersonal skills, active listening, and resilience make an agent stand out when engaging diverse clients and handling rejections. These competencies ensure effective client acquisition, policy servicing, and long-term business growth in a competitive industry.

What are some common challenges faced by field agent insurance professionals in managing their client portfolios?

Field agent insurance professionals often encounter challenges such as balancing a large and diverse client portfolio, managing time effectively between client meetings and administrative tasks, and staying updated on policy changes. Additionally, building trust with new clients while maintaining strong relationships with existing ones requires excellent interpersonal and communication skills. Adapting to different client needs and navigating complex regulatory environments are also key aspects of the role, making ongoing training and flexibility essential.

What is the difference between Field Agent Insurance vs Insurance Sales Agent?

AspectField Agent InsuranceInsurance Sales Agent
Required CredentialsLicensing, insurance knowledgeLicensing, sales skills
Work EnvironmentFieldwork, client visitsOffice, client meetings
Employer & Industry UsageInsurance companies, agenciesInsurance companies, brokers
Common Search & ComparisonYesYes

Field Agent Insurance primarily involves visiting clients in the field to assess needs and sell policies, requiring licensing and insurance knowledge. Insurance Sales Agents focus more on selling policies, often through office-based or client meetings, emphasizing sales skills. Both roles are common in the insurance industry and often searched together, but they differ mainly in work environment and primary responsibilities.

How do you become a field agent insurance?

To become a field agent in insurance, candidates typically need a high school diploma or equivalent, pass a licensing exam specific to their state or country, and complete any required pre-licensing courses. Once licensed, they often undergo training on insurance products, sales techniques, and customer service before starting fieldwork.

What does a field agent insurance do?

A field agent insurance is responsible for visiting clients' locations to assess insurance needs, gather information, and promote or sell insurance policies. They often conduct inspections, evaluate risks, and provide personalized service, typically working independently and using tools like mobile devices. Strong communication skills and knowledge of insurance products are essential for success in this role.

What cities in Oklahoma are hiring for Field Agent Insurance jobs?

Cities in Oklahoma with the most Field Agent Insurance job openings:

Title Agent

Oklahoma City, OK • On-site

Coates Field Service Inc
Real Estate • 201 - 500 employees
Learn more about Coates Field Service Incexternal

Full-time

Medical, Dental, Vision, Life, PTO

Re-posted 3 days ago

Key responsibilities

  • Researches and creates ownership databases of property owners on project route.

  • Analyzes legal documents to ensure proper execution and notarization, and reviews right of way files to identify issues.

  • Creates project maps, assembles acquisition folders, updates databases, and processes project changes and recorded documents.

Job description

 
Coates Field Service, Inc. is seeking a tech-savvy Title Agent for an in-house project-based position located in Kansas City, MO. The successful candidate will work out of our client's office to support the daily operations. Previous experience in right of way land acquisition, legal document preparation, title research, and land database experience is highly preferred. 

*Per Diem is Available.* 

Job Duties & Responsibilities: 

  • Researches and creates ownership databases of property owners on project route.
  • Analyzes legal documents to assure that all have been properly executed and notarized.
  • Examines right of way files (containing easements, deeds, legal descriptions, permits, agreements, contracts, other documents, and correspondence relating to the property) in order to determine issues such as multiple line rights, assignability/abandonment clauses, lease terms, and restrictions.
  • Reviews title information and checks accuracy of legal descriptions against maps and survey exhibits.
  • Analyzes documents in order to prepare database reports involving ownership information, status of acquisition processes, instructions to field crews, history of contacts between Right of Way Agents and landowners, payments made, damage settlements, property values and other pertinent data.
  • Reviews, interprets, selects documents and supervises scanning for permanent storage of right of way records.
  • Creates aerial maps (on in-house system) showing which easements apply to which properties, along with an overview map.
  • Reviews incoming Ownership & Encumbrance Reports (CT's) for content, accuracy and completeness, as needed.
  • Creates project "map books" for field agent's use in negotiations.
  • Assembled acquisition folders with proper content for field agents.
  • Processes project changes per Project Supervisor (tax cards, tract #’s, maps, project database, and line list). 
  • Processes recorded documents into Content Manager.
  • Maps new recorded easements and saves to project folder. 
  • Updates database and structures numbers from KMZ files. 
  • Prepares closed project folders for storage. 
  • Gathers documents from various counties as needed. 
  • Provides general support of research and document preparation for Project Supervisors and Field Agents.
  • Coordinates field office activities with the Right of Way Supervisor, Right of Way Agents, field personnel, subcontractors, landowners, client, vendors, and government agencies.
  • Other job duties and responsibilities as assigned. 

Knowledge, Skills & Abilities:

  • Knowledge of cloud-based applications such as OneDrive or similar cloud based applications. 
  • Knowledge of land and right of way acquisition processes and documentation.
  • Knowledge of proper legal document execution practices, such as what signatures are required for trusts, conservatorships, guardianships, estates, etc.
  • Knowledge of due diligence review of right of way files and understanding of assignability and reversionary clauses, restrictions, fractional ownerships, lease payments and terms, and abandonment clauses.
  • Ability to plot metes and bounds descriptions of property and read a variety of maps, both electronic and paper.

Minimum Requirements:

  • Proficiency in Microsoft Access, Excel, Word and Project or similar software programs in order to generate a variety of project reports in response to specific and varied queries
  • Understanding of Geographic Information Systems (GIS) mapping software such as: Google Earth/Pro, Arc Map, etc. 

Who We Are:

Coates has a 76-year history providing comprehensive land acquisition and right of way services to municipalities, utilities, energy providers, and oil and gas companies nationwide. The first firm of its kind, we are widely recognized as a leader in the land and right of way acquisition industry. A national corporation, Coates has the depth of knowledge and the ability to respond to client needs in all 50 states. Coates is headquartered in Oklahoma City, Oklahoma, with regional offices located throughout the United States. It is our mission to provide professional, high-quality, cost-efficient land acquisition and right-of-way services our clients need, when and where they need us.

Coates is committed to rewarding the loyalty of the national team of Coates’ Employees. Coates hires the best candidates available for all positions, without regard to the individual's race, religion, or sexual preference or orientation. Coates is an Equal Opportunity Employer (EOE).

Coates offers a comprehensive and generous benefits package, including medical/dental, vision, STD/LTD, life insurance, paid time off, company-paid holidays, and more!