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Remote Insurance Consultant Jobs in Virginia (NOW HIRING)

Loan Review Senior Consultant

Mclean, VA · On-site +1

$98K - $163K/yr

Reviewers may support onsite or remote reviews, participate in quality assurance activities, and ... Medical, Rx, Dental & Vision Insurance * Personal and Family Sick Time & Company Paid Holidays

Inside Sales Insurance Specialist (W2, Remote) Full-Time | Monday through Friday Compensation ... Deliver scripted and consultative sales presentations over the phone * Educate members on ...

Inside Sales Insurance Specialist (W2, Remote) Full-Time | Monday through Friday Compensation ... Deliver scripted and consultative sales presentations over the phone * Educate members on ...

Inside Sales Insurance Specialist (W2, Remote) Full-Time | Monday through Friday Compensation ... Deliver scripted and consultative sales presentations over the phone * Educate members on ...

Showing results 41-60

Remote Insurance Consultant information

What is the difference between Remote Insurance Consultant vs Remote Insurance Agent?

AspectRemote Insurance ConsultantRemote Insurance Agent
CertificationsInsurance licenses, industry certificationsInsurance licenses, industry certifications
Work EnvironmentAdvising clients, analyzing policies remotelySelling policies, customer service remotely
Employer & Industry UsageInsurance firms, consulting companiesInsurance companies, brokerages
Primary FocusProviding expert advice and policy recommendationsSelling insurance policies and coverage

Remote Insurance Consultants and Remote Insurance Agents both require insurance licenses and work within the insurance industry remotely. However, consultants focus on advising clients and analyzing policies, while agents primarily sell policies and handle customer service. Both roles are vital in the insurance sector but differ in their core responsibilities and client interaction.

What is a remote insurance consultant?

A Remote Insurance Consultant is a professional who provides advice and guidance on insurance products and policies while working from a remote location, such as their home or a co-working space. Their main responsibilities include assessing clients' insurance needs, explaining coverage options, and assisting with policy selection and claims—all done via phone, email, or video conferencing. This role allows consultants to support clients without meeting in person, making insurance services more accessible and flexible. Remote Insurance Consultants often work for insurance companies, brokerages, or as independent advisors.

What is the best insurance company to work for remotely?

For remote insurance consultants, companies like State Farm, Allstate, and Liberty Mutual are known for offering remote positions with flexible schedules and comprehensive training. These companies often provide opportunities for certifications and use digital communication tools, making them popular choices for remote work in the insurance industry.

How does a remote insurance consultant typically collaborate with clients and internal teams while working off-site?

As a Remote Insurance Consultant, effective collaboration is largely achieved through digital communication platforms such as video calls, emails, and instant messaging. Consultants regularly interact with clients to assess their insurance needs, provide policy recommendations, and offer ongoing support. Internally, they work closely with underwriting, claims, and customer service teams to ensure seamless service delivery. Success in this role often depends on proactive communication, strong organizational skills, and the ability to build trust remotely.

What are the key skills and qualifications needed to thrive as a remote insurance consultant, and why are they important?

To thrive as a Remote Insurance Consultant, you need a strong understanding of insurance products, sales techniques, and regulatory compliance, typically supported by relevant licensure such as state insurance agent certification. Familiarity with CRM software, virtual communication platforms, and digital document management systems is essential. Excellent interpersonal skills, self-motivation, and the ability to communicate complex information clearly are vital soft skills in this role. These competencies ensure effective client service, sales performance, and adherence to industry standards in a remote environment.
What are the most commonly searched types of Insurance Consultant jobs in Virginia? The most popular types of Insurance Consultant jobs in Virginia are:
What job categories do people searching Remote Insurance Consultant jobs in Virginia look for? The top searched job categories for Remote Insurance Consultant jobs in Virginia are:
What cities in Virginia are hiring for Remote Insurance Consultant jobs? Cities in Virginia with the most Remote Insurance Consultant job openings:

Loan Review Senior Consultant

Guidehouse

Mclean, VA • On-site, Remote

$98K - $163K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago


Guidehouse rating

7.7

Company rating: 7.7 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

42nd of 72 rated business consultants


Job description

Job Family:

Management Consulting


Travel Required:

Up to 10%


Clearance Required:

Ability to Obtain Public Trust

What You Will Do:

The Loan Review Senior Consultant will support the U.S. Small Business Administration (SBA) Office of Credit Risk Management (OCRM) by performing detailed reviews of 7(a) and 504 loan files as part of SBA’s lender oversight and risk management activities. The role involves reviewing loan files across origination, servicing, liquidation, and targeted partial review scopes to assess compliance with SBA Loan Program Requirements as defined in 13 CFR Part 120 and applicable SBA Standard Operating Procedures (SOPs). The reviewer will analyze loan documentation, identify compliance issues or deficiencies, and document findings in structured work papers and loan file review reports.

The Loan Review Senior Consultant will inventory and analyze loan files, extract and evaluate data from SBA data systems and lender-provided documentation, and identify correctable and uncorrectable exceptions. The role includes working directly with SBA Lenders, under SBA direction, to clarify documentation, resolve preliminary deficiencies when possible, and ensure lenders understand identified risks and requirements. Reviewers will prepare clear, well-supported written summaries and draft and final loan file review reports that outline condition, criteria, cause, effect, and corrective action for identified issues.

The Loan Review Senior Consultant will use a secure, web-based virtual data warehouse and workflow tracking system to manage file reviews, maintain work papers, and support status reporting. The role requires adherence to strict quality, timeliness, documentation, and data security standards, including the protection of Personally Identifiable Information (PII) and confidential business information. Reviewers may support onsite or remote reviews, participate in quality assurance activities, and contribute to weekly, monthly, or ad hoc reporting provided to SBA.

What You Will Need:

  • U.S. Citizenship and ability to obtain and maintain a federal Public Trust.

  • Bachelor's degree and Minimum of three (3) years of recent experience working with SBA 7(a) and/or 504 loans (e.g., as a third-party reviewer, examiner, auditor, underwriter, loan closer, or liquidation specialist); OR seven (7) years of relevant experience in lieu of degree.

  • Demonstrated experience reviewing loan files for compliance, risk, and adherence to regulatory and program requirements.

  • Working knowledge of SBA Loan Program Requirements, including 13 CFR Parts 103 and 120 and SBA SOPs related to origination, servicing, liquidation, and lender oversight.

  • Strong analytical skills with the ability to identify, document, and clearly explain loan file deficiencies and risks.

  • Experience preparing detailed work papers, loan file review reports, and written summaries that support defensible conclusions.

  • Ability to communicate effectively with SBA personnel and SBA Lenders, including explaining compliance issues and requirements.

  • Strong attention to detail, organization, and ability to manage multiple file reviews simultaneously while meeting delivery timelines.

  • Proficiency with document management systems, workflow tracking tools, and standard Microsoft Office applications (Excel, Word, PowerPoint).

What Would Be Nice To Have:

  • Direct experience supporting SBA Office of Credit Risk Management (OCRM) oversight activities, including risk-based reviews, examinations, audits, or increased supervision.

  • Experience performing servicing or liquidation reviews, including eligibility and disbursement testing.

  • Familiarity with quality assurance reviews, forensic reviews, or reviews related to fraud, waste, and abuse.

  • Experience working with virtual data warehouses, customer relationship management (CRM) systems, or management workflow systems (MWS).

  • Experience supporting federal financial regulatory or oversight programs beyond SBA.

  • Willingness and ability to support limited on-site reviews at SBA headquarters, SBA field offices, or SBA Lender locations, as required.

  • Ability to review loan files containing documentation in Spanish.

The annual salary range for this position is $98,000.00-$163,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.


What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

  • Medical, Rx, Dental & Vision Insurance

  • Personal and Family Sick Time & Company Paid Holidays

  • Position may be eligible for a discretionary variable incentive bonus

  • Parental Leave and Adoption Assistance

  • 401(k) Retirement Plan

  • Basic Life & Supplemental Life

  • Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts

  • Short-Term & Long-Term Disability

  • Student Loan PayDown

  • Tuition Reimbursement, Personal Development & Learning Opportunities

  • Skills Development & Certifications

  • Employee Referral Program

  • Corporate Sponsored Events & Community Outreach

  • Emergency Back-Up Childcare Program

  • Mobility Stipend

About Guidehouse

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.

All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com.  Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse.  Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.

If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties.

Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.


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