What Is a Virtual Insurance Agent and How to Become One

By ZipRecruiter Marketplace Research Team

As a virtual insurance agent, your responsibilities are to sell customers different types of health, life, auto, home, and disaster insurance plans or add-ons to their existing coverage. However, unlike a traditional insurance agent, you perform your work remotely and discuss options with customers via online chat platforms, email, or phone. Your duties include determining what type of coverage a customer needs, assessing their risk factors and financial stability to decide whether or not they qualify for coverage, and identifying what kinds of coverage are available to them.

To become a virtual insurance agent, you typically need at least a high school diploma or GED certificate and prior experience with sales or the insurance industry. Having a background in customer service or a call center role is also beneficial. Other qualifications for a virtual insurance agent position include excellent communication, time management, and analytical problem-solving skills, along with technical knowledge. Because your work is remote, you must also have a reliable internet connection and a working phone.