Bison Insurance Advisors

Company Description Bison Insurance Advisors is a growing insurance advisory firm that helps individuals and businesses select coverage that aligns with their financial goals and risk tolerance. The company focuses on building long-term relationships through transparent guidance and personalized service. Team members collaborate remotely, using modern tools and processes to deliver efficient and reliable support to clients. Bison Insurance Advisors values integrity, compliance, and professional development, providing resources for ongoing licensing and industry knowledge.

Role Description The Licensed Insurance Agent is a full-time remote role responsible for advising clients on insurance products and services. Day-to-day tasks include conducting needs assessments, presenting suitable coverage options, quoting and binding policies, and processing policy changes and renewals. The agent will respond to inquiries, provide dedicated customer service, and follow up with prospects and existing clients to maintain strong relationships. This role also involves staying current with carrier guidelines, state regulations, and industry trends, maintaining accurate records in CRM systems, and collaborating with team members to meet sales and service goals.

Qualifications

• Strong proficiency in Insurance Sales and Insurance Brokerage, with a track record of meeting or exceeding sales targets.
• Knowledge of Insurance products and coverage types, including the ability to explain policy features and limitations clearly.
• Understanding of Finance principles related to premiums, deductibles, and client budgeting for risk management.
• Excellent Customer Service skills, including active listening, clear communication, and conflict resolution.
• Active state insurance license (or eligibility to obtain), with adherence to all regulatory and ethical standards.
• Comfort using remote collaboration tools, CRM systems, and digital communication platforms.
• Ability to work independently, manage time effectively, and prioritize multiple client needs.
• Previous experience in an agency, brokerage, or financial services environment is preferred.