Real Estate Insurance Agent (RVA) - Remote

Overview

We are seeking a motivated and knowledgeable Insurance Agent with experience in real estate to join our team. The ideal candidate will have expertise in automation tools such as Zapier, Monday.com, and Microsoft Power Automate, and a deep understanding of the real estate industry. This role involves leveraging technology to streamline processes, generate leads, and manage client relationships while offering tailored insurance solutions.

In Short

• Provide expert advice to clients on insurance options tailored to their needs, with a focus on real estate-related policies.
• Assess risks and recommend suitable coverage for clients in the real estate sector.
• Use automation tools like Zapier, Monday.com, and Microsoft Power Automate to manage leads, track prospects, and streamline workflows.
• Build and maintain long-term relationships with clients, real estate agents, and other industry professionals.
• Ensure seamless integration of Monday.com for task tracking and project management.
• Work closely with the sales and operations teams to implement process improvements using automation tools.
• Provide training and guidance on automation solutions to team members as needed.
• Stay updated on insurance products, real estate market trends, and regulatory changes.
• Develop strategies to penetrate the real estate market and achieve sales targets.

Requirements

• Proven experience as an Insurance Agent, preferably with real estate-related insurance products.
• Strong knowledge of Zapier, Monday.com, and Microsoft Power Automate for process automation.
• Strong knowledge of Monday.com.
• Strong knowledge of Microsoft Power Automate.
• Familiarity with the real estate industry, including terminology and processes.

Benefits

• Opportunity to work in a dynamic and growing industry.
• Flexible working hours and remote work options.
• Professional development and training opportunities.