• To achieve monthly targets assigned individually. • To achieve service standards and monitor, evaluate and measure performances to achieve top productivity and efficiency from systems as well as the product campaigns. • 100% adherence to Audit requirements. • Updating all the systems as per the call with the customer. • Constant follow up with the customer. • Handling of all customer issues and resolve the same at the earliest and highlight them to the TL. • Manage your own daily sales MIS and ensure to maintain in all available systems. • Ensure to maintain a daily and monthly tracker across all activities. • Attending Daily team huddles & keeps up to team commitments. • Ensure to meet 100% on control parameters and policy set by the bank audit team. • Timely & proper updating of CRM/Assure on comments pertaining to customer’s interaction and next steps. • Excellent people management skills.

• Monitor and track client authorization expirations using the internal tracking system. • Identify upcoming authorization renewals and ensure timely follow-up. • Contact insurance providers to verify authorization status and coverage details. • Assist with obtaining and maintaining authorizations for both new and existing clients. • Maintain accurate authorization records and documentation. • Update internal tracking systems, generate reports, and alert teams to upcoming deadlines. • Communicate with internal teams to ensure services remain authorized and uninterrupted. • Provide general administrative support to clinical and operational teams as required. • Follow structured processes while demonstrating initiative and problem-solving in a remote environment.

Role Description The Summers Agency is hiring motivated individuals for a fully remote insurance sales role. This is a commission-based position with strong earning potential and clear advancement opportunities. Your role is to meet with clients virtually, assess their needs, and help them secure appropriate coverage. - Work from home - Warm leads provided - Flexible schedule - Training and mentorship included - Advancement into leadership available Compensation - $500–$700 per family protected (avg.) - First-year income $70k–$125k+ - Leadership income and residuals available Important Notes Please note that the success, earnings, and production results mentioned are not typical, average, or guaranteed. Your level of success will depend on various factors, including: - Your efforts - Your ability to follow our training and sales systems - Engage with our lead system - The insurance needs of customers in your chosen geographic areas

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Summers Agency is seeking motivated individuals who are ready to build a long-term career in insurance sales with the opportunity to grow into leadership roles. If you’re coachable, driven, and enjoy helping people, this could be a strong fit. This is a fully remote, relationship-based sales position. We provide warm, qualified leads—no cold calling required. You’ll meet with families virtually, understand their needs, and help them protect what matters most. What You’ll Do: - Contact warm leads to schedule virtual or phone appointments - Build rapport and present insurance solutions - Work with 10–15 families per week (full-time) - Learn mortgage protection and retirement protection products - Grow into leadership and mentorship roles Qualifications - Strong work ethic and willingness to learn - Coachable and self-motivated - Good communication skills - Desire for growth and long-term opportunity - Life & Health Insurance License required - assistance provided if needed. Benefits - Commission-based (avg. $500–$700 per family protected) - First-year earnings typically $70,000–$125,000+ - Leadership income potential $150,000–$300,000+ - Bonuses, incentives, and residual income available - Comprehensive training and one-on-one mentorship Company Description