• Drive new and existing revenue using a blend of warm platform leads and personal network development • Convert existing Wrapbook users and adjacent verticals into long term insurance clients • Lead client conversations with both technical fluency and commercial clarity • Partner with Business Development and Payroll Sales to coordinate outreach and opportunity routing • Own the architecture, strategy, and negotiation of complex production insurance submissions • Participate directly in the Placement discipline to shape carrier engagement and market strategy • Lead high complexity underwriting conversations with senior carrier partners • Maintain accuracy, clarity, and E and O discipline across all submission and binding workflows • Contribute to continuous updates on carrier appetite and market intelligence • Work with Payroll Sales and Payroll Customer Success to identify insurance opportunities and deepen revenue tie ins • Partner with Customer Success on mid market or technically complex renewals that require senior expertise • Coordinate with Insurance Operations on workflow integrity, documentation, and system consistency • Collaborate with Platform, Product, and Data teams to inform technology requirements, automation, and insurance roadmap needs • Support the Placement function in developing playbooks, appetite guides, and carrier strategies • Provide mentorship to brokers, CSRs, and cross functional partners • Model high standards of technical accuracy and operational maturity • Offer calm leadership in ambiguous or high stakes underwriting and client situations • Contribute to a culture grounded in learning, quality, and scalable execution

Yellowstone Life Insurance Agency an Integrity Company is seeking driven individuals, both full-time and part-time to join our team as a Virtual Life Insurance Agent. You will work 100% from the comfort of your home. As a Yellowstone Virtual Insurance Agent, you will play a vital role in helping individuals protect their assets and loved ones by purchasing life insurance policies. There is No Cold Calling required. You will have access to our proprietary lead platform. Leads that are generated through our platform are made up of individuals and families who have requested to be contacted by an agent to review their need for a life insurance policy to protect their loved ones. You will be responsible for maintaining relationships with clients, assessing their insurance needs, and providing personalized recommendations tailored to their specific circumstances. If you are a motivated self-starter with excellent communication skills and a passion for helping others, this is the perfect opportunity to join a reputable and established insurance agency. This is a 1099, Independent Contractor opportunity. Most of our full-time agents work Mon-Thursday with three day weekend. Most part-time agents work 2-3 evenings a week or weekend. Responsibilities - Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. - Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. - Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. - Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. - Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. - Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. - Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies.

• Build and maintain strong relationships with clients, acting as their primary point of contact for all insurance matters. • Assess and evaluate clients' insurance needs by conducting thorough interviews and understanding their financial goals and risk tolerance. • Provide comprehensive and personalized insurance recommendations based on clients' individual circumstances and coverage requirements. • Educate clients on the features, benefits, and limitations of different life insurance policies to help them make informed decisions. • Assist clients in completing insurance applications, collecting necessary documentation, and submitting policies for underwriting. • Follow up with clients at regular intervals to review their policies, address any questions or concerns, and make necessary adjustments to their coverage. • Collaborate with insurance carriers and underwriters to negotiate favorable terms and conditions for clients' policies.

• Accessing/reviewing insurance related laws and regulations • Performing competitive research • Organizing/presenting competitive information in a meaningful format • Drafting basic product documents for new programs and creating state required forms to address compliance issues • Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language • Working directly with state filings analysts • Corresponding directly with clients on project goals and results • Managing own deadlines and workload for multiple projects • Drafting form interrogatory responses • Recommending solutions and/or alternatives to clients • Keeping informed on industry trends, changes in the marketplace, etc.