• Obtain payment information from the Account Manager. • Confirm policy effective dates. • Bind policies for home, auto, umbrella, PAF, and other applicable lines. • Download RCEs, applications, policies/DEC pages, and invoices (when provided by the carrier). • Create invoices in EZLynx when the carrier does not provide one. • Prepare endorsement checklists for home, auto, or both as needed. • Upload all documents into EZLynx, create a signature envelope, and send applications and checklists to the customer for signatures. • Send auto ID cards, policy documents, receipts, and related materials to the customer. • For loan closings, send RCE, policy/DEC page, and invoice to the processing team, then upload the sent email to customer documents. • Monitor EZLynx for signed applications and endorsement checklists; follow up on missing documents. • Download signed applications and upload them to the carrier when required. • Track leads for the Account Manager (if applicable). • Update closing dates as needed and send revised policy documents to loan officers or processing teams.

Work From Home – Flexible Insurance Sales Role Looking for a remote opportunity that gives you control over your schedule and income? The Summers Agency is hiring for a fully remote insurance sales position where you can work from home, set your own schedule, and build a long-term career. In this role, you’ll connect with individuals and families who have already requested information about coverage. No cold calling—just meaningful conversations and solution-based sales. What You Can Expect: - 100% remote work environment - Flexible scheduling (full-time or part-time options) - Warm leads- no cold calling - Ongoing training and mentorship What You’ll Do: - Speak with clients who have requested information - Conduct virtual appointments - Help families find coverage that fits their needs Compensation: - Commission-based with uncapped earning potential - Average $500–$700 per client - First-year potential: $70,000–$125,000+ Ideal for someone who: - Wants flexibility and independence - Is self-motivated and reliable - Enjoys working with people Apply today to learn more.

Start or Grow Your Career in Insurance Sales The Summers Agency is expanding and seeking individuals interested in building a career in insurance sales. This role offers flexibility, strong income potential, and a clear path for advancement. This is a 100% remote position. You’ll work with individuals who have already expressed interest in coverage and meet with them virtually to review their options. Daily Responsibilities: - You’ll connect with warm leads—no cold calling required. - Conduct virtual appointments with clients - Educate families on available coverage options - Maintain a consistent weekly schedule - Participate in training and mentorship Earnings & Advancement: - Commission-based compensation structure - Typical first-year earnings: $70,000–$125,000+ - Leadership and additional income opportunities available - Performance-based bonuses and incentives Ideal Candidate: - Self-disciplined and goal-oriented - Open to feedback and coaching - Comfortable communicating with others - Interested in long-term development Licensing required; support is available to obtain your Life & Health license. Apply to be considered for the next step.

Remote Insurance Sales Opportunity The Summers Agency is hiring motivated individuals for a fully remote insurance sales role with strong income potential and opportunities for advancement. We provide access to interested prospects, along with training and ongoing support. Your role is to connect with clients, understand their needs, and help them choose appropriate coverage. What You’ll Be Doing: - Speak with individuals who have requested information - Schedule and conduct virtual appointments - Recommend coverage based on client needs - Follow a consistent weekly workflow Highlights: - Work from home - Flexible schedule - Training and mentorship provided - Advancement opportunities available Compensation: - Commission-based - Average $500–$700 per client - First-year income potential: $70,000–$125,000+ Apply today to begin the interview process.