Your family deserves a Legacy Plan.
Life & Health Insurance Agent
Location
California
Posted
90 days ago
Salary
0
Seniority
Senior
Job Description
Life & Health Insurance Agent
Legacy Planning
• Identify client needs and recommend tailored insurance solutions • Develop and maintain strong client relationships • Generate leads through networking, referrals, and company-provided resources • Educate clients on available policies and coverage options • Follow up with prospects to close sales and maintain customer satisfaction • Stay informed about industry trends and product offerings • Work independently while collaborating with a supportive team
Job Requirements
- Insurance license (or willingness to obtain one – we provide guidance)
- Strong communication and interpersonal skills
- Self-motivated with a results-driven mindset
- Ability to work independently and manage time effectively
- Basic computer skills for CRM and client management
Benefits
- Competitive commission structure with potential for bonuses
- Flexible work schedule (remote position)
- Comprehensive training and mentorship programs
- Access to top-rated insurance carriers and products
- Opportunities for career growth and leadership development
- Supportive team culture with ongoing coaching and professional development
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Top 3 Reasons To Join Us - International Environment - 100% Remote - Working on the latest tech for the Insurtech Market Leader About Us At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone. - We are a leading global no-code insurance platform for health, life, and P&C - We’re the winner of the Insurtech of the Year in all of Asia and other awards globally - We work with insurance enterprise clients such as AXA, Bupa, MSIG, Dai-ichi, Bank of China Group Insurance, and many more - We're an international, diverse team of over 120 people with 30 nationalities and team members working remotely from all over the world - We are fully funded and backed by reputable VC funds and strategic institutional investors - We have a global presence in Asia, EMEA and the Americas - We’ve grown our annualized revenue by over 30x since January 2021 - We’re constantly working towards making CoverGo a workplace that you love coming to. We deeply believe that bringing together a diversity of thoughts, expressions, and perspectives is key to building the best culture for equally diverse communities all over the world About the Role A cloud technology-focused individual providing design and delivery expertise for forward-looking solutions in a modern cloud-based insurance environment. The successful candidate will work directly with clients, assessing their needs, designing tailored solutions, and supporting business initiatives in alignment with defined roadmaps. This role is technology agnostic but emphasizes solutions leveraging heavily on AWS and/or GCP environments, incorporating elements of open-source, PaaS, and SaaS components. What You Will Do - Engage with clients to understand their requirements and advise on appropriate solution architectures - Collaborate with Product Managers to ensure alignment between client needs and solution design - Work closely with Delivery Managers to oversee the architecture approach during solution deployment - Explore a range of possibilities and creative alternatives to identify the most effective solutions - Ensure that designed solutions are implemented in accordance with client expectations and company standards - Assist in identifying, specifying, and selecting off-the-shelf components to meet client needs - Provide ongoing support and guidance to clients throughout the implementation process - Maintain awareness of industry trends and emerging technologies to continuously improve solutions Required Skills and Knowledge - At least 6 years of professional experience in solution architecture design and delivery roles in the insurance vertical with exposure to multiple lines of business - Experienced in delivering cloud-based technology product solutions in an enterprise environment - Ability to assist in defining and socialising a product/enterprise roadmap - Ability to translate client requirements into actionable steps and solution architectures - Understand business architecture models & patterns - Has designed and implemented innovative and creative solutions to business problems - Can think "outside the box", but also be able to understand the business constraints that lead to “in the box” approaches - Understand the optimum approaches for cloud-based applications with high availability and highly scalable solutions - Experienced in designing solutions in a Relational DB and noSQL environment - Experienced in designing for API & Micro-services centric environments - Demonstrated capability to self-learn new technology trends and approaches - Ideally has experience or understanding of the benefits of low-code platforms - While the Solution Architect is not expected to build the solutions experience of multiple development languages & various DB engines will be advantageous - Exposure to authentication and authorisation concepts (SSO, SAML integration, identity federation etc) - Excellent communication skills, both written and verbal Required Competencies - Must be equally comfortable discussing the solution strategies and enterprise roadmap with people at all levels of our organisation and CxO to project-level teams in our clients - Strong analytical skills & ability to understand and collect business requirements from corporate clients. - Strong ability to build the value proposition and solution documents, and in some cases, the business case for a corporate client. - Relationship management experience with corporate clients. - Excellent organisational, interpersonal & communication skills and an ability to engage audiences - Excellent decision-making and judgment skills - Understanding of insurance business processes across all areas and at least two lines of business - Maintains direction and focus through proactive planning and organized approaches to work - Certification in one architecture discipline (TOGAF, Zachman, etc.) is a distinct advantage - Certification in one cloud environment is a distinct advantage with a broad knowledge and experience of the cloud platform’s capabilities - A high proficiency in working in English as your primary language Why You'll Love Working Here - 15 Days Annual Leave - Annual Performance Bonus - Health Insurance - Remote Work Allowance - Anniversary Bonus - Stock Options (after 6 months) - Company activities and events - Learning and development plan CoverGo Company Video By submitting your application, you confirm that you have read, understood, and accepted the content of CoverGo’s Privacy Notice and you consent to the processing of your data as part of this application.
Top 3 Reasons To Join Us - International Environment - 100% Remote - Working on the latest tech for the Insurtech Market Leader About Us At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone. - We are a leading global no-code insurance platform for health, life, and P&C - We’re the winner of the Insurtech of the Year in all of Asia and other awards globally - We work with insurance enterprise clients such as AXA, Bupa, MSIG, Dai-ichi, Bank of China Group Insurance, and many more - We're an international, diverse team of over 120 people with 30 nationalities and team members working remotely from all over the world - We are fully funded and backed by reputable VC funds and strategic institutional investors - We have a global presence in Asia, EMEA and the Americas - We’ve grown our annualized revenue by over 30x since January 2021 - We’re constantly working towards making CoverGo a workplace that you love coming to. We deeply believe that bringing together a diversity of thoughts, expressions, and perspectives is key to building the best culture for equally diverse communities all over the world About the Role A cloud technology-focused individual providing design and delivery expertise for forward-looking solutions in a modern cloud-based insurance environment. The successful candidate will work directly with clients, assessing their needs, designing tailored solutions, and supporting business initiatives in alignment with defined roadmaps. This role is technology agnostic but emphasizes solutions leveraging heavily on AWS and/or GCP environments, incorporating elements of open-source, PaaS, and SaaS components. What You Will Do - Engage with clients to understand their requirements and advise on appropriate solution architectures - Collaborate with Product Managers to ensure alignment between client needs and solution design - Work closely with Delivery Managers to oversee the architecture approach during solution deployment - Explore a range of possibilities and creative alternatives to identify the most effective solutions - Ensure that designed solutions are implemented in accordance with client expectations and company standards - Assist in identifying, specifying, and selecting off-the-shelf components to meet client needs - Provide ongoing support and guidance to clients throughout the implementation process - Maintain awareness of industry trends and emerging technologies to continuously improve solutions Required Skills and Knowledge - At least 6 years of professional experience in solution architecture design and delivery roles in the insurance vertical with exposure to multiple lines of business - Experienced in delivering cloud-based technology product solutions in an enterprise environment - Ability to assist in defining and socialising a product/enterprise roadmap - Ability to translate client requirements into actionable steps and solution architectures - Understand business architecture models & patterns - Has designed and implemented innovative and creative solutions to business problems - Can think "outside the box", but also be able to understand the business constraints that lead to “in the box” approaches - Understand the optimum approaches for cloud-based applications with high availability and highly scalable solutions - Experienced in designing solutions in a Relational DB and noSQL environment - Experienced in designing for API & Micro-services centric environments - Demonstrated capability to self-learn new technology trends and approaches - Ideally has experience or understanding of the benefits of low-code platforms - While the Solution Architect is not expected to build the solutions experience of multiple development languages & various DB engines will be advantageous - Exposure to authentication and authorisation concepts (SSO, SAML integration, identity federation etc) - Excellent communication skills, both written and verbal Required Competencies - Must be equally comfortable discussing the solution strategies and enterprise roadmap with people at all levels of our organisation and CxO to project-level teams in our clients - Strong analytical skills & ability to understand and collect business requirements from corporate clients. - Strong ability to build the value proposition and solution documents, and in some cases, the business case for a corporate client. - Relationship management experience with corporate clients. - Excellent organisational, interpersonal & communication skills and an ability to engage audiences - Excellent decision-making and judgment skills - Understanding of insurance business processes across all areas and at least two lines of business - Maintains direction and focus through proactive planning and organized approaches to work - Certification in one architecture discipline (TOGAF, Zachman, etc.) is a distinct advantage - Certification in one cloud environment is a distinct advantage with a broad knowledge and experience of the cloud platform’s capabilities - A high proficiency in working in English as your primary language Why You'll Love Working Here - 15 Days Annual Leave - Annual Performance Bonus - Health Insurance - Remote Work Allowance - Anniversary Bonus - Stock Options (after 6 months) - Company activities and events - Learning and development plan CoverGo Company Video By submitting your application, you confirm that you have read, understood, and accepted the content of CoverGo’s Privacy Notice and you consent to the processing of your data as part of this application.
Top 3 Reasons To Join Us - International Environment - 100% Remote - Working on the latest tech for the Insurtech Market Leader About Us At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone. - We are a leading global no-code insurance platform for health, life, and P&C - We’re the winner of the Insurtech of the Year in all of Asia and other awards globally - We work with insurance enterprise clients such as AXA, Bupa, MSIG, Dai-ichi, Bank of China Group Insurance, and many more - We're an international, diverse team of over 120 people with 30 nationalities and team members working remotely from all over the world - We are fully funded and backed by reputable VC funds and strategic institutional investors - We have a global presence in Asia, EMEA and the Americas - We’ve grown our annualized revenue by over 30x since January 2021 - We’re constantly working towards making CoverGo a workplace that you love coming to. We deeply believe that bringing together a diversity of thoughts, expressions, and perspectives is key to building the best culture for equally diverse communities all over the world About the Role A cloud technology-focused individual providing design and delivery expertise for forward-looking solutions in a modern cloud-based insurance environment. The successful candidate will work directly with clients, assessing their needs, designing tailored solutions, and supporting business initiatives in alignment with defined roadmaps. This role is technology agnostic but emphasizes solutions leveraging heavily on AWS and/or GCP environments, incorporating elements of open-source, PaaS, and SaaS components. What You Will Do - Engage with clients to understand their requirements and advise on appropriate solution architectures - Collaborate with Product Managers to ensure alignment between client needs and solution design - Work closely with Delivery Managers to oversee the architecture approach during solution deployment - Explore a range of possibilities and creative alternatives to identify the most effective solutions - Ensure that designed solutions are implemented in accordance with client expectations and company standards - Assist in identifying, specifying, and selecting off-the-shelf components to meet client needs - Provide ongoing support and guidance to clients throughout the implementation process - Maintain awareness of industry trends and emerging technologies to continuously improve solutions Required Skills and Knowledge - At least 6 years of professional experience in solution architecture design and delivery roles in the insurance vertical with exposure to multiple lines of business - Experienced in delivering cloud-based technology product solutions in an enterprise environment - Ability to assist in defining and socialising a product/enterprise roadmap - Ability to translate client requirements into actionable steps and solution architectures - Understand business architecture models & patterns - Has designed and implemented innovative and creative solutions to business problems - Can think "outside the box", but also be able to understand the business constraints that lead to “in the box” approaches - Understand the optimum approaches for cloud-based applications with high availability and highly scalable solutions - Experienced in designing solutions in a Relational DB and noSQL environment - Experienced in designing for API & Micro-services centric environments - Demonstrated capability to self-learn new technology trends and approaches - Ideally has experience or understanding of the benefits of low-code platforms - While the Solution Architect is not expected to build the solutions experience of multiple development languages & various DB engines will be advantageous - Exposure to authentication and authorisation concepts (SSO, SAML integration, identity federation etc) - Excellent communication skills, both written and verbal Required Competencies - Must be equally comfortable discussing the solution strategies and enterprise roadmap with people at all levels of our organisation and CxO to project-level teams in our clients - Strong analytical skills & ability to understand and collect business requirements from corporate clients. - Strong ability to build the value proposition and solution documents, and in some cases, the business case for a corporate client. - Relationship management experience with corporate clients. - Excellent organisational, interpersonal & communication skills and an ability to engage audiences - Excellent decision-making and judgment skills - Understanding of insurance business processes across all areas and at least two lines of business - Maintains direction and focus through proactive planning and organized approaches to work - Certification in one architecture discipline (TOGAF, Zachman, etc.) is a distinct advantage - Certification in one cloud environment is a distinct advantage with a broad knowledge and experience of the cloud platform’s capabilities - A high proficiency in working in English as your primary language Why You'll Love Working Here - 15 Days Annual Leave - Annual Performance Bonus - Health Insurance - Remote Work Allowance - Anniversary Bonus - Stock Options (after 6 months) - Company activities and events - Learning and development plan CoverGo Company Video By submitting your application, you confirm that you have read, understood, and accepted the content of CoverGo’s Privacy Notice and you consent to the processing of your data as part of this application.

