Afni News

How to Work as an Insurance Agent From Home

April 03, 2024 in

Becoming an insurance agent is a rewarding yet challenging career choice. You have to obtain the necessary skills, qualifications, and strategies to thrive in the industry. Still, pursuing a career in the insurance industry is a very attractive opportunity for both new and established professionals. For those with a knack for sales and problem-solving, the role of a remote insurance agent presents a promising opportunity for further personal and professional growth. So, how to work as an insurance agent from home?

Stay tuned to discover everything related to remote insurance work.

How to Work as an Insurance Agent From Home?

Insurance agents market, sell, manage, and increase the sales of insurance policies to customers. Among the many responsibilities of insurance agents, the most prominent ones are to take telephone calls, respond to emails or chat, and attend in-person meetings with local customers (if necessary).

Basically, as an insurance agent, you need to identify the needs of the customer and recommend insurance policies accordingly. Other duties involve responding to online queries and helping existing customers with their insurance plans. Remember that the duties may differ based on the type of insurance. Insurance agents sell a variety of policies — from auto and travel to life, health, and home insurance.

Benefits from working as an insurance agent from home

Working as an insurance agent from home offers many benefits. First, you get to complete your tasks from home instead of working in the office. Moreover, it provides flexibility in scheduling, allowing agents to set their own working hours and adapt to their personal needs.

Many insurance agents decide to work from home as it saves time on the commute. With no need to commute to work, they are actually saving a lot of time during their workday, allowing them to channel the energy elsewhere.

So, we can conclude that among the many benefits are flexibility, cost savings, increased productivity, and a better work-life balance. We can see how remote work opens doors to a fulfilling and rewarding career experience. The best part is that there are many work from home job offers for insurance agents.

Requirements and Qualifications

To qualify as an insurance agent, you need a high school diploma or a bachelor’s degree and the appropriate insurance licenses.

Although the job requirements may vary by state, they usually include a short training course, a final exam, and going through a fingerprint and background test.

If you plan on working in a state different from where you live, you may be required to obtain a license specific to the employer’s state.

Having the necessary requirements and qualifications is not all there is to be able to work as an insurance agent. You need to have excellent communication skills, attention to detail, problem-solving skills, and the ability to handle stressful situations in a well-tempered and professional manner.

The responsibilities of this job also require listening, communication, and sales skills, as well as flexibility and the ability to adjust strategy based on your client’s needs.

Requirements as Work From Home Insurance Agent

Set up your home office

Regardless of your home's size, it's essential to carve out a dedicated space for your home office. A well-designed home office is crucial for maximizing productivity.

The home office needs to be free of distractions with plenty of natural light. Since many tasks are conducted over the phone or via email, essential equipment includes a phone, a laptop or computer, and stable high-speed Internet. And let’s not forget a comfortable chair. As it’s most likely that you’ll spend about 8 hours in your home office, investing in a good chair could make all the difference.

To mitigate noise distractions, consider adding extra padding or soundproofing materials.

There are many ways to design your dedicated work area, depending on your space, budget, and preferences. If you live in a studio apartment, use bookshelves to visually separate your workspace from the other rooms. Having a home office makes it easier to adjust physically and mentally to the working hours and shut your computer down at the end of your shift.

Use technology and resources

Becoming a remote insurance agent can be easier using different technological tools and resources. First, insurance agency management software and customer relationship management (CRM) tools can help in efficiently managing client information, policies, and claims from home. These tools also provide a platform for managing data and documents.

As a remote insurance agent, you should stay updated on industry regulations and trends. You can subscribe to newsletters from reputable sources, including government agencies, industry associations, insurance brokers, and online platforms specialized in news and advice. You can also attend online webinars and virtual conferences.

Develop time management strategies

As an insurance agent who works from home, it is crucial to develop effective time management strategies to balance work and personal responsibilities at home.

One strategy is to schedule specific time frames for different tasks, which could help in prioritizing and managing tasks more effectively.

Maintaining focus when working from home is difficult, so we advise you to take short breaks between tasks. You can also create a daily routine for work, exercise, or personal activities to improve your concentration.

Build and maintain client relationships remotely

Building trust and rapport can be achieved by communicating with clients through virtual channels like email, video calls, and chat platforms. Clients like getting tailored advice and service, so scheduling meetings or providing personalized advice through various social media outlets could be leveraged to your benefit.

Agents can communicate and engage with clients on social media and become trusted experts. Providing support through virtual channels also makes the relationship between agents and clients more solid.

Find the Remote Insurance Job From Your Dreams With Afni

So, how to work as an insurance agent from home? After becoming a licensed insurance agent and getting hired, you can transfer from working in-office to an at-home environment setting. All you’ll need to do is set up your home office, use the necessary technology, and find a way to build and maintain your clients’ relationships. Apply at one of the many attractive job opportunities with Afni, and get the job of your dreams, and work from the comforts of your home.

About the Author

Samantha is the Recruitment Marketing Manager for Afni and brings a wealth of knowledge and tips for job seekers. She holds a bachelor's degree in public relations and marketing from Mount Saint Vincent University as well as a masters degree in digital marketing and advertising from Liberty University.