Insurance Expert for Real Estate Professionals

6 days ago


Manila, National Capital Region, Philippines Remote VA Full time
Job Description:

We are looking for a skilled insurance agent to provide expert advice to clients on real estate-related insurance options. The ideal candidate will have a deep understanding of the real estate industry and expertise in automation tools such as Zapier, Monday.com, and Microsoft Power Automate.

Responsibilities:
  1. Provide expert advice to clients on tailored insurance options for their real estate-related needs.
  2. Assess risks and recommend suitable coverage for clients in the real estate sector.
  3. Use automation tools like Zapier, Monday.com, and Microsoft Power Automate to manage leads, track prospects, and optimize workflows.
  4. Build and maintain long-term relationships with clients, real estate agents, and other industry professionals.
  5. Collaborate with the sales and operations teams to implement process improvements using automation tools.
  6. Stay updated on insurance products, real estate market trends, and regulatory changes.
Requirements:
  1. Proven experience as an Insurance Agent, preferably with real estate-related insurance products.
  2. Strong knowledge of Zapier, Monday.com, and Microsoft Power Automate for process automation.
  3. Familiarity with the real estate industry, including terminology and processes.


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