Real Estate Insurance Expert Advisor

3 days ago


Manila, National Capital Region, Philippines Remote VA Full time
Job Profile

We seek an accomplished Insurance Agent to optimize technology and deliver high-quality services to clients within the real estate sector. The ideal candidate should possess expertise in automation tools, including Zapier, Monday.com, and Microsoft Power Automate, and exhibit comprehensive knowledge of the real estate industry.

Primary Responsibilities:
  1. Customize insurance solutions for clients according to their distinct needs, concentrating on real estate-related policies.
  2. Analyze risks and recommend suitable coverage for clients functioning in the real estate sector.
  3. Employ technology to enhance efficiency, generate leads, and manage client relationships while providing tailored insurance solutions.
  4. Develop enduring partnerships with clients, real estate agents, and industry professionals.
  5. Incorporate Monday.com seamlessly for task tracking and project coordination.
  6. Interact closely with the sales and operations teams to refine processes using automation tools.
  7. Offer instruction and guidance on automation solutions to colleagues as needed.
  8. Maintain knowledge of insurance products, real estate market trends, and regulatory changes.
  9. Formulate strategies to penetrate the real estate market and reach sales targets.


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