Insurance Sales Agents

Job Role : Insurance Sales Agents for Workflow Annotation Specialist Project Type: Contract-based / Freelance / Part-time – 1 Month Job Overview: We are seeking domain experts to participate in a Workflow Annotation Project . The role involves documenting and annotating the step-by-step workflows of key tasks within the candidate’s area of expertise. The goal is to capture real-world processes in a structured format for AI training and process optimization purposes. Analyze tasks and processes within your domain of expertise. Clearly describe, document, and annotate each step of the workflow in detail. Identify the tools, systems, and decision points involved in task execution. Domain Expertise Required : 🔹 Prospect and engage leads for personal & commercial insurance policies 🔹 Quote, compare, and close new policies effectively 🔹 Manage policy renewals and upsell opportunities 🔹 Maintain CRM hygiene and track all interactions accurately 🔹 Ensure full compliance with insurance industry regulations Tools & Technologies You May Work With: Proficiency in most of the following tools : Salesforce Applied Epic AgencyZoom Vertafore Radiusbob EZLynx PandaDoc DocuSign Outlook & Gmail Google Calendar Zoho CRM Show more Show less