Remote - Policy Account Advisor Job at Lloyd Agencies, Madison, WI

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  • Lloyd Agencies
  • Madison, WI

Job Description

Compensation
This role is 100% commission-based.

Role Overview
As an Policy Account Advisor, you’ll serve as the link between individuals and the benefit programs available to them. You’ll lead virtual meetings and support clients throughout the application process.

Company Overview
Lloyd Business Services is one of the most established and reputable firms in the voluntary benefits space. With 68+ years of history, we proudly serve over 40,000 labor unions and associations—including elite partnerships with the NFL, NBA, and MLB. Our current coverage portfolio exceeds $58.9 billion, and our A+ AM Best rating confirms our financial leadership. With over 5 million lives protected, we’ve also been named one of Forbes’ Top 25 Happiest Places to Work. We believe in protecting others while building careers that matter.

Responsibilities

  • Conduct client-facing Zoom sessions

  • Educate individuals on protection plans

  • Submit applications with accuracy and detail

  • Record call activity and manage pipeline

  • Collaborate with team and participate in development calls

What You Can Expect

  • Remote-first work

  • Commission payouts each week

  • Performance travel and bonus programs

  • Full support and training

  • Leadership opportunities based on production

Who Thrives Here

  • 18+ with a diploma or GED

  • Self-motivated and confident on Zoom

  • Organized and proactive communicator

  • Customer-facing experience is a plus

Job Tags

Remote job, Full time,

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