Remote Customer Service / Insurance Agent

Responsibilities

• Conduct inbound and outbound calls to assess client needs and recommend appropriate life insurance products.
• Educate clients on policy options, underwriting processes, and policy benefits.
• Aid with basic policy servicing tasks, including endorsements, claims support, and beneficiary changes.
• Maintain accurate digital records using CRM tools and ensure data integrity.
• Follow up with clients regularly to ensure satisfaction and promote retention.
• Collaborate with colleagues and participate in ongoing training and development sessions.
• Meet or exceed individual and team performance targets.

Qualifications

• Must be 18 years of age or older and authorized to work in the United States.
• Must pass a background check.
• Active life insurance license preferred (or willingness to obtain a license; guidance is provided).
• Strong verbal and written communication skills.
• Self-motivated and able to work independently in a performance-driven, remote environment.
• Comfortable with technology and basic CRM tools, video conferencing, and digital communication platforms.

Preferred Experience

• Previous experience in sales, insurance, or customer service.
• Familiarity with CRM systems and remote outreach tools.

What We Offer

• Competitive commission structure with bonus opportunities.
• Work-from-home flexibility with a schedule that supports work–life balance.
• Access to training, mentorship, and industry resources.