Remote Customer Service / Insurance Agent

Key responsibilities

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

Minimum 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; candidates willing to obtain a license will be supported.
• Strong verbal and written communication skills.
• Self-motivated and comfortable working in a remote, performance-driven environment.
• Proficient with basic digital tools, including CRM systems, video conferencing, and online 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 to support work-life balance.
• Access to TCPA-compliant systems, training, and mentorship to support success in the role.