Remote Customer Service / Insurance Agent

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 tasks, including endorsements, claims support, and beneficiary updates.
• 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 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 one (guidance provided; candidates must meet applicable state licensing requirements).
• Strong verbal and written communication skills.
• Self-motivated and comfortable working in a remote, performance-driven environment.
• Comfortable with technology and basic proficiency in CRM tools, video conferencing, and digital communication platforms.
• Prior experience in sales, insurance, or customer service is preferred.
• Familiarity with CRM systems and remote outreach tools is preferred.

What We Offer

• Competitive commission structure with bonus opportunities.
• Work-from-home flexibility with a schedule that supports work–life balance.
• Training, mentorship, and resources to support licensing and professional development.