Remote Customer Service / Insurance Agent

Job Overview

The Gainey Agency is seeking Customer Service / Insurance Agents to join their fully remote team. The role focuses on building relationships with clients, presenting tailored life insurance solutions, and providing ongoing policy support.

Responsibilities

• Conduct inbound and outbound calls to assess client needs and recommend appropriate insurance products.
• Educate clients on policy options, underwriting processes, and benefits.
• Affix 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 promote retention.
• Collaborate with team members and participate in ongoing training sessions.
• Meet or exceed individual and team performance goals.

Qualifications

• Must be at least 18 years of age and authorized to work in the United States.
• Must pass a background check.
• Active life insurance license preferred; candidates willing to obtain a license are encouraged to apply (guidance provided).
• Strong verbal and written communication skills.
• Self-motivated and comfortable working remotely in a performance-driven environment.
• Tech-savvy with basic proficiency in CRM systems, video conferencing, and digital communication tools.
• Preferred: previous experience in sales, insurance, or customer service and familiarity with CRM systems and remote outreach tools.

What We Offer

• Competitive commission structure with bonus opportunities.
• 100% remote work with schedule flexibility to support work–life balance.
• Access to training, mentorship, and digital tools to support sales and service activities.
• Support for obtaining required licensing where applicable.