Remote Customer Service | Insurance Agent

Responsibilities

• Conduct inbound and outbound calls to assess client needs and recommend insurance products
• Educate clients on policy options, underwriting, and benefits
• Aid 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 teammates and participate in ongoing training sessions
• Meet or exceed individual and team performance goals

Qualifications

• Must be 18+ and authorized to work in the U.S.
• Must pass a background check
• Active life insurance license preferred (or willing to obtain – we provide guidance!)
• Strong verbal and written communication skills
• Self-motivated and comfortable working in a remote, performance-driven environment
• Tech-savvy with basic proficiency in CRM tools, video conferencing, and digital communication

What We Offer

• Competitive commission structure with bonus opportunities
• Work-from-home flexibility with a schedule that supports work-life balance
• Access to TCPA-compliant leads through our internal marketing (available for purchase)
• Training, mentorship, and a clearly defined career path
• Supportive team culture built on integrity, transparency, and collaboration