Entry Level Customer Service Rep WFH

AIL•Dallas, TX
•Remote

About The Position

As an Insurance Representative, you'll work directly with clients through virtual Zoom and phone appointments, helping them understand available benefits and select coverage that best meets their needs. You'll build lasting client relationships while delivering outstanding service in a fully remote environment.

Requirements

  • Strong communication and interpersonal skills
  • Self-motivation and excellent organizational abilities
  • Professionalism, integrity, and reliability
  • Ability to build meaningful client relationships
  • Basic computer proficiency, including Google Workspace or similar applications
  • Ability to manage multiple priorities in a remote environment
  • Positive attitude and willingness to learn
  • Must be at least 18 years of age
  • Must be legally authorized to work in the United States
  • Must be physically located within the United States
  • Computer or laptop
  • Reliable high-speed internet connection
  • Webcam and microphone capability
  • Quiet, professional workspace

Nice To Haves

  • Customer Service
  • Sales
  • Client Relations
  • Financial Services
  • Insurance
  • Healthcare
  • Retail
  • Hospitality
  • Business Development
  • Coachability, professionalism, and a commitment to helping others

Responsibilities

  • Meet with clients virtually through Zoom and phone consultations
  • Present insurance and benefit solutions tailored to each client's needs
  • Explain policy features, coverage options, and available benefits
  • Guide clients through the application and enrollment process
  • Assist with policy reviews, updates, and ongoing service requests
  • Build long-term client relationships based on trust and exceptional service
  • Respond promptly to client questions and concerns
  • Maintain accurate documentation and follow-up communication
  • Uphold company policies and industry compliance standards
  • Participate in ongoing virtual training and mentorship
  • Develop communication, leadership, and client service skills
  • Collaborate with a supportive remote team
  • Continue growing through coaching and leadership development opportunities

Benefits

  • Medical reimbursement program for qualifying representatives
  • Company-supported life insurance
  • Union-supported work environment
  • Leadership conferences and professional development events
  • Incentive travel opportunities for qualifying team members
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