Remote Client Representative | Customer Service & Benefits | Work From Home
About The Position
This is a 100% remote career opportunity where individuals can help people, enjoy greater flexibility, and build professional and financial growth based on their performance. The organization has served working families by providing life, accident, and supplemental health insurance benefits. They are expanding their virtual team and seeking motivated, service-focused professionals to join as Remote Client Representatives. The role involves meeting with individuals and families through scheduled Zoom and phone appointments, answering questions, explaining available benefits, assisting with enrollment, and providing ongoing client support, all from home. This opportunity combines customer service, benefits education, relationship building, and consultative insurance sales. No previous insurance experience is required, as training, mentorship, and licensing guidance are provided.
Requirements
- Be at least 18 years of age
- Be physically located within the United States
- Be legally authorized to work in the United States
- Have access to a computer or laptop with webcam and microphone
- Maintain reliable high-speed internet
- Maintain a quiet, professional workspace
- Be comfortable communicating with clients virtually
- Be willing to complete required training
- Hold or be willing and able to obtain the applicable state Life & Health Insurance License
- Excellent verbal and written communication
- Strong customer-service mindset
- Active listening and relationship-building skills
- Positive, professional attitude
- Self-motivation and personal accountability
- Strong work ethic
- Organization and time-management skills
- Dependable follow-through
- Problem-solving ability
- Comfort working independently from home
- Basic computer proficiency
- Comfort using Zoom and virtual technology
- Coachability and openness to feedback
- Desire for continuous professional growth
Nice To Haves
- Experience in Customer Service, Administration, Hospitality, Retail, Healthcare, Education, Banking, Financial Services, Call Centers, Client Relations, Recruiting, Military Service, Management, or Sales
- Leadership or management experience
Responsibilities
- Meet with clients through scheduled Zoom and phone appointments
- Connect with individuals who have requested benefit information
- Ask questions to understand each client's needs and priorities
- Explain available life, accident, and supplemental health insurance options
- Answer questions clearly and professionally
- Provide needs-based coverage recommendations
- Assist clients through applications and enrollment
- Conduct applicable benefit and policy reviews
- Assist with beneficiary updates and service requests
- Maintain accurate digital client records
- Provide professional follow-up and ongoing support
- Build long-term client relationships through trust and exceptional service
Benefits
- Health insurance reimbursement program
- Company-supported life insurance
- Renewal and residual income opportunities
- Long-term financial planning resources
- Leadership development programs
- Advanced mentorship
- Training opportunities
- Professional conferences and events
- Performance-based career advancement
- Company-sponsored incentive travel
- Leadership events and conferences
- Performance awards
- Recognition programs
- Additional incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
