Remote Client Representative / Customer Service & Benefits / WFH
About The Position
We're expanding our remote team and seeking motivated, relationship-focused professionals to join us as Remote Client Representatives. You'll meet with clients through scheduled Zoom and phone appointments, answer questions, explain available benefits, assist with enrollment, and provide ongoing client support—all from home. No previous insurance experience is required. We provide comprehensive training, licensing guidance, mentorship, and ongoing professional development. This is a commission-based opportunity, not an hourly or salaried position. Individual earnings vary based on production and performance.
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 a computer or laptop with webcam and microphone
- Maintain reliable high-speed internet
- Have a quiet, professional workspace
- Be comfortable communicating with clients virtually
- Be willing and able to obtain any required state Life & Health Insurance License
- Strong verbal and written communication skills
- Customer-focused and relationship-driven mindset
- Positive, professional, and engaging personality
- Strong work ethic and personal accountability
- Excellent time-management and organizational skills
- Ability to work independently from home
- Basic computer proficiency
- Comfort using Zoom and other virtual communication tools
- Dependability and strong follow-through
- Coachability and willingness to learn
- Interest in long-term professional growth
Nice To Haves
- Experience in customer service, administration, hospitality, retail, healthcare, education, banking, call centers, client relations, military service, management, or sales is helpful—but not required.
- Leadership or management experience is welcomed for candidates interested in future advancement.
Responsibilities
- Meet with clients through scheduled Zoom and phone appointments
- Connect with individuals and families who have requested benefit information
- Learn about each client's needs and priorities
- Explain life, accident, and supplemental health insurance options
- Answer questions and provide clear, professional guidance
- Assist clients through the application and enrollment process
- Conduct benefit and policy reviews
- Assist with beneficiary updates and ongoing service requests
- Maintain accurate digital records and follow-up communication
- Build long-term client relationships through exceptional service
- Follow applicable company procedures and state insurance requirements
Benefits
- Health insurance reimbursement program
- Company-supported life insurance
- Renewal and residual income opportunities
- Retirement-planning resources
- Performance bonuses and recognition
- Leadership development programs
- Professional conferences and events
- Incentive travel opportunities
- Career advancement based on performance
- Qualified Leads Provided – No Cold Calling
- Weekly Commission Pay + Performance Bonuses
- Flexible Scheduling
- Training & Mentorship Provided
- Residual Income Opportunities
- Leadership & Career Advancement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
