Virtual Customer Success Manager

UniTrust Financial Group•Newark, NJ

1d•Remote

About The Position

At InsuraTec Services Group, we help families protect their futures with life insurance solutions built on integrity, transparency, and heart. We're growing and looking for a Virtual Customer Success Manager to ensure our clients get the best possible supportfrom first contact to long-term service. What Youll Do: Handle virtual client interactions from onboarding to ongoing support. Provide personalized guidance to help clients understand and maintain their insurance coverage. Use warm, qualified leadsno cold calling, no door-to-door sales. Maintain accurate records, track performance, and contribute to client retention. Collaborate with teammates to improve client experience and outcomes. Stay current on products, systems, and compliance requirements. If unlicensed, complete our self-paced, company-supported life insurance training program.

Requirements

No insurance experience neededwe provide full training.
Excellent communication skills with a focus on listening and problem-solving.
Ability to work independently and stay organized in a virtual environment.
A client-first mindset and strong follow-through.
Eagerness to learn, grow, and help others succeed.
A commitment to professionalism, empathy, and ethical standards.

Responsibilities

Handle virtual client interactions from onboarding to ongoing support.
Provide personalized guidance to help clients understand and maintain their insurance coverage.
Use warm, qualified leadsno cold calling, no door-to-door sales.
Maintain accurate records, track performance, and contribute to client retention.
Collaborate with teammates to improve client experience and outcomes.
Stay current on products, systems, and compliance requirements.
If unlicensed, complete our self-paced, company-supported life insurance training program.