Client Service Representative - Remote | WFH

Remote, USA Full-time Posted 2025-03-12

We are a leading provider of supplemental coverage to labor unions, credit unions, and associations, licensed across 49 states, the District of Columbia, Canada, and New Zealand. With a legacy spanning over a century, we take pride in being the official insurer of the Dallas Cowboys and Texas Rangers, offering unique career opportunities in a positive, innovative, and community-focused... environment.

Role Description

Join our team as a full-time Remote Client Service Representative specializing in Warm Lead Sales - Insurance. This role involves engaging with prospective clients, using effective communication and sales skills to understand their needs, and presenting suitable insurance options. You'll play a crucial role in ensuring families' financial security by providing exceptional service and building lasting client relationships.

Key Responsibilities

Conduct virtual consultations with clients.

Assess client needs and provide expert advice on insurance solutions.

Maintain ongoing client relationships through regular follow-ups.

Complete administrative tasks such as note-taking and appointment setting.

Qualifications

Excellent communication and customer service skills.

Proven sales experience, including training and management.

Ability to build rapport and trust with clients.

Comfortable working independently and remotely.

Knowledge of insurance products and regulations preferred.

Bachelor's degree in a relevant field is a plus.

Desired Characteristics

We're looking for candidates who are:

Passionate

Competitive

Motivated

Dependable

Hardworking

Adaptable

Flexible

Trainable

Our Team

Our diverse team includes individuals from various backgrounds and education levels, ranging from high school graduates to veterans and professionals from different fields. If you're a dedicated team player seeking a rewarding career opportunity, we encourage you to apply!

Employment Type: Full-Time

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