Client Representative / Customer Service & Benefits / WFH

Accountabilities:

• • Meet with qualified clients through scheduled Zoom and phone appointments to understand their needs and priorities.
  • Explain available life, accident, and supplemental health insurance benefits in a clear, professional, and client-focused manner.
  • Answer questions, provide benefits education, and guide clients through the application and enrollment process.
  • Conduct benefit and policy reviews and assist with beneficiary updates and ongoing service requests.
  • Build and maintain strong, long-term client relationships through responsive and professional service.
  • Maintain accurate digital records and ensure timely follow-up communications.
  • Work with individuals and families who have requested information, focusing on service and relationship development rather than cold calling.
  • Follow applicable organizational procedures and state insurance requirements.
  • Participate in virtual onboarding, product training, coaching, licensing preparation, and ongoing professional development.
  • Develop the skills and knowledge required to progress toward potential roles such as Benefits Specialist, Trainer/Mentor, Team Leader, or Management.

  Requirements:

  • Strong verbal and written communication skills with a professional, positive, and engaging approach.
  • Customer-focused and relationship-oriented mindset, with a genuine interest in helping clients understand their options.
  • Strong work ethic, personal accountability, dependability, and follow-through.
  • Excellent time-management and organizational abilities, with the capacity to manage appointments and client communications independently.
  • Comfortable working remotely and communicating with clients through Zoom, phone, and other digital platforms.
  • Basic computer proficiency and access to the technology required for virtual client interactions.
  • Coachability and willingness to learn new products, processes, and insurance concepts.
  • Previous 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, particularly for candidates interested in future advancement.
  • Must be at least 18 years old and physically located in the United States.
  • Must be legally authorized to work in the United States.
  • Must have a computer or laptop with a webcam and microphone, reliable high-speed internet, and a quiet, professional workspace.
  • Must be willing and able to obtain any required state Life & Health Insurance License; licensing guidance is provided.

  Benefits:

  • 100% remote work-from-home arrangement.
  • Flexible scheduling designed to support work-life balance.
  • Scheduled, qualified client leads provided, reducing the need for traditional cold calling.
  • Weekly commission payments with performance-based bonuses.
  • Potential renewal and residual income opportunities.
  • Leadership incentives and additional performance recognition for qualifying representatives.
  • Comprehensive virtual onboarding and insurance licensing guidance.
  • Product, benefits, client-service, and enrollment training.
  • One-on-one mentorship, weekly coaching, and professional development.
  • Potential access to a health insurance reimbursement program.
  • Company-supported life insurance.
  • Retirement-planning resources.
  • Leadership development and career advancement opportunities based on performance, consistency, initiative, and leadership ability.
  • Professional conferences, events, and potential incentive travel opportunities.
  • Potential career progression from Client Representative → Benefits Specialist → Trainer/Mentor → Team Leader → Management.
  • Commission-based compensation: this is not an hourly or salaried position, and individual earnings vary according to production and performance.