Client Representative | Customer Service & Benefits | Work From Home

Accountabilities:

• • Connect with individuals and families through scheduled Zoom and phone appointments to understand their needs, answer questions, and provide a professional client experience.
  • Explain available life, accident, and supplemental health insurance benefits clearly and help clients evaluate options based on their individual circumstances.
  • Provide needs-based recommendations, assist eligible clients with applications and enrollment, and support required documentation.
  • Conduct applicable benefit or policy reviews and assist with beneficiary updates and other service requests.
  • Maintain accurate digital records and ensure timely, professional follow-up with clients throughout the relationship.
  • Build trust and long-term relationships through active listening, responsive communication, and consistent customer service.
  • Work with qualified client opportunities, including individuals who have expressed interest in receiving information about available benefits, without requiring traditional cold calling or lead purchasing.
  • Participate in virtual training, coaching, mentorship, workshops, and ongoing professional development.
  • Develop strong knowledge of applicable products, benefits, enrollment procedures, digital systems, and client-service practices.
  • Pursue applicable state Life & Health Insurance licensing and complete activities requiring licensure only after meeting the relevant licensing requirements.
  • Demonstrate accountability, organization, and dependable follow-through while working independently in a remote environment.
  • Build professional capabilities that may support future progression into specialist, mentoring, team leadership, or management responsibilities.

  Requirements:

  • Previous insurance experience is not required; entry-level candidates, career changers, and professionals from customer-facing industries are welcome.
  • Experience in customer service, administration, hospitality, retail, healthcare, education, banking, financial services, call centers, client relations, recruiting, sales, military service, or management can transfer well.
  • Strong verbal and written communication skills, with the ability to explain information clearly and professionally.
  • Excellent active-listening, relationship-building, and interpersonal skills.
  • Customer-focused mindset with a genuine interest in helping individuals and families.
  • Strong work ethic, self-motivation, personal accountability, and dependable follow-through.
  • Good organization and time-management skills, with the ability to manage responsibilities independently.
  • Problem-solving skills and the ability to understand client needs and respond appropriately.
  • Comfort working remotely and collaborating with teammates, mentors, and leadership through virtual tools.
  • Basic computer proficiency and confidence using Zoom, web-based applications, and digital business systems.
  • Coachability, openness to feedback, and willingness to complete structured training and professional development.
  • Ability and willingness to obtain the applicable state Life & Health Insurance License.
  • Must be at least 18 years old, physically located in the United States, and legally authorized to work in the United States.
  • Must have access to a reliable computer or laptop with webcam and microphone, high-speed internet, and a quiet, professional workspace.

  Benefits:

  • 100% work-from-home environment with no daily commute.
  • Flexible scheduling designed to provide greater control over your workday while maintaining client-service expectations.
  • Commission-based compensation with weekly commission payments.
  • Performance-based bonuses and additional recognition opportunities.
  • Renewal and residual income opportunities, subject to applicable terms and qualifications.
  • Qualified client opportunities provided, with no traditional cold calling or lead purchasing required.
  • Comprehensive virtual onboarding and training for candidates without prior insurance experience.
  • One-on-one mentorship, coaching, and ongoing professional development.
  • Licensing guidance and support for candidates pursuing the applicable state Life & Health Insurance License.
  • Potential access to a health insurance reimbursement program and company-supported life insurance, subject to eligibility.
  • Potential Accidental Death Benefit coverage and other professional support programs.
  • Leadership development and career advancement opportunities based on performance, consistency, initiative, and demonstrated leadership ability.
  • Potential performance recognition, incentive travel, conferences, awards, and other rewards, subject to applicable qualifications.
  • Access to virtual technology, digital business systems, and collaborative online resources.
  • Individual earnings vary based on activity, production, consistency, and results; no specific income level is guaranteed.
  • This is a commission-based independent contractor opportunity, rather than an hourly or salaried customer-service position.
  • Benefits, incentives, and programs may be subject to eligibility requirements, qualification periods, performance criteria, and availability.