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.