REMOTE - Customer Service Agent

Build new skills, connect with people, and grow your career—all from your home workspace. We’re seeking motivated, service-minded individuals to help families understand available life insurance and supplemental benefit options through professional, personalized conversations.

This opportunity combines customer service, benefits education, and insurance sales. You’ll meet with clients virtually, answer questions, discuss their needs, and guide them through coverage and application options.

No previous insurance experience is required. Structured training and ongoing coaching will help you develop the knowledge and confidence needed to support clients effectively.

How You’ll Support Clients

Create a welcoming experience

Connect with individuals and families by phone and video, establish rapport, and explain what they can expect during their appointment.

Listen and identify needs

Learn about each household’s priorities, address questions, and help clients explore coverage suited to their circumstances.

Make information easier to understand

Explain available products, costs, eligibility requirements, and coverage limitations in clear, straightforward language.

Assist with applications

Guide clients through digital forms, check information for completeness, and outline the next steps in the application process.

Keep communication consistent

Follow up on outstanding questions and applications, provide updates, and direct service requests to the appropriate resources.

Manage your daily activities

Organize appointments, maintain accurate client records, and balance new conversations with follow-up responsibilities.

Learn and improve

Participate in virtual team meetings and coaching sessions while working toward customer service and sales goals.

Opportunities and Support

- Work from home: Complete your daily responsibilities remotely using phone, video, and online tools.

- Training from the start: Learn the products, systems, and communication skills used throughout the client experience.

- Ongoing coaching: Receive guidance and practical feedback as you gain experience.

- Performance-based earning opportunities: Develop your income potential through sales results and client relationships.

- Professional growth: Build transferable skills in communication, organization, and problem-solving.

- Advancement potential: Explore opportunities for additional responsibilities and leadership as you demonstrate results.

- Benefit options: Available to eligible representatives, subject to applicable plan terms.

- Team collaboration: Stay connected through regular meetings, shared learning, and support.

What You’ll Bring

We’re looking for people who are dependable, curious, and comfortable speaking with others. A positive approach, willingness to learn, and consistent follow-through are valuable qualities for this opportunity.

Ideal applicants have:

- Friendly, professional communication and strong listening skills.

- The ability to explain information patiently and clearly.

- Good organization and attention to detail.

- Self-motivation and the ability to manage a remote workday.

- Comfort with email, online forms, and video meeting platforms.

- Reliable internet access and a quiet home workspace.

- Willingness to obtain the required insurance licence before conducting licensed activities.

Experience That Can Help

Experience in retail, hospitality, customer support, administration, or sales can provide a useful foundation. If you’ve helped customers resolve questions, explained products, or managed appointments, you may already have skills that translate well to this work.

Applicants entering the workforce or exploring a career change are also welcome. You should be ready to participate in training, apply feedback, and develop confidence through practice.

Apply Today

Interested in a remote opportunity that combines client interaction with professional growth? Submit your application to learn more.

The interview process will cover daily responsibilities, sales expectations, compensation, benefit eligibility, and licensing requirements so you can decide whether the opportunity fits your goals.