Customer Service / Marketing Representative

Reliford Insurance Advisors; United States; Remote; USD 35,000 - 55,000; Part time

Job summary

A rapidly growing insurance agency is seeking a Remote Customer Service & Marketing Representative. This role is perfect for tech-savvy individuals who enjoy engaging with clients and have a flair for marketing. You will support lead intake, appointment setting, and digital marketing initiatives, all while working independently in a flexible environment. The ideal candidate will have a friendly demeanor, strong communication skills, and a willingness to learn about insurance products. Join a dynamic team focused on providing exceptional service and tailored coverage options to clients across the Gulf Coast region.

Qualifications

• Prior experience in customer service or digital marketing preferred.
• Strong written and verbal communication skills; bilingual a plus.

Responsibilities

• Follow up with prospective clients and schedule appointments.
• Assist in digital marketing efforts and monitor ad performance.

Skills

Customer Service

Digital Marketing

Sales Support

Communication Skills

Social Media Advertising

Education

High School Diploma

Bachelor's Degree in Marketing or Business

Tools

Facebook Ads Manager

Office 365

Job description

Customer Service / Marketing Representative

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Job Title: Remote Customer Service & Marketing Rep

Location: Remote (U.S. based)

Company: Reliford Insurance Advisors

Type: Part-Time or Full-Time (Flexible)

Industry: Insurance (Health, Life, and Property & Casualty)

About Us:

Reliford Insurance Advisors is a rapidly growing, client-centered insurance agency specializing in Health, Life, Medicare, and Property & Casualty insurance across the Gulf Coast region. We take pride in offering tailored coverage options to young families, seniors, and business owners with a focus on professionalism, trust, and exceptional service.

Position Overview:

We are seeking a highly organized, tech-savvy, and personable Remote Customer Service & Marketing Representative to support our lead intake, appointment setting, and digital marketing efforts. This position is ideal for someone who enjoys engaging with clients, working independently, and has a knack for customer service and marketing.

Key Responsibilities:

• Follow up promptly with prospective clients who request quotes or information through our website and digital channels.
• Conduct initial needs assessment; refer them accordingly.
• Schedule appointments directly onto the agency calendar based on client availability.
• Assist new clients in completing online quoting forms and using self-service tools.
• Deploy social media ads (Facebook, Instagram, etc.) and assist in ad creation using templates and tools provided.
• Monitor ad engagement and provide performance feedback.
• Assist in general marketing support, including occasional updates to landing pages, email campaigns, and outreach efforts.
• Ask each customer for referrals and explain our referral program.
• Monitor online reviews and solicit customer reviews.

Qualifications:

• Prior experience in customer service, sales support, or digital marketing preferred.
• An upbeat, positive and friendly demeanor.
• Comfortable making outbound calls and speaking with prospective clients.
• Strong written and verbal communication skills; bilingual a plus.
• Detail-oriented with good organizational skills.
• Basic knowledge of Facebook Ads Manager, Office 365 tools, or similar tools a plus (training available).
• Ability to work independently and maintain consistent follow-through.
• Familiarity with insurance products or willingness to learn is a plus.

Schedule & Compensation:

• Contract Position (1099); Work Remotely; Flexible hours.
• Part-time (20 hours/week) to start. May become Full-time after 90 day probationary period.
• Competitive hourly wage or monthly stipend based on experience.
• Opportunities for growth to Account Manager after obtaining insurance license(s).

How to Apply:

If you're enthusiastic about helping others, comfortable in a virtual environment, and eager to contribute to a growing agency, we’d love to hear from you. Please submit your resume and a brief message describing your interest and relevant experience.