Customer Service -Remote - Insurance Sales

The Corham Agency; Florida City (FL); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Fully remote work

Flexible schedule

Ongoing training and mentorship

Professional growth

Mentorship

Job summary

A life and financial services agency is seeking motivated professionals for a remote Customer Service & Insurance Sales role. This position is commission-based and involves consultative sales combined with ongoing client support. Ideal candidates will have strong communication skills and a customer service background. The agency offers flexibility and professional growth opportunities. Responsibilities include consulting with clients, maintaining relationships, and documenting interactions via CRM systems.

Qualifications

• Customer service, sales, or call center experience; insurance or financial services experience preferred.
• Self-motivated with the ability to work independently in a remote setting.
• Reliable internet connection and phone access.
• Coachable with a willingness to learn sales, service, and compliance processes.
• Strong verbal and written communication and professional demeanor.

Responsibilities

• Consult with clients to assess financial protection needs.
• Document client interactions using CRM systems.
• Maintain long-term client relationships.
• Assist clients with applications, onboarding, policy servicing, and renewals.
• Maintain long-term client relationships through proactive follow-ups and regular outreach.
• Respond to client inquiries via phone, email, and virtual meetings in a timely manner.
• Document client interactions and manage follow-ups using CRM systems.
• Stay current on product offerings, underwriting guidelines, and relevant industry updates.
• Collaborate with agency leadership and support teams to meet individual and team performance goals.

Skills

Strong verbal and written communication skills

Customer service experience

Sales experience

Organizational skills

Coachable attitude

Job description

Overview

About Us: The Corham Agency is a growing life, health, and financial services agency committed to educating and empowering individuals and families to make confident decisions about their financial protection. We lead with integrity, service, and education—never pressure.

Role overview

We are seeking motivated, client-focused professionals for a remote Customer Service & Insurance Sales role. This 100% commission-based position combines consultative sales with ongoing client support. It is ideal for self-driven individuals who value flexibility, income potential, and meaningful client relationships.

Key Responsibilities

• Consult with prospects and clients to assess life, health, and financial protection needs.
• Explain insurance and financial product options clearly, ethically, and with a client-first approach.
• Present customized solutions, including life and health insurance, and related financial products.
• Assist clients with applications, onboarding, policy servicing, and renewals.
• Maintain long-term client relationships through proactive follow-ups and regular outreach.
• Respond to client inquiries via phone, email, and virtual meetings in a timely manner.
• Document client interactions and manage follow-ups using CRM systems.
• Stay current on product offerings, underwriting guidelines, and relevant industry updates.
• Collaborate with agency leadership and support teams to meet individual and team performance goals.

Requirements

• Strong verbal and written communication skills and professional interpersonal demeanor.
• Customer service, sales, call center, or client support experience; insurance or financial services experience preferred.
• Self-motivated and able to work independently in a remote environment.
• Coachable attitude with a willingness to learn sales, service, and compliance processes.
• Organizational skills and attention to detail; ability to manage multiple client relationships.
• Reliable internet connection and phone access for remote work.

Preferred Qualifications

• Existing life or health insurance license(s) or willingness to obtain licenses as required.
• Proven track record of meeting sales or service targets in a commission-based role.

What We Offer

• Fully remote work with a flexible schedule.
• 100% commission compensation structure with strong income potential tied to performance.
• Supportive agency leadership and collaborative team environment.
• Opportunities for professional growth through ongoing training and mentorship.
• Purpose-driven work helping clients protect their financial well-being.