Customer Service Specialist / Sales

Boatman Agency; United States; Remote; USD 40,000 - 65,000; Full time

Job summary

Boatman Agency, a nationwide insurance distributor, is seeking motivated professionals to develop sales and client-service skills. No prior insurance experience required; we provide structured training, proven systems, and leadership opportunities to help you grow.

You will connect with prospective clients, conduct consultations by phone and Zoom, discuss coverage options, and manage communications in our CRM.

Qualifications

• Candidates should demonstrate strong communication and interpersonal skills.
• Experience in sales, customer service, retail, hospitality, or similar roles is a plus.
• Must be self-motivated and coachable with a learn-then-do mindset.
• Ability to follow structured onboarding and utilize sales processes.

Responsibilities

• Connect with prospective clients who requested information
• Conduct client consultations by phone and Zoom
• Explain coverage options clearly and professionally
• Follow up with prospective and existing clients
• Manage client activity in our CRM
• Participate in ongoing training and team development
• Maintain licensing and compliance requirements

Skills

Communication skills

Sales experience

Customer service

Phone & video calls

Self-motivation

Education

Life and Health insurance license

Tools

CRM

Job description

The Boatman Agency is a nationwide insurance distributer. We are looking for motivated, coachable professionals who enjoy working with people and want an opportunity to develop their sales and client-service skills.

You do not need previous insurance experience to be considered. We provide structured training, proven systems, and ongoing support from experienced leaders and substantial leadership opportunities.

What You'll Do

• Connect with prospective clients who have requested information
• Conduct client consultations by phone and Zoom
• Ask questions to understand each client's needs and goals
• Explain available coverage options clearly and professionally
• Follow up with prospective and existing clients
• Manage client activity and communication within our CRM
• Participate in ongoing training and team-development meetings
• Maintain all licensing and compliance requirements

You May Be a Great Fit If You

• Have experience in sales, customer service, retail, hospitality, or another people-focused role
• Communicate confidently and professionally
• Are comfortable speaking with clients by phone and video
• Are organized and able to manage multiple conversations
• Are self-motivated, dependable, and open to coaching
• Want a career where performance can create advancement opportunities
• Hold a Life and Health insurance license or are willing to obtain one

What We Provide

• Virtual client appointments
• Structured onboarding and ongoing training
• Support from experienced agency leaders
• Established sales systems and technology
• Performance-based compensation and incentives
• Opportunities for professional growth and leadership development

Insurance experience is not required. We are more interested in your communication skills, work ethic, willingness to learn, and ability to serve clients professionally.