Customer Success Manager

Quoteplicity, LLC.; United States; Hybrid; USD 20,000 - 25,000; Full time

Benefits offered by this job

Weekly guaranteed draw

20% commission on first-year contract

10% ongoing monthly residual

Uncapped compensation

Remote work

Job summary

Quoteplicity, LLC. seeks a hands-on customer advocate for life insurance professionals, combining inbound sales, onboarding, and ongoing account management on a remote basis.

You will own onboarding, resolve support questions, and guide customers through setup and success on the Quoteplicity platform. This role blends consultative sales with technical implementation and account ownership.

Qualifications

• Experience in life insurance as an agent, agency, carrier, or BGA/IMO.
• Comfort working hands-on with software and SaaS tools including setup and troubleshooting.
• Clear, confident communication as the first impression of Quoteplicity.
• Strong self-direction and dependable follow-through in a remote contractor environment.

Responsibilities

• Respond to inbound sales inquiries and help prospects understand Quoteplicity offerings.
• Own technical onboarding and setup for new customers, getting them live on the platform.
• Resolve customer service inquiries and support tickets and manage ongoing accounts.
• Handle contracting requests and route to the right resource.
• Lead customer conversations over Zoom and follow through across calls, leads, and tickets.

Skills

Life insurance experience

Software & SaaS setup

Clear communication

Remote contractor discipline

Tools

Zoom

GoHighLevel

Job description

A hands-on customer role spanning inbound sales, technical onboarding, support, and account success for life insurance professionals.

The opportunity

Quoteplicity is a growing software company built specifically for life insurance agents and agencies. As new customers join, we need someone who can make sure each one is contacted, set up correctly, and successful on the platform.

This is a ground-floor opportunity working closely with our CEO and CTO. You will help shape how we sell, onboard, and support customers at the intersection of life insurance and technology.

This is not a narrowly defined support job. It combines consultative inbound sales, implementation, troubleshooting, and ongoing account ownership.

What you’ll do

• Respond to incoming sales inquiries and help prospective customers understand what Quoteplicity can do.
• Own technical onboarding and setup for new customers, getting them live and confidently using the platform.
• Resolve customer service inquiries and support tickets, and manage ongoing customer accounts.
• Handle contracting-related requests and route them to the right resource.
• Lead most customer conversations over Zoom, with prompt follow-through across calls, leads, and tickets.

What you need

• Professional experience in life insurance, whether as an agent, at an agency, with a carrier, or at a BGA or IMO.
• Comfort working hands-on with software and SaaS tools, including technical setup and troubleshooting.
• Clear, confident communication. You will often be a new customer's first impression of Quoteplicity.
• Strong self-direction and dependable follow-through in a remote contractor environment.

Helpful, but not required

• Experience with life insurance quoting, CRM, lead generation, or agency operations.
• Customer success, account management, technical support, or consultative sales experience.
• Familiarity with Zoom, GoHighLevel, or comparable agency software.

Compensation and engagement

$500 per week guaranteed draw

The draw applies during the first 12 weeks and continues afterward as an ongoing floor, subject to the contractor agreement and performance expectations.

• 20% commission on the first-year contract value of each new sale you close
• 10% ongoing monthly residual on the accounts you manage
• Uncapped performance-based compensation

This is a 1099 independent contractor opportunity. Health insurance and employee benefits are not included. Compensation depends on sales and retained managed accounts; only the $500 weekly floor is guaranteed. Final terms will be documented in the contractor agreement.

What to expect

• 01

  Application review

• 02

  Conversation with leadership

• 03

  Final fit and terms

Quoteplicity provides equal opportunity to qualified applicants and evaluates candidates without regard to legally protected characteristics.