Customer Support Lead - Remote

The Jackson Agency; United States; Remote; USD 50,000 - 120,000; Full time

Benefits offered by this job

Performance bonuses

Pre-licensing support

Job summary

A licensed insurance brokerage is seeking a motivated client advisor to assist individuals and families in exploring insurance options. This remote role focuses on guiding clients through available choices and ensuring they make informed decisions. The ideal candidate will possess a background in sales or customer service and effective communication skills. This position offers commission-based compensation along with performance bonuses, and provides support for obtaining necessary licenses.

Qualifications

• Preferred background in sales, customer service, or related fields.
• Effective use of CRM systems and virtual communication tools.
• Ability to communicate clearly and professionally.
• Organized and self-managed.
• Ability to work independently in a remote setting.

Responsibilities

• Respond to client inquiries and scheduled appointments.
• Conduct virtual consultations via phone or Zoom.
• Review available insurance options with clients.
• Submit applications and documentation accurately.
• Maintain compliance with carrier and state guidelines.
• Participate in ongoing product and compliance training.
• Manage client service needs and follow-ups.

Skills

Sales background

Customer service experience

Communication skills

Organizational skills

CRM familiarity

Education

Life & Health Insurance License

Tools

CRM software

Job description

The Jackson Agency is a licensed, remote-based insurance brokerage that works directly with individuals and families seeking financial protection solutions.

We partner with nationally recognized carriers and use a streamlined, technology-supported process to serve clients who have requested information. This position focuses on guiding clients through available options and helping them make informed decisions.

This is a commission-based client advisor position within a regulated insurance environment.

Responsibilities

• Respond to client inquiries and scheduled appointments
• Conduct virtual consultations via phone or Zoom
• Review available insurance options with clients
• Accurately submit applications and documentation
• Maintain compliance with carrier and state guidelines
• Participate in ongoing product and compliance training
• Manage follow-up and client service needs

Qualifications

• Background in sales, customer service, or related field preferred
• Comfortable using CRM systems and virtual communication tools
• Clear and professional communication skills
• Organized and self-managed
• Ability to work independently in a remote setting

Requirements

• Ability to pass a background check
• Reliable computer, internet, and phone access
• Active Life & Health Insurance License OR willingness to obtain one (pre-licensing support available
• Availability to meet client scheduling needs

Compensation & Structure

• Commission-based compensation
• Performance bonuses based on submitted business

This position operates as an independent contractor role within a licensed insurance brokerage.

• If not currently licensed, guidance is provided to complete state-required pre-licensing education and testing.