Insurance Client Success Specialist (Warm Leads, License Help)

Unlock Potential 360; Naperville (IL); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Ongoing coaching

Job summary

Unlock Potential 360 in Naperville, IL is seeking an enthusiastic client liaison to guide prospective clients through coverage options. You will engage with individuals who request information, review needs, and present suitable protection plans, assisting them through the enrollment process.

This role emphasizes relationship-building and ongoing client communication. Expect a training program, coaching, and access to warm leads—no cold calling—while you work toward obtaining an insurance

Qualifications

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Responsibilities

• Reach out to clients who have requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process.
• Maintain follow-up and ongoing client communication.
• Build client-for-life relationships.

Skills

Communication

Independence

License readiness

Coachability

Job description

Unlock Potential 360 in Naperville, IL is seeking an enthusiastic client liaison to guide prospective clients through coverage options. You will engage with individuals who request information, review needs, and present suitable protection plans, assisting them through the enrollment process.

This role emphasizes relationship-building and ongoing client communication. Expect a training program, coaching, and access to warm leads—no cold calling—while you work toward obtaining an insurance