Insurance Sales & Client Care Specialist

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

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.