Remote Client Account Specialist - Life & Protection

Zohorecruit; Pearl (MS); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Effective training program

Access to client management tools

Access to warm leads (no cold calling)

Job summary

Zohorecruit is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway, helping them understand their options and move through the process.

This role emphasizes outreach, relationship-building, and ongoing communication, with training, coaching, and access to warm leads to support success in a remote setting.

Qualifications

• Excellent communication skills.
• Ability to work independently.
• Willingness to obtain state insurance license.
• Coachable and driven.

Responsibilities

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

Skills

Strong communication

Interpersonal skills

Independent worker

Willingness to obtain license

Tools

Client management tools

Job description

Zohorecruit is seeking a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. You will guide clients through a step-by-step pathway, helping them understand their options and move through the process.

This role emphasizes outreach, relationship-building, and ongoing communication, with training, coaching, and access to warm leads to support success in a remote setting.