Remote Client Retention Specialist

Acrisure Trade Credit; Miami (FL); Hybrid; USD 38,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Job summary

Acrisure Trade Credit is seeking a motivated Remote Sales Support Associate to join our health insurance call center. This unlicensed role focuses on client retention, customer intake, and data management while guiding prospects to licensed agents.

You will work remotely with flexible scheduling, ensuring compliance with state and federal guidelines. A collaborative environment supports growth, with on-site presence for team alignment when needed.

Qualifications

• High school diploma or equivalent required.
• 1–2 years of experience in customer service, telemarketing, inside sales, or general administrative support.
• Licensing: No active health or life insurance license is required (and no selling of insurance is permitted).

Responsibilities

• Client retention: connect with clients via phone, email, and digital outreach to introduce services and generate interest.
• Customer intake: gather basic contact information and preliminary details from prospects to hand off to licensed staff.
• Data management: log and update client interactions in the CRM database.
• Strict compliance: adhere to insurance guidelines; do not quote rates, explain plan benefits, or close sales.

Skills

Verbal communication

Active listening

Empathy

Patience

CRM navigation

Education

High school diploma

Tools

CRM platforms

Phone

Basic computer systems

Job description

Acrisure Trade Credit is seeking a motivated Remote Sales Support Associate to join our health insurance call center. This unlicensed role focuses on client retention, customer intake, and data management while guiding prospects to licensed agents.

You will work remotely with flexible scheduling, ensuring compliance with state and federal guidelines. A collaborative environment supports growth, with on-site presence for team alignment when needed.