Remote Client Success & Protection Specialist

Zohorecruit; Beaufort (SC); Remote; USD 35,000 - 70,000; Full time

Benefits offered by this job

Training program

Leads provided

Coaching

Job summary

Zohorecruit in Beaufort, SC is seeking a remote Client Account Specialist to assist clients with information about life and financial protection options. You will guide clients through a step-by-step process, nurture relationships, and manage follow-ups.

This role emphasizes independence with support, and offers training, coaching, and access to client management tools. State license assistance is provided to help you grow in the role.

Qualifications

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

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

State insurance license readiness

Tools

CRM software

Job description

Zohorecruit in Beaufort, SC is seeking a remote Client Account Specialist to assist clients with information about life and financial protection options. You will guide clients through a step-by-step process, nurture relationships, and manage follow-ups.

This role emphasizes independence with support, and offers training, coaching, and access to client management tools. State license assistance is provided to help you grow in the role.