Virtual Customer Success Manager

InsuraTec; Vallejo (CA); Remote; USD 40,000 - 70,000; Full time

Job summary

InsuraTec Services Group is seeking a Virtual Customer Success Manager to ensure clients receive exceptional support. This fully remote role offers flexible hours, the ability to work from anywhere, and focuses on client relationships through pre-qualified leads. No prior experience in insurance is needed, as comprehensive training is provided, alongside a supportive team culture committed to mentorship and success.

Benefits

Commission-only pay with unlimited earning potential

Monthly bonuses

Pre-qualified leads

Mentorship and shared success culture

Advancement opportunities

Qualifications

• Eagerness to learn, grow, and help others succeed.
• Client-first mindset with strong follow-through.
• Ability to work independently in a virtual setting.

Responsibilities

• Handle virtual client interactions from onboarding to ongoing support.
• Provide personalized guidance on insurance coverage.
• Maintain accurate records and contribute to client retention.

Skills

Communication

Problem-Solving

Organization

Job description

Career Opportunities with UniTrust Financial Group

A great place to work.

Careers At UniTrust Financial Group

Current job opportunities are posted here as they become available.

Location: Remote (Work From Home)
Work Hours: Full-Time | Flexible Schedule

About InsuraTec Services Group:
At InsuraTec Services Group, we help families protect their futures with life insurance solutions built on integrity, transparency, and heart. We're growing and looking for a Virtual Customer Success Manager to ensure our clients get the best possible support—from first contact to long-term service.

What You’ll Do:

Handle virtual client interactions from onboarding to ongoing support.

Provide personalized guidance to help clients understand and maintain their insurance coverage.

Use warm, qualified leads—no cold calling, no door-to-door sales.

Maintain accurate records, track performance, and contribute to client retention.

Collaborate with teammates to improve client experience and outcomes.

Stay current on products, systems, and compliance requirements.

If unlicensed, complete our self-paced, company-supported life insurance training program.

What You Bring:

No insurance experience needed—we provide full training.

Excellent communication skills with a focus on listening and problem-solving.

Ability to work independently and stay organized in a virtual environment.

A client-first mindset and strong follow-through.

Eagerness to learn, grow, and help others succeed.

A commitment to professionalism, empathy, and ethical standards.

What You’ll Get:

Commission-only pay with unlimited earning potential and monthly bonuses.

100% remote work – serve clients from anywhere.

Pre-qualified leads – focus on relationship-building, not prospecting.

A supportive team culture focused on mentorship and shared success.

Advancement opportunities into leadership and client management roles.

Take Ownership of Your Success:
If you’re motivated, dependable, and passionate about helping people, this role is a great fit. Join a company that puts people first—clients and team members alike—and build a career that’s meaningful and flexible.

We’re an Equal Opportunity Employer:
InsuraTec Services Group values diversity and welcomes individuals from all backgrounds. We’re committed to building a supportive, inclusive workplace.