Virtual Customer Success Manager

InsuraTec; Wake Forest (NC); Remote; USD 30,000 - 100,000; Full time

Job summary

InsuraTec Services Group is seeking a Virtual Customer Success Manager to support clients in maintaining their insurance coverage. This remote position offers the opportunity to work from anywhere, focusing on building relationships with clients through personalized guidance and support. With full training provided and no cold calling, this role emphasizes a client-first approach and promotes a supportive team culture.

Benefits

Unlimited earning potential

Monthly bonuses

Commission-only pay structure

100% remote work

Pre-qualified leads provided

Supportive team culture

Mentorship opportunities

Advancement into leadership roles

Qualifications

• No insurance experience required; full training provided.
• Excellent communication and listening skills.
• Ability to work independently in a virtual setting.

Responsibilities

• Handle virtual client interactions from onboarding to support.
• Use pre-qualified leads to foster relationships without cold calling.
• Collaborate with the team to improve client outcomes.

Skills

Communication

Problem Solving

Organization

Client-first Mindset

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.