Client Representative | Customer Service & Benefits | Work From Home

Accountabilities: Connect with individuals and families through scheduled Zoom and phone appointments to understand their needs, answer questions, and provide a professional client experience.

Explain available life, accident, and supplemental health insurance benefits clearly and help clients evaluate options based on their individual circumstances.

Provide needs-based recommendations, assist eligible clients with applications and enrollment, and support required documentation.

Conduct applicable benefit or policy reviews and assist with beneficiary updates and other service requests.

Maintain accurate digital records and ensure timely, professional follow-up with clients throughout the relationship.

Build trust and long-term relationships through active listening, responsive communication, and consistent customer service.

Work with qualified client opportunities, including individuals who have expressed interest in receiving information about available benefits, without requiring traditional cold calling or lead purchasing.

Participate in virtual training, coaching, mentorship, workshops, and ongoing professional development.

Develop strong knowledge of applicable products, benefits, enrollment procedures, digital systems, and client-service practices.

Pursue applicable state Life & Health Insurance licensing and complete activities requiring licensure only after meeting the relevant licensing requirements.

Demonstrate accountability, organization, and dependable follow-through while working independently in a remote environment.

Build professional capabilities that may support future progression into specialist, mentoring, team leadership, or management responsibilities.

Requirements:

Previous insurance experience is not required ; entry-level candidates, career changers, and professionals from customer-facing industries are welcome.

Experience in customer service, administration, hospitality, retail, healthcare, education, banking, financial services, call centers, client relations, recruiting, sales, military service, or management can transfer well.

Strong verbal and written communication skills, with the ability to explain information clearly and professionally.

Excellent active-listening, relationship-building, and interpersonal skills.

Customer-focused mindset with a genuine interest in helping individuals and families.

Strong work ethic, self-motivation, personal accountability, and dependable follow-through.

Good organization and time-management skills, with the ability to manage responsibilities independently.

Problem-solving skills and the ability to understand client needs and respond appropriately.

Comfort working remotely and collaborating with teammates, mentors, and leadership through virtual tools.

Basic computer proficiency and confidence using Zoom, web-based applications, and digital business systems.

Coachability, openness to feedback, and willingness to complete structured training and professional development.

Ability and willingness to obtain the applicable state Life & Health Insurance License.

Must be at least 18 years old, physically located in the United States, and legally authorized to work in the United States.

Must have access to a reliable computer or laptop with webcam and microphone, high-speed internet, and a quiet, professional workspace.

Benefits:

100% work-from-home environment with no daily commute.

Flexible scheduling designed to provide greater control over your workday while maintaining client-service expectations.

Commission-based compensation with weekly commission payments.

Performance-based bonuses and additional recognition opportunities.

Renewal and residual income opportunities , subject to applicable terms and qualifications.

Qualified client opportunities provided , with no traditional cold calling or lead purchasing required.

Comprehensive virtual onboarding and training for candidates without prior insurance experience.

One-on-one mentorship, coaching, and ongoing professional development.

Licensing guidance and support for candidates pursuing the applicable state Life & Health Insurance License.

Potential access to a health insurance reimbursement program and company-supported life insurance, subject to eligibility.

Potential Accidental Death Benefit coverage and other professional support programs.

Leadership development and career advancement opportunities based on performance, consistency, initiative, and demonstrated leadership ability.

Potential performance recognition, incentive travel, conferences, awards, and other rewards , subject to applicable qualifications.

Access to virtual technology, digital business systems, and collaborative online resources .

Individual earnings vary based on activity, production, consistency, and results; no specific income level is guaranteed .

This is a commission-based independent contractor opportunity , rather than an hourly or salaried customer-service position.

Benefits, incentives, and programs may be subject to eligibility requirements, qualification periods, performance criteria, and availability.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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