Customer Support Lead - Remote
The Jackson Agency
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
About
We partner with nationally recognized carriers and use a streamlined, technology-supported process to serve clients who have requested information. This position focuses on guiding clients through available options and helping them make informed decisions.
This is a commission-based client advisor position within a regulated insurance environment.
Responsibilities
Respond to client inquiries and scheduled appointments
Conduct virtual consultations via phone or Zoom
Review available insurance options with clients
Accurately submit applications and documentation
Maintain compliance with carrier and state guidelines
Participate in ongoing product and compliance training
Manage follow-up and client service needs
Qualifications
Background in sales, customer service, or related field preferred
Comfortable using CRM systems and virtual communication tools
Clear and professional communication skills
Organized and self-managed
Ability to work independently in a remote setting
Requirements
Ability to pass a background check
Reliable computer, internet, and phone access
Active Life & Health Insurance License OR willingness to obtain one (pre-licensing support available
Availability to meet client scheduling needs
Compensation & Structure
Commission-based compensation
Performance bonuses based on submitted business
This position operates as an independent contractor role within a licensed insurance brokerage.
If not currently licensed, guidance is provided to complete state-required pre-licensing education and testing.
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Languages
- English
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