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Client Support Specialist

Lotz AgencyUnited States
Remote · San Diego, CA
Posted 2h ago

Skills

  • CUSTOMER SUPPORT
  • COMMUNICATION
  • NEEDS-BASED SELLING
  • INSURANCE PRODUCTS
  • CLIENT RELATIONSHIP MANAGEMENT

About the role

Looking to step into something new? We're hiring and training remote client specialists.

This is a fully remote role working with warm leads — people who have already reached out asking for help. You'll have structured conversations, support from a team, and a training program designed to bring you up to speed regardless of your background. No previous experience required.


Your week looks like:

- Following up with people who recently submitted inquiries

- Having needs-based conversations by phone or video

- Helping families compare options and find what fits

- Completing paperwork together

- Ongoing training and product education


A good fit if you:

- Are open to learning a new career

- Communicate clearly and follow through

- Have a quiet home workspace and reliable internet

- Want real training and support, not "figure it out yourself"


A couple of practical notes: This role is for U.S. residents only. The work involves life insurance products, so a state insurance license is required — we'll help you obtain one if you don't have it yet.


👉 Learn more: lotzagency.com/recruiting

Originally posted on LinkedIn. You apply directly with Lotz Agency. USARemoteJobs.app never asks for payment to apply.
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