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Work at Home Client Success Specialist | Entry Level

Lotz Agency
Department:Customer Service
Type:REMOTE
Region:San Francisco, CA
Location:United States
Experience:Entry Level
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Job Description

Posted on: September 28, 2026

You'll work fully remote with a team that trains you properly, structured conversations, clear expectations, and support at every step. Whatever your background, the program is built to get you up to speed. No previous experience required.


What the day-to-day actually looks like:


Calling back families who requested information

Asking good questions and listening more than you talk

Presenting coverage options by phone or video and answering honestly

Submitting applications and following cases through to approval

Weekly training calls and one-on-one mentorship as you learn


You'll do well here if you:


Are coachable and willing to be new at something

Show up consistently and do what you say you'll do

Have a dedicated workspace, reliable internet, and a computer

Prefer being trained by people who've done it over guessing your way through


If you're not yet licensed, we'll point you to the pre-licensing course and walk you through the process. U.S. residents only. Compensation is 100% commission.


Learn more: https://lotzagency.com/recruiting

Originally posted on LinkedIn

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