Note: The job is a remote job and is open to candidates in USA. The Locklear Agency is an established organization committed to helping families protect what matters most through advanced technology, streamlined systems, and genuine human connection. The Customer Success Manager will manage client relationships, follow up with warm leads, conduct virtual meetings, communicate professionally, and help families understand insurance options while meeting performance and development goals.
Responsibilities
- Learn and master our systems to deliver a high-quality client experience
- Follow up with warm leads and prior client inquiries
- Meet with clients virtually through Zoom or phone
- Maintain clear and professional communication
- Collaborate with your team to ensure smooth, consistent client interactions
- Meet performance goals to earn growth opportunities
- Participate in weekly virtual training and development sessions
- Build and maintain client relationships with company-provided and self-generated leads
- Help families understand how their options can support long-term security and protection
Skills
- Strong verbal and virtual communication skills
- Comfortable using technology and modern digital tools
- Excellent time-management and organizational abilities
- Professional, dependable, and service-driven
- A people-first mindset and willingness to learn
- Flexible availability, including evenings or weekends as needed
- Reliable smartphone, computer, and internet connection
- Active Life and Health Insurance License or willingness to obtain with support
- Three or more years of experience in sales, customer service, or a related field preferred
Benefits
- Remote-friendly work with flexible training and scheduling
- Performance-based bonuses and incentives
- Annual company trips for qualifying producers
- Discounted personal coverage options
- Leadership development and long-term advancement opportunities
- Supportive, team-oriented environment built on service and integrity
- Resources and guidance to help obtain a Life and Health Insurance License in as little as 7–10 days
Company Overview