Note: The job is a remote job and is open to candidates in USA. The Boatman Agency is seeking motivated professionals to build a career in insurance sales. The Customer Support Specialist | Sales role involves assisting prospective clients, conducting virtual appointments, explaining insurance options, managing CRM activity, and maintaining licensing and compliance requirements.
Responsibilities
- Speak with individuals who have requested information about coverage
- Conduct virtual appointments by phone and Zoom
- Explain insurance options clearly and professionally
- Follow up with prospective clients
- Manage client activity in our CRM
- Participate in ongoing training and team meetings
- Maintain licensing and compliance requirements
Skills
- Sales or customer-service experience
- Strong communication and follow-up skills
- Comfortable working virtually and using CRM systems
- Organized, coachable, and self-motivated
- Active Life and Health license or willingness to obtain one
Benefits
- Flexible work environment
- Structured training and ongoing support
- Performance-based incentives
- Leadership and career-development opportunities
Company Overview