Customer Service - Remote - Insurance Sales

The Gainey Agency is seeking motivated, client-focused professionals to join our team in a remote Customer Service role with responsibilities that include insurance sales and policy servicing. This position combines consultative sales with ongoing client support to help individuals and families secure appropriate insurance coverage.

Position overview

• Provide high-quality customer service to prospective and existing clients through phone, email, and virtual meetings.
• Conduct consultative discussions to assess client needs and recommend suitable life insurance and related financial protection solutions.
• Manage policy servicing tasks, including processing applications, facilitating underwriting requirements, handling endorsements and policy changes, and responding to client inquiries.
• Maintain accurate client records and documentation in the company CRM and ensure timely follow-up on leads and client requests.
• Collaborate with internal teams (underwriting, operations, leadership) to resolve client issues and ensure compliance with regulatory and company standards.
• Achieve individual performance targets for client satisfaction, retention, and sales activity while adhering to licensing and compliance requirements.
• Participate in ongoing training, coaching, and quality assurance activities to maintain product knowledge and service standards.

Required qualifications

• Strong verbal and written communication skills and a professional customer-service orientation.
• Ability to work independently in a remote environment, manage time effectively, and prioritize tasks.
• Comfortable using virtual meeting tools (e.g., Zoom), CRM systems, and standard office software.
• Willingness to obtain and maintain relevant insurance licenses; licensing support and training will be provided if needed.
• High degree of attention to detail and commitment to maintaining compliance with regulatory and company policies.

Preferred qualifications

• Previous experience in insurance, financial services, customer service, or remote sales roles.
• Demonstrated success meeting performance targets in a client-facing environment.

What we offer

• Fully remote work arrangement with flexible full-time or part-time schedules.
• Comprehensive training, licensing guidance, and regular mentorship.
• Access to company-provided leads and sales-support tools; no cold calling required.
• Opportunities for professional development and advancement within the agency.
• Technology and systems to support remote client consultations and efficient case management.

Location note: The position is remote. The Gainey Agency is headquartered in Baltimore, Maryland.