Delaney Agency · 11 hours ago
Insurance Client Specialist – Remote | Training Provided | $85k / Yr
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $300K/yrDelaney Agency is a family-driven agency backed by a major national insurance organization, and they are seeking an Insurance Client Specialist to assist individuals and families with their insurance needs. This role focuses on customer service and consultative communication, guiding clients through the protection process without the pressure of cold calls or sales.
Financial ServicesInsuranceTraining
Responsibilities
Follow up with warm client requests and prior inquiries
Schedule and run appointments via Zoom or phone
Ask thoughtful questions and guide families through clear options
Help clients complete the protection process with confidence
Use company tools to track follow-ups and stay organized
Attend weekly virtual training and team development
Qualification
Required
Ability to pass a background check and carrier contracting
Reliable phone, computer, and internet/Wi-Fi
Flexible availability (some evenings/weekends)
Active Life & Health license or willingness to obtain
Preferred
Clear, confident communicator (phone + video)
Reliable, coachable, and self-directed
Organized with follow-through
Comfortable with technology (Zoom, CRM, calendars)
Service-minded and people-focused
Experience helps but isn't required. Consistency and coachability matter most
Benefits
100% remote with flexible scheduling
Training, mentorship, and a repeatable system
Performance bonuses and incentives
Annual all-expense-paid trips for top producers
Discounted health and life coverage options
Leadership development and long-term growth opportunities
Company
Delaney Agency
Delaney Agency offers life insurance products and supports agents with training and resources in the insurance industry.
Founded in 2011
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Delaney
Chief Data Reporting Officer
Company data provided by crunchbase