The Locklear Agency · 15 hours ago
Customer Success Manager - Remote
United States
Contract
Remote
Mid Level
3+ years expThe Locklear Agency is an established organization dedicated to serving families with integrity and vision. They are seeking a Customer Success Manager to deliver high-quality client experiences, follow up with warm leads, and build relationships with clients to ensure their long-term security and protection.
Insurance
Hiring Manager
Gino Locklear
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
Qualification
Required
Three or more years of experience in sales, customer service, or a related field preferred
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
Ability to pass a background check
Ability to complete contracting requirements
Active Life and Health Insurance License or willingness to obtain with support
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
Company
The Locklear Agency
🔹 The Locklear Agency Founded by Gino & Danielle Locklear, The Locklear Agency is one of the fastest-growing organizations in the life insurance and financial services industry.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase