Client Services Representative | At Home | Training Provided jobs in United States
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Lotz Agency ยท 2 hours ago

Client Services Representative | At Home | Training Provided

Lotz Agency is expanding their remote team and seeking dependable, coachable individuals for a client-facing role. The position involves supporting families who have requested information and guiding them through coverage options with the help of a structured system.

Insurance
Hiring Manager
Tom Lotz
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Responsibilities

Work from home with a flexible schedule
Speak with warm, inbound clients who have requested information
Explain simple coverage options and guide clients through a straightforward process
Follow a proven, structured system that keeps your day efficient
Participate in hands-on training, mentorship, and ongoing support

Qualification

Client communicationCoachableReliableComfortable with ZoomSelf-motivated

Required

Dependable and coachable individuals
Comfortable speaking with clients by phone or Zoom
Self-motivated and disciplined
U.S.-based and legally authorized to work in the United States
No experience required. We train the right people

Benefits

Fully remote position
Warm leads. No cold calling
Step-by-step training and licensing guidance
Ongoing support from experienced leadership
Clear commission structure with no income cap

Company

Lotz Agency

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The Lotz Agency is a family-run Insurance brokerage started in 2019. We intentionally work towards leaving people better than we found them...

Funding

Current Stage
Early Stage
Company data provided by crunchbase