Lotz Agency ยท 4 hours ago
Online Client Specialist | Entry Level
Lotz Agency is hiring entry-level Online Client Specialists to work remotely with individuals who have requested information. This role focuses on communication, education, and follow-through using a proven system, with no cold outreach or prior experience required.
Responsibilities
Communicate with inbound online leads who have requested coverage information
Walk clients through a simple, guided conversation process
Answer basic questions and help clients understand next steps
Document interactions clearly within our system
Follow a structured workflow designed to support consistency and success
Qualification
Required
Entry-level candidates open to learning a new skill set
Self-motivated individuals who value flexibility and accountability
Strong communicators comfortable working online
U.S.-based candidates legally authorized to work in the United States
Benefits
Fully remote work environment
Warm leads provided. No cold calling
Step-by-step training and licensing support
Ongoing coaching, mentorship, and leadership access
Clear advancement opportunities for high performers
Company
Lotz Agency
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 StageCompany data provided by crunchbase