Customer Service Professional - Remote jobs in United States
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Fine Agency · 3 hours ago

Customer Service Professional - Remote

Fine Agency is a family-run brokerage on a mission to serve clients better than anyone else in the industry. They are seeking a Customer Service Professional to guide clients through their offerings, manage communications, and hit performance benchmarks.

Insurance
Hiring Manager
Amy Fine
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Responsibilities

Learn our products, systems, and process inside-out so you can serve with confidence
Follow up with warm leads who’ve already shown interest
Run appointments virtually (Zoom + phone) and walk clients through options
Manage communication between corporate and client—nothing slips
Answer client questions and resolve issues quickly and professionally
Hit key performance benchmarks that trigger promotions and bigger paychecks
Stay compliant with licensing requirements (we’ll help you get licensed in 7–10 days if you’re not already)
Show up to weekly team calls sharp and engaged
Grow your pipeline with both company-provided and self-generated leads
Educate clients on products and services so they feel confident choosing you

Qualification

Sales experienceTechnology proficiencyCommunication skillsLife/Health licenseCustomer-first mindset

Required

Comfortable with technology—Zoom, CRMs, software, etc
Strong communication skills—polished on the phone and in person
Able to juggle multiple tasks and hit deadlines without excuses
Customer-first mindset (but also results-driven)
Willing to work evenings and weekends when clients need you
Must pass a background check and complete carrier contracting
Life/Health license (or willingness to get licensed fast—we'll help)

Preferred

3+ years sales experience preferred (but if you can close, we care more about skill than résumé)

Benefits

Flexibility in training and schedule—you control your time.
Annual incentive trips for top performers.
Discounted health and life insurance.
Monthly bonuses tied directly to performance.
A career path with no ceiling on growth or income.

Company

Fine Agency

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The Fine Agency is a family-run Insurance brokerage started in 2016. We intentionally work towards leaving people better than we found them...

Funding

Current Stage
Growth Stage
Company data provided by crunchbase