The Gainey Agency · 2 days ago
Fully Remote Customer Service | Insurance Agent
The Gainey Agency is a client-focused, remote life insurance agency that provides structured support and flexible work arrangements. They are seeking motivated remote insurance sales to advise clients, support policy transactions, and contribute to business growth through consultative service and sales.
Insurance
Responsibilities
Responsible for handling inbound and outbound client interactions to assess needs, provide product recommendations, explain policy features and underwriting processes, and support beneficiary and coverage decisions
Prepare quotes, assist clients with applications, collect required documentation, and facilitate submission and issuance processes
Provide post-issuance support including endorsements, renewals, and basic claims coordination, ensuring timely follow-up and client satisfaction
Maintain accurate client and policy records in CRM systems and adhere to established procedures and compliance requirements
Collaborate with colleagues, participate in ongoing training and coaching, and contribute to meeting individual and team performance goals
Qualification
Required
18 years of age or older and authorized to work in the United States
Reliable computer, high-speed internet connection, and a suitable remote workspace
Strong verbal and written communication skills and professional phone/email etiquette
Self-motivated, coachable, and able to work independently in a performance-driven remote environment
Preferred
Active life insurance license or willingness to obtain licensing (licensing support provided)
Prior experience in insurance sales, customer service, or financial services
Familiarity with CRM systems, quote/issuance platforms, and remote sales workflows
Benefits
Fully remote work with flexible scheduling to support work–life balance.
Structured onboarding, training, and ongoing mentorship; access to internal resources and leads (leads available for purchase).
Company
The Gainey Agency
The Gainey Agency was established with the goal of helping to bring balance to the professional and personal lives of independent insurance agents and agency builders across the country.
Funding
Current Stage
Early StageCompany data provided by crunchbase