The Gainey Agency · 1 week ago
Remote Customer Service | Insurance Agent
United States
Full-time
Remote
New Grad, Entry LevelThe Gainey Agency is a small, client-centered life insurance agency operating remotely. They seek a motivated remote customer service professional to serve as an insurance agent focused on life insurance and related protection products, delivering high-quality service across the insurance lifecycle.
Responsibilities
Conduct inbound and outbound client consultations to assess needs and recommend appropriate life insurance solutions
Prepare quotes, assist clients with applications, collect required documentation, and facilitate submission and issuance processes
Explain policy features, underwriting processes, beneficiary options, and coverage considerations in a clear and compliant manner
Provide post-issuance support including endorsements, renewals, and basic claims coordination; ensure timely follow-up and client satisfaction
Maintain accurate client and policy records in CRM systems and follow established procedures and compliance requirements
Collaborate with colleagues, participate in ongoing training and coaching, and contribute to individual and team performance objectives
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
Customer-service orientation with attention to detail and the ability to manage multiple tasks
Self-motivated, coachable, and able to work independently in a performance-driven remote environment
Willingness to obtain relevant life insurance licensing if not currently licensed; licensing support provided
Preferred
Active life insurance license and prior experience in insurance sales, customer service, or financial services
Familiarity with CRM systems, quote/issuance platforms, and remote sales workflows
Demonstrated success meeting sales or customer service performance goals
Benefits
Commission-based compensation with opportunities for performance-based earnings.
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.
Founded in 2013Baltimore, US
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase