The Locklear Agency · 4 hours ago
Customer Service Manager - REMOTE
United States
Contract
Remote
Mid Level
3+ years expThe Locklear Agency is an established organization committed to serving families at the highest level. They are seeking a consultative, client-service-focused advisor to guide clients through their insurance options and assist them in enrolling in coverage.
Insurance
Hiring Manager
Gino Locklear
Responsibilities
Learn and follow proven company systems to deliver a high-quality client experience
Follow up with warm leads and prior client inquiries
Conduct virtual client meetings via Zoom or phone
Educate clients using a consultative, service-first approach
Help clients enroll in coverage they have requested
Maintain clear, professional, and timely communication
Collaborate with team members to ensure consistent client support
Meet performance benchmarks to unlock growth opportunities
Participate in weekly virtual training and professional development
Build and maintain long-term client relationships using company-provided and self-generated leads
Qualification
Required
3+ years of experience in sales, customer service, or a related field preferred
Strong verbal and virtual communication skills
Comfort with technology and modern digital tools
Excellent time-management and organizational skills
Professional, dependable, and service-oriented
Coachable mindset with a willingness to learn and improve
Flexible availability, including some evenings or weekends
Reliable smartphone, computer, and internet access
Ability to pass a background check
Ability to complete contracting requirements
Active Life & Health Insurance License or willingness to obtain one with support
Benefits
Performance bonuses and incentive opportunities
Clear advancement and leadership development pathways
Annual company trips for qualifying producers
Discounted personal insurance coverage options
Company
The Locklear Agency
🔹 The Locklear Agency Founded by Gino & Danielle Locklear, The Locklear Agency is one of the fastest-growing organizations in the life insurance and financial services industry.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase