Delaney Agency · 18 hours ago
Client Services Representative – Insurance (Remote)
United States
Full-time
Remote
New Grad, Entry LevelDelaney Agency is hiring an Insurance Client Specialist to support individuals and families seeking insurance solutions. This remote, client-facing role involves guiding clients through protection options and conducting virtual consultations.
Financial ServicesInsuranceTraining
Responsibilities
Connect with inbound client requests who have asked for insurance information
Conduct virtual consultations by phone or Zoom
Ask clear questions to understand client needs
Present appropriate insurance options based on those needs
Assist clients through the application process
Follow company systems for scheduling, documentation, and follow-up
Participate in required training and team meetings
Qualification
Required
Must be authorized to work in the United States
Ability to pass a background check
Reliable phone, computer, and internet connection
Comfortable communicating by phone and video
Ability to follow structured systems and processes
An active Life Insurance License is required for this role. Candidates without a license must be willing to obtain one prior to client appointments
Preferred
Experience in customer service, sales, or client-facing roles
Comfort working independently in a remote environment
Benefits
Additional performance-based incentives may be available
Ongoing training and operational support
Company
Delaney Agency
Delaney Agency offers life insurance products and supports agents with training and resources in the insurance industry.
Founded in 2011
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mike Delaney
Chief Data Reporting Officer
Company data provided by crunchbase