Customer Service Sales Representative

Boatman Agency is expanding and seeking motivated professionals for a customer service and insurance sales role. The representative will conduct virtual consultations, evaluate client needs, explain coverage options, manage follow-up through a CRM, and comply with licensing requirements.

Responsibilities:

• Meet with prospective clients by phone and Zoom
• Evaluate client needs and discuss coverage options
• Maintain professional and timely communication
• Track appointments and follow-up through our CRM
• Participate in ongoing training and coaching
• Follow all licensing and compliance requirements

Requirements:

• Strong communication and relationship-building skills
• Self-motivation and personal accountability
• A competitive, performance-driven mindset
• Comfort working independently in a virtual environment
• Life and Health license or willingness to obtain one