Customer Service Representative - Remote

Trenkle Agency is seeking customer service life insurance agents to help individuals and families obtain appropriate insurance coverage. The role involves conducting virtual client appointments, presenting life insurance options, explaining policy details, assisting with applications, and maintaining client records in a remote environment.

Responsibilities:

• Connect with prospective clients who have requested insurance information
• Conduct virtual appointments to assess coverage needs
• Present suitable life insurance options from available carriers
• Explain benefits, premiums, and policy limitations
• Assist with applications and follow up on outstanding requirements
• Maintain client records and follow applicable insurance requirements

Requirements:

• A current life insurance license or willingness to obtain one before selling
• Strong communication and customer service skills
• Integrity and attention to detail
• Consistency, self-motivation, and openness to coaching
• The ability to work independently in a remote environment
• U.S.-based applicants