Client Success Supervisor - Remote

3 hours, 38 minutes ago
Mid Level
Customer and Technical Support

AO Garcia Agency

An independent insurance agency operating under the American Income Life / Globe Life network.

Insurance

Description

  • Assess client needs during virtual consultations
  • Explain relevant options and guide clients toward decisions
  • Maintain ongoing client relationships after initial meetings
  • Document interactions and manage appointment scheduling
  • Keep CRM records accurate and up to date
  • Conduct interviews and client interactions via Zoom

Requirements

  • Driven, dependable, and trainable
  • Comfortable working in a competitive, performance-oriented environment
  • Comfortable appearing on camera for virtual meetings
  • Able to manage administrative tasks, including notes, appointments, and CRM updates

Benefits

  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement opportunities
  • Full training provided
  • Access to a current technology stack
  • Work-from-home arrangement

Interested in this position?

Apply directly on the company website

Apply Now

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