[Remote] Customer Service Specialist
Note: The job is a remote job and is open to candidates in USA. The Strickland Group is a family-driven agency within one of the largest insurance organizations in the country, aiming to disrupt the traditional insurance space with technology and human connection. They are seeking a Customer Service Specialist to deliver exceptional client experiences, manage communications, and build relationships with clients who have requested assistance in securing financial protection.
Responsibilities
- Master company systems and products to deliver a first-class client experience
- Follow up with warm leads and prior client inquiries
- Meet with clients virtually via Zoom or phone during the sales process
- Manage direct communication between clients and the company
- Collaborate with your agency team to ensure smooth, professional client experiences
- Meet or exceed performance goals to earn promotions and leadership opportunities
- Maintain state licensing requirements and compliance standards
- Attend weekly virtual meetings for training and team development
- Build and nurture client relationships through company-provided or self-generated leads
- Educate clients on how our products help build and protect generational wealth
Skills
- Ability to work flexible hours — evenings and weekends as needed for clients
- Reliable cell phone, data, and Wi-Fi access
- Must pass a background check
- Complete carrier contracting requirements
- Active Life & Health Insurance License (or willingness to obtain — we help you get licensed in 7–10 days)
- Strong time management and organization skills
- Excellent communication skills — both on the phone and face-to-face
- A servant leadership mindset focused on helping others
- 3+ years of experience in sales, customer service, or a related field
- Comfortable with technology and modern communication tools
Benefits
- Work remotely with flexible training and scheduling
- Performance-based bonuses and incentives
- Annual all-expense-paid trips for top producers
- Discounted health and life insurance coverage options
- Leadership development and growth opportunities within the organization
- The Strickland Group provides the resources and guidance to help you obtain it in as little as 7–10 days.
Company Overview