Client Success Manager

4 days ago

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

🍂 Massachusetts – Remote

Although this job is listed in Massachusetts, this company may be open to hiring remote in other states.

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Globe Life Family Heritage Division - Koch Agency

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Globe Life Family Heritage Division - Koch Agency is a provider specializing in family heritage insurance products. They offer a variety of insurance solutions designed to protect families and their financial futures. The agency focuses on personalized customer service and building long-term relationships with clients to ensure they have the coverage they need. They aim to educate their clients about the value of insurance and help them make informed decisions about their family's financial protection.

Supplemental Insurance • Life Insurance

1001 - 5000 employees

Founded 1989

⚕️ Healthcare Insurance

💸 Finance

🤝 Non-profit

📋 Description

• Conduct Virtual Consultations: Meet with clients remotely via Zoom to understand their financial goals, assess their insurance needs, and provide expert advice on suitable life, accident, and supplemental health products. • Explain Policies: Clearly outline policy features, coverage options, and premium costs, ensuring clients are fully informed about their options. • Ongoing Client Support: Deliver excellent customer service by addressing inquiries, assisting with policy updates, and supporting claims processing. • Build Long-Term Relationships: Foster lasting relationships with clients by conducting regular follow-ups, reviewing needs, updating policies, and offering ongoing guidance. • Ensure Compliance: Maintain accurate and up-to-date client documentation, adhering to industry regulations and company policies.

🎯 Requirements

• Excellent Communication Skills: You’ll need to be an effective communicator, with a focus on active listening and empathy. • Basic Computer Proficiency: Comfort with basic computer functions and virtual meeting software is essential. • Strong Work Ethic: Be self-driven and motivated to achieve personal and professional success. • Energetic and Upbeat Personality: Bring a positive attitude, enthusiasm, and a client-first mindset to the role. • Time Management Skills: Be able to prioritize tasks and manage your schedule effectively. • Leadership or Management Experience: Prior leadership experience is a plus, though not required.

🏖️ Benefits

• Fully Remote Work: Enjoy the flexibility of working from home while managing your schedule to fit your lifestyle. • Comprehensive Training: Get all the tools and support you need to excel, with extensive training programs designed to set you up for success. • Competitive Compensation: Benefit from an attractive commission structure that rewards your hard work, along with a generous bonus structure to maximize your earnings. • Weekly Pay: Receive consistent, weekly payments based on your performance and suggested schedule for success. • Insurance Licensing Support: We provide complete support for obtaining the necessary insurance licenses, reinforcing your professional credentials. • Flexible Work Arrangements: Post-training, enjoy a work-life balance that respects your personal commitments. • Health Insurance Reimbursement: Receive financial support for health insurance expenses. • Retirement Plan: Plan for your future with access to a retirement plan. • Policy Renewals: Continue earning from policy renewals, ensuring ongoing income.