Note: The job is a remote job and is open to candidates in USA. Delaney Agency is hiring an Insurance Customer Care Consultant to support individuals and families seeking insurance solutions. This remote, client-facing role involves guiding clients through protection options and conducting virtual consultations via phone or Zoom.
Responsibilities
- Connect with inbound client requests who have asked for insurance information
- Conduct virtual consultations by phone or Zoom
- Ask clear questions to understand client needs
- Present appropriate insurance options based on those needs
- Assist clients through the application process
- Follow company systems for scheduling, documentation, and follow-up
- Participate in required training and team meetings
Skills
- Must be authorized to work in the United States
- Ability to pass a background check
- Reliable phone, computer, and internet connection
- Comfortable communicating by phone and video
- Ability to follow structured systems and processes
- An active Life Insurance License is required for this role
- Candidates without a license must be willing to obtain one prior to client appointments
- Experience in customer service, sales, or client-facing roles
- Comfort working independently in a remote environment
Benefits
- Systems, Training & Mentorship Provided
- Fully remote
- Flexible scheduling based on client availability
- Guidance and resources are available for qualified applicants
Company Overview
Delaney Agency offers life insurance products and supports agents with training and resources in the insurance industry. It was founded in 2011, and is headquartered in Asheville, North Carolina, USA, with a workforce of 201-500 employees. Its website is https://thedelaneyagency.org.