Customer Service Sales-Insurance

Join The Gainey Agency as a remote Customer Service / Insurance Agent. This 100% virtual position delivers client-focused service, identifies appropriate life insurance and related financial solutions, and supports policy servicing while contributing to team sales performance. The role offers flexibility, training, and a clear path for professional growth.

Key responsibilities

• Conduct inbound and outbound client outreach to assess needs and present suitable insurance products.
• Explain product features, policy details, underwriting requirements, and premium options clearly and accurately.
• Support policy maintenance tasks, including endorsements, beneficiary updates, and basic claims assistance while maintaining accurate records.
• Build and maintain long-term client relationships through timely, professional communication and follow-up.
• Document client interactions and outcomes in the CRM and adhere to established compliance and quality standards.
• Collaborate with colleagues to refine sales strategies, share best practices, and meet team goals.
• Participate in ongoing training to remain current on products, regulations, and market trends.

Minimum qualifications

• U.S. residency and legal authorization to work remotely from within the United States.
• At least 18 years of age and able to pass a background check.
• Active life insurance license preferred; willingness to obtain required licenses (assistance provided) acceptable.
• Excellent verbal and written communication skills with a strong customer service orientation.
• Comfortable working in a target-driven, fast-paced environment and adaptable to change.
• Proficiency with standard business technology (phone systems, video conferencing, CRM software) and ability to maintain accurate digital records.
• Preferred experience
• Previous sales, tele-sales, or insurance customer service experience.
• Familiarity with CRM tools, outbound calling best practices, and remote sales processes.

What we offer

• Competitive compensation with commission and performance-based bonus opportunities.
• Fully remote, flexible work arrangement to support work-life balance.
• Access to TCPA-compliant lead resources through our internal marketing team (available for purchase).
• Ongoing training, mentorship, and a clear path for professional growth and advancement.
• Supportive team culture focused on client outcomes and sustainable business development.
• Commitment to inclusion

The Gainey Agency, based in Baltimore, Maryland, values diverse perspectives and is committed to creating an inclusive work environment where all employees are treated with respect. We seek candidates who demonstrate professional integrity and a dedication to delivering quality client service.