Remote Customer Service / Insurance Agent
The Gainey Agency is a fast-growing, client-focused insurance agency offering flexible, remote opportunities. We specialize in life insurance and financial protection products and support agents with training, mentorship, and access to resources. This is a fully remote role for candidates in the Chesapeake, VA area (100% remote).
Job overview
- Provide customer service and insurance guidance as a remote Customer Service / Insurance Agent, focusing on relationship-building, presenting tailored life insurance solutions, and providing policy support.
- Work independently while participating in team collaboration and ongoing training.
Responsibilities
- Conduct inbound and outbound calls to assess client needs and recommend insurance products.
- Educate clients on policy options, underwriting, and benefits.
- Assist with basic policy servicing, including endorsements, claims support, and beneficiary changes.
- Maintain accurate digital records using CRM tools.
- Follow up with clients regularly to ensure satisfaction and retention.
- Collaborate with teammates and participate in training sessions.
- Meet or exceed individual and team performance goals.
Qualifications
- Must be 18 years of age or older and authorized to work in the United States.
- Must pass a background check.
- Active life insurance license preferred (or willingness to obtain; guidance provided).
- Strong verbal and written communication skills.
- Self-motivated and comfortable working in a remote, performance-driven environment.
- Tech-savvy with basic proficiency in CRM tools, video conferencing, and digital communication.
- Preferred: previous experience in sales, insurance, or customer service, and familiarity with CRM systems and remote outreach tools.
What we offer
- Competitive commission structure with bonus opportunities.
- Work-from-home flexibility with a schedule that supports workâlife balance.
- Access to TCPA-compliant outreach systems and compliance guidance.
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