Customer Success Manager - REMOTE

The Locklear Agency is an established organization committed to serving families at a high level. They are seeking a Customer Success Manager to guide conversations with clients who have already expressed interest in coverage, ensuring a consultative and service-first approach to their needs.

Responsibilities:

• Work with individuals and families who have requested information
• Conduct virtual conversations via Zoom or phone
• Follow a service-first, consultative process
• Learn and apply company systems and tools
• Participate in ongoing training and development
• Build long-term client and team relationships

Requirements:

• Prior experience in sales or customer-facing roles is helpful but not required