Customer Success Manager - Work from Home - No Experience Necessary

The Hirsh Agency is an independent insurance agency that works with multiple national carriers to provide life insurance solutions. They are seeking a Customer Success / Sales Manager to guide clients through coverage options and help them make informed decisions. The role involves managing client communication and providing ongoing service as needed.

Responsibilities:

• Speak with individuals and families who have requested information about life insurance
• Explain coverage options and help clients choose plans that fit their needs
• Manage client communication from initial consultation through application
• Maintain follow-up and provide ongoing service as needed
• Complete training and stay up to date on product and compliance requirements

Requirements:

• Organized
• Communicates clearly
• Comfortable working in a client-facing role
• Performance-based mindset
• Ability to guide clients through coverage options
• Ability to answer questions and help clients make informed decisions
• Manage client communication from initial consultation through application
• Maintain follow-up and provide ongoing service as needed
• Complete training and stay up to date on product and compliance requirements