Virtual Customer Success Manager

InsuraTec Services Group is focused on helping families protect their futures with life insurance solutions. They are seeking a Virtual Customer Success Manager to provide personalized guidance and support to clients, ensuring a positive experience from onboarding to long-term service.

Responsibilities:

• Handle virtual client interactions from onboarding to ongoing support
• Provide personalized guidance to help clients understand and maintain their insurance coverage
• Use warm, qualified leads—no cold calling, no door-to-door sales
• Maintain accurate records, track performance, and contribute to client retention
• Collaborate with teammates to improve client experience and outcomes
• Stay current on products, systems, and compliance requirements
• If unlicensed, complete our self-paced, company-supported life insurance training program

Requirements:

• Excellent communication skills with a focus on listening and problem-solving
• Ability to work independently and stay organized in a virtual environment
• A client-first mindset and strong follow-through
• Eagerness to learn, grow, and help others succeed
• A commitment to professionalism, empathy, and ethical standards