Work From Home - Customer Service Representative

The Stephens Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a motivated Customer Service Representative to work from home, providing personalized insurance solutions to warm leads. The role involves educating clients on life insurance options and customizing coverage based on their needs.

Responsibilities:

• Meet with clients virtually (warm leads only)
• Educate families on life insurance and financial protection options
• Customize coverage solutions based on client needs and budget
• Assist with the application process
• Build professional client relationships
• Follow company and regulatory guidelines

Requirements:

• Motivated and customer service oriented
• Ability to work from home
• Experience in the Insurance industry
• Ability to identify financial and insurance needs
• Provide personalized solutions for clients
• Ability to work with clients virtually
• Educate families on life insurance and financial protection options
• Customize coverage solutions based on client needs and budget
• Assist with the application process
• Build professional client relationships
• Follow company and regulatory guidelines
• Dependable and organized
• Motivated to grow in a professional services environment