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, assisting individuals and families with their financial and insurance needs through personalized solutions.

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
• No cold calling or door-to-door sales experience required
• Full training and licensing support provided
• Dependable and organized
• Motivated to grow in a professional services environment