Licensed Insurance Client Manager

Job Summary

To support customer inquiries, the full-time Licensed Insurance Client Manager will manage inbound chats, calls, and emails, ensuring clients find the best travel insurance policies while maintaining a valid insurance license in a remote work environment.

Key responsibilities

• Attend to inbound customer inquiries via chat, call, and email without upselling or soliciting
• Assist clients in finding the lowest-priced insurance policies that meet their needs
• Maintain and coordinate the validity of the insurance license and complete mandatory training within the first 30 to 45 days of employment

Required qualifications

• Valid Producer License with Property & Casualty line of authority
• Minimum of one year of insurance sales experience
• At least six months of experience in a fully remote position
• Customer service experience, ideally in a call center environment
• Strong computer literacy with basic software programs such as Microsoft Office and Salesforce