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Remote Client Support Coordinator

Lotz Agency

Remote · 정규직

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Role Overview

We are looking for remote client support coordinators to assist families nationwide. This position is designed for people who are eager to build a new skill set while working with a collaborative team. The role is fully remote and centered on helping individuals who have already reached out for information.

What You’ll Do

  • Handle warm inbound inquiries from families who have requested information.
  • Discuss available options with clients and guide them based on their needs.
  • Complete required paperwork using digital systems and online tools.
  • Participate in ongoing team training to keep developing your skills.

Training and Experience

Comprehensive onboarding is provided, covering conversations, tools, and products. Prior experience in the industry is not required.

Ideal Fit

  • Strong communication skills and comfort speaking with people.
  • Ability to solve problems in a calm and helpful way.
  • Self-driven, dependable, and well-organized.
  • Capable of working from a quiet home office with reliable internet access.
  • Willingness to learn new processes and responsibilities.

Additional Requirements

This opportunity is available only to U.S. residents. A state life insurance license is required for the role; if you do not already have one, guidance will be provided during onboarding to help you obtain it.

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