Licensed Life & Health Customer Service Representative

Role overview Help customers navigate health and life insurance enrollment and ongoing policy needs in a fully remote, full-time role based in Texas. You’ll guide new clients through the early stages of coverage, respond to service questions, and coordinate with sales and agency operations teams to support a smooth customer experience.

Responsibilities - Keep customer policy status information current. - Contact new customers with welcome calls and explain next steps in the enrollment process. - Follow up on outstanding carrier requirements and missing documentation. - Handle inbound service calls and email requests, resolving issues or routing them as needed. - Refer renewal or cancellation concerns to retention or sales teams when appropriate. - Coordinate with sales and agency operations leaders on service goals and execution needs.

Requirements - Active General Lines Life and Health insurance license. - Strong customer service skills and the ability to listen carefully and understand customer needs. - Attention to detail when handling policy information and application requirements. - Ability to learn insurance products and enrollment processes thoroughly. - Strong computer skills and a track record of working toward performance goals.

Nice to have - Sales experience.

Benefits and work setup - Fully remote within Texas; full-time schedule. - Listed pay: $21 per hour.