Remote Life Insurance Client Services Representative

Job overview

The Remote Life Insurance Client Services Representative role is described as 100% remote and supports families who requested life insurance information; the listing location is Tacoma, WA. Compensation is not specified. The Wood Agency Life is an independent insurance agency with contracts across 43 carriers. The role guides prospective clients from initial questions through application, helping them understand coverage choices and complete required steps. It also records follow-ups, checks on applications during carrier review, and builds product and state-rule knowledge through ongoing training.

What you'll do

• Return calls from people who requested life insurance information
• learn about household goals and concerns before presenting options
• explain options and complete applications with clients
• record notes and next steps in the CRM
• check in while carriers review applications
• participate in ongoing product, carrier, and state-rule training.

What we're looking for

Skills & competencies

remote life insurance sales

client services representative

customer service

life insurance applications

client follow-up

crm

state licensing

carrier products

1099 independent contractor

the wood agency life

Work arrangement

• Weekend coverage required

Benefits & perks

• Contracts with 43 carriers
• exclusive lead systems
• direct mentorship
• weekly team calls and call reviews
• licensing guidance.

Why this role

100% remote role; licensing guidance is available; exclusive leads are people who have already asked about coverage; mentorship from agency leaders; weekly team calls and call reviews.

About the employer

The Wood Agency Life is hiring for this role. Industry: Direct Life Insurance Carriers. Sector: 52.