Customer Service Specialist / Sales

The Boatman Agency is a nationwide insurance distributer. We are looking for motivated, coachable professionals who enjoy working with people and want an opportunity to develop their sales and client-service skills. You do not need previous insurance experience to be considered. We provide structured training, proven systems, and ongoing support from experienced leaders and substantial leadership opportunities. What You'll Do Connect with prospective clients who have requested information Conduct client consultations by phone and Zoom Ask questions to understand each client's needs and goals Explain available coverage options clearly and professionally Follow up with prospective and existing clients Manage client activity and communication within our CRM Participate in ongoing training and team-development meetings Maintain all licensing and compliance requirements You May Be a Great Fit If You Have experience in sales, customer service, retail, hospitality, or another people-focused role Communicate confidently and professionally Are comfortable speaking with clients by phone and video Are organized and able to manage multiple conversations Are self-motivated, dependable, and open to coaching Want a career where performance can create advancement opportunities Hold a Life and Health insurance license or are willing to obtain one What We Provide Virtual client appointments Structured onboarding and ongoing training Support from experienced agency leaders Established sales systems and technology Performance-based compensation and incentives Opportunities for professional growth and leadership development Insurance experience is not required. We are more interested in your communication skills, work ethic, willingness to learn, and ability to serve clients professionally. #J-18808-Ljbffr Boatman Agency