Customer Service Sales Representative

The Boatman Agency is expanding and seeking motivated professionals who want more control over their career growth.

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

You will work with individuals who have requested information about insurance coverage, conduct virtual consultations, explain available options, and provide consistent follow-up throughout the application process.

WHAT YOU WILL DO

• Meet with prospective clients by phone and Zoom

• Evaluate client needs and discuss coverage options

• Maintain professional and timely communication

• Track appointments and follow-up through our CRM

• Participate in ongoing training and coaching

• Follow all licensing and compliance requirements

WHAT WE ARE LOOKING FOR

• Strong communication and relationship-building skills

• Self-motivation and personal accountability

• A competitive, performance-driven mindset

• Comfort working independently in a virtual environment

• Life and Health license or willingness to obtain one

We provide structured training, proven systems, leadership support, and advancement opportunities based on performance.

Take ownership of your career. xhyhwjd Apply today.