Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Account Specialist - Remote

Unlock Potential 360

Job Description
We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage.

We are in a multi-trillion dollar industry because people need our help.

This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway.

What You'll Do

  • Reach out to clients who have requested information about coverage
  • Review needs and present available protection options
  • Assist clients through the process
  • Maintain follow-up and ongoing client communication
  • Build client-for-life relationships
What We Provide
  • Effective training program
  • Access to client management tools
  • Access to warm leads (no cold calling required)
  • Ongoing coaching
Compensation

Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits Available.

Requirements
  • Strong communication and interpersonal skills
  • Ability to work independently, with support
  • Willingness to obtain a state insurance license (assistance provided)
  • Hungry and coachable
Who This Role Is Best For
  • Individuals that are ready for a change
  • Those excited being paid, promoted, recognized for their results
  • Candidates who value challenge and support
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Account Specialist - Remote in Winnemucca, NV vacancy
  •  ...Lordsburg, United States | Posted on 06/23/2026 We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. This role focuses on helping clients understand their options and guiding them... 
    Remote work

    Unlock Potential 360

    Lordsburg, Hidalgo County, NM
    2 days ago
  •  ...To support self-pay clients in developing financial plans for treatment services, the remote Client Account Specialist will manage client accounts, ensure timely payments, and assist with appointment scheduling while demonstrating empathy and compassion. Key responsibilities... 
    Remote work
    Work at office

    Virtual Vocations Inc

    United States
    1 day ago
  •  ...Job Description Description : Weare hiring a remote ClientAccount Specialisttoassist clients who have requested information about life andfinancial protection coverage. Weare in a multi-trillion dollar industry because people need our help.... 
    Remote work

    Unlock Potential 360

    United States
    2 days ago
  • $65k - $75k

     ...Description Cozen O'Connor's Pittsburgh office is seeking a Client Account Specialist to act as a liaison for firm clients. The Client Account...  ...clients. This is a hybrid role (3 days in office 2 days remote). Responsibilities Provide attentive service to clients... 
    Remote work
    Work at office

    Cozen O Connor

    Pittsburgh, PA
    1 day ago
  • $23 - $25 per hour

     ...the very best evidence-based care for our clients at all levels of care. Position Summary: The Client Account Specialist helps self-pay clients develop a financial...  ...Schedule : 7:30 -5.00 Flex CST Location: Remote Compensation: $23.00- $25.00 How... 
    Remote work
    Full time
    Temporary work
    Work at office
    Flexible hours

    Accanto Health

    Roseville, MN
    2 days ago
  • A growing insurance company is seeking a Client Account Representative to work from home. This role offers flexibility and unlimited earning...  ...strong relationships. Join us to take back your time and build a rewarding career remotely. #J-18808-Ljbffr American Income Life
    Remote job
    Work from home
    Flexible hours

    American Income Life

    California, MO
    3 days ago
  • Unlock Potential 360 is hiring a remote Client Account Specialist to assist clients seeking life and financial protection coverage. This role requires strong communication skills and emphasizes helping clients navigate their options through a step-by-step process. Responsibilities... 
    Remote job

    Unlock Potential 360

    Charles Town, WV
    4 days ago
  •  ...Robinson in Oklahoma City is searching for a Customer Account Specialist to serve as the primary point of contact for clients. You will manage shipment details, improve...  ...Company offers competitive pay, health benefits, and a remote working option. #J-18808-Ljbffr Y-Axis
    Remote job

    Y-Axis

    Oklahoma City, OK
    3 days ago
  • $60k - $114k

     ...across the United States, serving clients with domestic and international...  ...and inclusive team culture of accountability and purpose that makes our Firm...  ...our Senior Client Account Specialist position. This position may be filled remotely, or in any of our locations.... 
    Remote work
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours
    Shift work

    GrabJobs

    United States
    1 day ago
  • Unlock Potential 360 in Manchester, NH, is hiring a remote Client Account Specialist to assist clients with life and financial protection coverage. The role requires strong communication skills to help clients understand their options through a guided process. This position... 
    Remote job

    Unlock Potential 360

    Manchester, NH
    1 day ago
  • Unlock Potential 360 is seeking a remote Client Account Specialist in Algona, Iowa, to help clients understand their life and financial protection options. The role emphasizes building lasting relationships with clients while guiding them through the information process... 
    Remote job

    Unlock Potential 360

    Algona, IA
    4 days ago
  • A growing consulting firm is looking for a Remote Client Account Associate to be the first point of contact for clients exploring financial solutions. You will help clients understand their needs and guide them in selecting services. Ideal candidates will possess strong... 
    Remote job
    Flexible hours

    Nuvant Consulting Group

    New York, NY
    5 days ago
  •  ...Representative to support individuals and families who have already requested information about insurance solutions. This is a remote, client-facing role focused on guiding clients through simple protection options using a structured, compliant process. You’ll work with... 
    Remote job
    Flexible hours
    Weekend work
    Afternoon shift

    Delaney Agency

    New York, NY
    5 days ago
  • $26 - $32 per hour

     ...Job Description Job Description Client Account Specialist La Jolla, CA In Office | $26 to $32 per hour depending upon experience | Full-...  ...pay, or client account management · 2 or more years of remote work experience with strong time management and communication... 
    Remote work
    Hourly pay
    Full time
    Work experience placement
    Work at office

    Plumb

    San Diego, CA
    4 days ago
  •  ...personal relationship with local and regional clients, our technology and broad experience...  ...industries. Summary The Client Account Specialist serves as the primary owner of client,...  ...office and not a public location during any remote periods. The employee will routinely... 
    Remote work
    Full time
    Work at office
    Local area
    Work from home
    Home office
    Monday to Friday
    Afternoon shift
    Early shift

    Denver Metro Chamber Leadership Foundation

    Denver, CO
    4 days ago
  • $50k - $70k

    A prominent insurance agency is seeking an Account Representative - State Farm Agent Team Member to enhance client relations and drive agency growth. This remote position targets sociable individuals with strong communication skills and customer service experience. Prospective... 
    Remote job
    Flexible hours

    Agentaubreypdx

    New York, NY
    5 days ago
  •  ...the main point of contact for school districts, the part-time Account Specialist, Routing will manage transportation routes, process change requests, and perform administrative tasks while working remotely. Key responsibilities Serve as the main point of contact for school... 
    Remote work
    Part time

    Virtual Vocations Inc

    United States
    2 days ago
  •  ...Medical Products and Distribution customers, the full-time Senior Specialist, Account Management will cultivate relationships, manage service needs, and support customer expectations while working remotely or onsite in New York, Pennsylvania, or Ohio. Key... 
    Remote work
    Full time
    Work experience placement

    Virtual Vocations Inc

    United States
    3 days ago
  •  ...Account Specialist About the Role: Nuvant is seeking Account Specialists to join our team. In this role, you’ll support individuals and...  ...communications and offer thoughtful recommendations based on the client’s goals. Core Responsibilities Proactively reach out to... 
    Remote work
    Work from home
    Flexible hours

    Nuvant Consulting Group LLC

    United States
    5 days ago
  •  ...Managing assigned producer relationships, the full-time remote Account Specialist will oversee compliance activities, provide support and guidance to producers, and ensure timely and accurate submissions to meet Extended Producer Responsibility obligations. Key Responsibilities... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    4 days ago
  • $150k

     ...Account Specialist SUMMARY: The Account Specialist drives sales, identifies, and generates opportunities for various types of customers. This role partners with Account Representatives within an assigned territory to deliver deep knowledge within a product group... 
    Remote work
    Work at office
    Local area
    Night shift
    Weekend work

    Genuine Parts Company

    United States
    4 days ago
  • A leading waste management company is seeking an Account Success Representative to develop strong customer relationships that ensure retention...  ...throughout the service process. The position is primarily remote but requires candidates to live within 50 miles of Phoenix,... 
    Remote work

    wm

    Phoenix, AZ
    4 days ago
  •  ...Description The Resident Account Specialist (RAS) will provide exceptional administrative support to assigned communities and engage with...  ...in our Orlando office; however, there may be a temporary remote work arrangement for candidates located in the Orlando area.... 
    Remote work
    Temporary work
    Work at office

    Middleburg Communities

    Atlanta, GA
    3 days ago
  •  ...A biotechnology company is seeking a Cell Therapy Account Specialist in Omaha, NE. This individual will represent the company's products to oncology customers, driving sales growth and developing account strategies. The ideal candidate has a Bachelor's degree and at least... 
    Remote work

    BioSpace, Inc.

    Omaha, NE
    2 days ago
  •  ...Delivering exceptional customer service to Industrial and DTI customers, the full-time remote Business Account Specialist will manage onboarding, order management, and customer inquiries while ensuring a positive customer experience. Key Responsibilities: Develop and... 
    Remote work
    Full time

    Virtual Vocations Inc

    United States
    2 days ago
  • $82k - $118k

     ...an insured loss occurs. Overview Researches, markets, underwrites, prices and coordinates issuance of new large, loss-sensitive accounts (premium $350k.) Partners with corporate departments, internal and external stakeholders to provide large account guidance. All job... 
    Remote work
    Temporary work

    Selective Insurance

    Charlotte, NC
    3 days ago
  • $77k - $143k

     ...About the job Neuroscience Territory Account Specialist - Detroit, S Job Title: Neuroscience Territory Account Specialist - Detroit...  ...Job Location: Detroit, MI, USA Job Location Type: Remote Job Contract Type: Full-time Job Seniority... 
    Remote work
    Full time
    Contract work
    Internship
    Local area
    Home office
    Visa sponsorship
    Relocation package

    Avery Healthcare Group Ltd.

    Detroit, MI
    3 days ago
  • $60.7k - $70.7k

     ...with experience in all 50 states, and clients in three Canadian provinces and Europe....  ...seeking a dedicated and customer-focused Account Specialist to support youth transitioning from...  ...organizations a plus. WORKING CONDITIONS: Remote work from home. #LI-MB1 #LI-remote... 
    Remote work
    For contractors
    H1b
    Work at office
    Local area
    Work from home

    Public Consulting Group

    Little Rock, AR
    4 days ago
  •  ...that will give you an opportunity to learn account management, sales, and operations, and...  ...best self here as a Customer Account Specialist . Here's what your day-to-day will look...  ...results. With the flexibility for remote work one day a week, this role strikes the... 
    Remote work
    Work at office
    Worldwide
    1 day per week

    C.H. Robinson

    Chicago, IL
    2 days ago
  •  ...Overview Job Title: Account Reconciliation Specialist (Hybrid – Charlotte, NC) Location: Charlotte, NC Hybrid: 3 days onsite / 2 days remote Pay: $35/hr W2 ONLY The contractor will join the Account Reconciliation Operations team within Commercial Real Estate, responsible... 
    Remote work
    Contract work
    For contractors

    Strategic Staffing Solutions

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Account Specialist - Remote. Be the first to apply!