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WFH - Client Representative

Build trusted client relationships through virtual appointments and support

As a Remote Client Representative, you will conduct virtual appointments via Zoom and phone to assist clients with benefits and coverage options. You will explain products clearly, help with applications and enrollment, and provide ongoing support. The role focuses on building long-term relationships and maintaining accurate records in a performance-driven environment with mentorship and training.

Why This Role?

Receive ongoing virtual training and personalized coaching to grow your skills

Key Responsibilities

  • Conduct virtual client appointments using Zoom and phone
  • Explain benefits and coverage options clearly and professionally
  • Assist clients with applications, enrollment, and policy updates
  • Provide timely follow-up and ongoing customer support
  • Maintain accurate client records and documentation

Requirements

  • Service-oriented mindset
  • Ability to build lasting client relationships
  • Comfort with virtual communication tools like Zoom and phone
  • Willingness to learn industry products and systems
  • Motivation to grow through mentorship and performance

Required Skills

customer servicecommunicationzoomphone supportinsurancerelationship buildingvirtual collaborationdocumentation
View Original Description from Jobg8 (United States)

Original description from Jobg8 (United States)

Plano, Texas (United States) Build a Career Where Your Success Is Recognized Are you looking for a career that values your effort, supports your development, and recognizes your achievements? We are seeking motivated, service-oriented individuals to join our team as Remote Client Representatives. This opportunity is ideal for professionals who enjoy helping others, building lasting relationships, and growing in a supportive, performance-driven environment. Whether you are beginning a new career or bringing experience in customer service, healthcare, retail, hospitality, education, or sales, you will receive the training, mentorship, and resources needed to succeed. No previous insurance experience is required. About Us For more than 70 years, we have helped working families access supplemental life, accident, and health benefits. We proudly serve members of labor unions, credit unions, professional associations, and their families. As part of the Globe Life family of companies, we are committed to developing professionals through mentorship, continuous learning, and performance-based advancement. Your Role As a Remote Client Representative, you will work with clients who have requested information about their benefits and coverage options. You will identify their needs, provide clear guidance, and deliver a professional and supportive experience. Client Support Conduct virtual appointments by Zoom and phone Answer questions about available benefits and coverage options Explain products and services clearly and professionally Assist clients with applications, enrollment, and policy updates Provide timely follow-up and ongoing customer support Build trusted, long-term client relationships Maintain accurate client records and documentation Training and Career Development Participate in ongoing virtual training and personalized coaching Strengthen your communication, leadership, and customer service skills Learn industry products, systems, and best practices Collaborate with a supportive, performance-focused remote team Grow through mentorship, professional development, and demonstrated results

Salary Context

Similar Operations roles on LokerDollar pay around $112.5k/yr (range $2.9k–350k/yr, n=243 active listings).

Hiring at One Agency

One Agency has 3 other active roles on LokerDollar and has been hiring here since Aug 27, 2026 — across Operations, Marketing.

View all One Agency openings →

This listing is sourced from Jobg8 (United States), with the company profile and full details on this page. The one thing we can't auto-confirm is whether this specific apply link opens cleanly — it usually does, so go ahead and try it. Check back later if it doesn't load.

Openness not stated by employer — check the listing

Company
One Agency
Job Type
full time
Location
Remote · United States
Category
Seniority
entry
PostedNewNew & verified
Sep 12, 2026

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Frequently asked questions

Is WFH - Client Representative at One Agency a remote job?
Yes, this is a regional remote role (Remote). Check the listing for location requirements.
What type of employment is WFH - Client Representative at One Agency?
This is a full time position.
How do I apply?
Click the "Apply" button on this page to go to the official application at One Agency.

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