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WFH - CSR Agent - No Experience

  • Salary not listed
  • Posted 2 days ago

Hiring in some regions only

Guide families through life insurance options via virtual consultations

As a remote CSR Agent, you will communicate with prospective and existing clients by phone and video to discuss life insurance and supplemental benefit options. You will ask questions to understand household coverage needs, explain policy features and costs, and recommend suitable options based on client information. Your role includes helping clients complete digital applications accurately and tracking appointments and follow-up tasks.

Why This Role?

Start with no insurance background — training provided to build skills from scratch

Key Responsibilities

  • Communicate with clients by phone and video to discuss insurance options
  • Ask questions to understand each household's coverage needs and priorities
  • Explain policy features, costs, limitations, and eligibility to clients
  • Recommend suitable insurance options based on client-provided information
  • Help clients complete digital applications accurately and track progress
  • Update records and follow up on appointments and outstanding requests

Requirements

  • Experience working with customers or handling questions
  • Ability to listen closely and communicate with patience
  • Skill in following through on commitments and staying organized
  • Comfort learning new software and processes for remote work
  • Ability to stay focused and productive in a remote environment
  • Take initiative while remaining open to feedback

Required Skills

communicationcustomer-servicesalesremote-workcustomer serviceactive listeningorganizationproduct explanationremote work
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Original description from the original listing

Norfolk, Virginia (United States) A helpful conversation can make a difference when a family is reviewing its coverage. We're looking for approachable, motivated individuals who can listen carefully, explain information clearly, and deliver a professional experience from the first appointment through follow-up. Working from home, you'll help clients explore life insurance and supplemental benefit options, answer questions, and navigate the application process. This role includes both customer service and insurance sales responsibilities, with an emphasis on understanding client needs and supporting informed decisions. Your Day at a Glance Your day will involve a mix of scheduled conversations, client follow-up, and team development. You might begin by reviewing appointments and responding to questions, then meet with families virtually to discuss their priorities and available coverage. Between appointments, you'll update records, assist with applications, and keep outstanding requests moving forward. Regular coaching and training will help you strengthen your product knowledge and approach to client conversations. Core responsibilities include: Communicating with prospective and existing clients by phone and video. Asking questions to understand each household's coverage needs. Explaining policy features, costs, limitations, and eligibility. Recommending suitable options based on the information clients provide. Helping clients complete digital applications accurately. Tracking appointments, conversations, and follow-up tasks. Working toward individual service and sales goals. Start with Your Strengths You don't need an insurance background to apply. Experience working with customers, handling questions, explaining products, or organizing a busy schedule can provide a useful foundation. We welcome applicants from retail, hospitality, administration, customer support, and sales, as well as those beginning their careers. You may be a good fit if you: Enjoy meeting people and building rapport. Listen closely and communicate with patience. Follow through on commitments and stay organized. Take initiative while remaining open to feedback. Feel comfortable learning new software and processes. Can stay focused and productive in a remote environment. Build Your Skills with Support Training will introduce you to the products, digital tools, and processes used throughout the client experience. Ongoing coaching provides opportunities to ask questions, review your progress, and practice what you've learned. As you gain experience, you'll develop skills in virtual presentations, relationship management, needs assessment, and problem-solving. Representatives who demonstrate consistent results and readiness may have opportunities to take on additional responsibilities or pursue leadership development. What the Opportunity Offers Remote work Complete your responsibilities from a suitable home workspace using phone, video, and online platforms. Performance-based earning opportunities Develop your earning potential through sales results and ongoing client relationships. Training and mentorship Receive structured guidance as you learn the role and continue developing your skills. Professional development Gain practical experience that supports growth in client service, sales, and leadership. Benefit options Available to eligible representatives, subject to applicable plan terms. A connected team Participate in virtual meetings, shared learning, and regular coaching. Getting Started You'll need reliable internet access, a quiet workspace, and comfort using email, video meetings, and online forms. You must also be willing to obtain the required insurance licence before conducting licensed activities. During the interview process, we'll discuss the compensation structure, daily expectations, benefit eligibility, and licensing requirements. Apply today if you're ready to learn, connect with clients, and take the next step in your career.

Salary Context

Similar Marketing roles on LokerDollar pay around $130k/yr (range $3.7k–728k/yr, n=181 active listings).

Hiring at One Agency AO

One Agency AO has 3 other active roles on LokerDollar and has been hiring here since Oct 14, 2026 — across Marketing, Operations.

View all One Agency AO openings →

Market context

  • UNKNOWNThis listing states no pay. Role median is $130,000/year (n=181 pay-disclosing listings).
  • VERIFIEDOne Agency AO: 4 postings in the last 3 months, 4 all-time on LokerDollar.
  • VERIFIEDCompany first seen Oct 14, 2026.
  • VERIFIEDThis listing first seen Oct 14, 2026.
  • VERIFIEDLast verified live Oct 16, 2026.

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Job Type
full time
Location
Remote · United States
Category
Seniority
entry
PostedNewNew & verified
Oct 14, 2026

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Frequently asked questions

Is WFH - CSR Agent - No Experience at One Agency AO a remote job?
Yes, WFH - CSR Agent - No Experience at One Agency AO is remote, but limited to candidates in United States. Check the listing for location requirements.
What type of employment is WFH - CSR Agent - No Experience at One Agency AO?
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 AO.

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