[Remote] Client Services Representative | Remote | Training Provided

Note: The job is a remote job and is open to candidates in USA. Lotz Agency is expanding its remote team and is seeking dependable, coachable individuals to support families who have requested information. This client-facing role offers full training and is designed for self-motivated individuals looking for flexibility and growth.

Responsibilities

• Work from home with a flexible schedule
• Speak with warm, inbound clients who have requested information
• Explain simple coverage options and guide clients through a straightforward process
• Follow a proven, structured system that keeps your day efficient
• Participate in hands-on training, mentorship, and ongoing support

Skills

• Dependable and coachable individuals
• Comfortable speaking with clients by phone or Zoom
• Self-motivated and disciplined
• U.S.-based and legally authorized to work in the United States
• No experience required. We train the right people

Benefits

• Fully remote position
• Warm leads. No cold calling
• Step-by-step training and licensing guidance
• Ongoing support from experienced leadership
• Clear commission structure with no income cap

Company Overview

• The Lotz Agency is a family-run Insurance brokerage started in 2019. We intentionally work towards leaving people better than we found them... It was founded in 2019, and is headquartered in Fort Collins, CO, US, with a workforce of 11-50 employees. Its website is https://lotzagency.com/.

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