Client Experience Coordinator - Remote

About the job

The Jackson Agency is a licensed, remote-based insurance brokerage that works directly with individuals and families seeking financial protection solutions.

We partner with nationally recognized carriers and use a streamlined, technology-supported process to serve clients who have requested information. This position focuses on guiding clients through available options and helping them make informed decisions.

This is a commission-based client advisor position within a regulated insurance environment.

Responsibilities:

• Respond to client inquiries and scheduled appointments
• Conduct virtual consultations via phone or Zoom
• Review available insurance options with clients
• Accurately submit applications and documentation
• Maintain compliance with carrier and state guidelines
• Participate in ongoing product and compliance training
• Manage follow-up and client service needs

Qualifications:

• Background in sales, customer service, or related field preferred
• Comfortable using CRM systems and virtual communication tools
• Clear and professional communication skills
• Organized and self-managed
• Ability to work independently in a remote setting

Requirements:

• Ability to pass a background check
• Reliable computer, internet, and phone access
• Active Life & Health Insurance License OR willingness to obtain one (pre-licensing support available
• Availability to meet client scheduling needs

Compensation & Structure:

• Commission-based compensation
• Performance bonuses based on submitted business
• Flexible, remote work structure

This position operates as an independent contractor role within a licensed insurance brokerage.

• If not currently licensed, guidance is provided to complete state-required pre-licensing education and testing.