Client Success Manager – Remote
About Us
At The Hunt Agency, we’re a fast-growing, family-led brokerage on a mission to help families secure their financial futures through life insurance, mortgage protection, and retirement solutions. We believe in doing business with heart — every interaction should leave people better than we found them. By combining cutting-edge technology with human connection, we’re changing the way insurance is experienced. No cold calls, no door-knocking. You’ll work directly with a consistent flow of qualified clients who have already shown interest in our products and services.
Responsibilities
Master our proven sales systems and product suite to serve clients effectively Connect with clients who’ve requested information and guide them through the process Conduct virtual consultations via Zoom or phone Communicate with clients and internal teams to ensure seamless service Collaborate with peers and leadership to deliver an exceptional client experience Meet promotional benchmarks to unlock growth and income potential Stay compliant with state insurance and licensing requirements Participate in weekly virtual meetings and trainings Build a long-term client base using company-provided and self-generated leads Help families find the right protection and financial solutions for their needs Qualifications 3+ years in sales, customer service, or related field preferred (not required) Confident using technology and virtual communication tools Excellent communicator with strong organizational skills Self-motivated, coachable, and goal-driven Professional presence over Zoom and the phone Customer-oriented with a problem-solving mindset
Requirements
Must be able to pass a background check Reliable phone, computer, and internet connection Active Life & Health Insurance License (or willingness to obtain within 7–10 days — we’ll help) Flexibility to meet client schedules, including some evenings or weekends Benefits 100% remote with flexible scheduling Uncapped monthly bonuses tied to performance Annual incentive trips for top producers (company and carrier sponsored) Access to discounted health and life insurance options Fast-track promotions and leadership opportunities for high performers If you don’t yet have a Life Insurance License, we’ll walk you through the process and help you get licensed within 7–10 days of onboarding.