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[Remote] Project Manager

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Lotz Agency is hiring a Project Manager for a fully remote role supporting life insurance information requests and applications. The position involves contacting families, presenting coverage options, submitting applications, following cases through approval, and participating in training and mentorship.

Responsibilities

  • Calling back families who requested life insurance information
  • Asking good questions and listening more than you talk
  • Presenting coverage options by phone or video and answering honestly
  • Submitting applications and following cases through to approval
  • Weekly training calls and one-on-one mentorship as you learn

Skills

  • No previous experience required
  • Are coachable and willing to be new at something
  • Show up consistently and do what you say you'll do
  • Have a dedicated workspace, reliable internet, and a computer
  • Prefer being trained by people who've done it over guessing your way through
  • U.S. residents only

Benefits

  • Fully remote work arrangement
  • Training provided
  • Structured conversations and clear expectations
  • Support at every step
  • Weekly training calls
  • One-on-one mentorship
  • Pre-licensing course guidance and support through the licensing process

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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