Source Job

US

  • Lead client appointments via Zoom and phone to understand needs and provide guidance on benefits and coverage.
  • Coach and support team members to foster a collaborative remote culture while maintaining service quality.
  • Develop leadership skills through structured mentorship and training, with performance-based advancement opportunities.

Customer Service Communication Leadership Coaching Self-Motivation

20 jobs similar to Client Service Team Lead

Jobs ranked by similarity.

US

  • Lead, coach, and mentor a remote sales team to achieve high performance.
  • Engage with clients via virtual consultations to explain benefits and coverage.
  • Work with qualified company-provided leads to drive business growth.

Our partner company provides benefits and insurance solutions to clients across the United States through virtual consultations. They foster a positive, accountable, and high-performing culture with a strong emphasis on leadership development and professional growth.

US

  • Provide virtual support to clients via Zoom and phone appointments to understand their needs and offer timely assistance.
  • Assist clients with applications, enrollments, policy updates, and related documentation.
  • Develop communication, product knowledge, and leadership capabilities through structured training and mentorship.

This company provides virtual customer service support for clients to understand their benefits. It is a remote-first organization that offers comprehensive training and mentorship programs.

US

  • Provide virtual client guidance and support through Zoom and other platforms.
  • Build and maintain long-term client relationships with professional communication.
  • Collaborate with remote teammates to achieve shared objectives and participate in ongoing training.

The company provides client success services in a fully remote environment. It fosters a collaborative, performance-driven culture with ongoing training and mentorship.

US

  • Educate clients on supplemental benefit and financial protection programs via virtual meetings.
  • Build and maintain long-term client relationships through consistent communication and support.
  • Participate in ongoing training and coaching to develop skills and advance into leadership roles.

This role is posted on behalf of a partner company that manages all applications and next steps. The company focuses on helping individuals and families achieve financial security through supplemental benefit programs, fostering a service-oriented team environment.

US

  • Meet with clients virtually to understand their needs and provide guidance on benefits.
  • Answer questions about benefit programs and explain solutions clearly.
  • Support clients throughout the application and enrollment process with follow-up.

The company provides benefits guidance and coverage options to clients through virtual meetings. It fosters a collaborative remote culture with structured training, ongoing coaching, and leadership development opportunities.

US

  • Build client relationships and educate them on supplemental benefit programs.
  • Guide clients through the enrollment process with clear communication.
  • Participate in weekly coaching, training, and leadership development sessions.

This company provides supplemental benefit programs and client education services. It fosters a collaborative remote culture with a focus on professional development and leadership growth.

US

  • Work from home with a flexible schedule to balance personal and professional life.
  • Provide exceptional customer service and lead teams to achieve outstanding results.
  • Access mentorship opportunities for professional growth and development.

Global Elite Empire Consultants is a third-party recruiting firm that connects professionals with insurance industry opportunities. They foster a supportive, flexible culture with a focus on work-life balance and mentorship.

Canada

  • Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
  • Guide clients through the enrollment process and maintain accurate records with follow-up.
  • Build lasting relationships through exceptional customer service in a remote environment.

Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.

Global

  • Embrace the freedom of remote work with a flexible schedule tailored to your lifestyle.
  • Deliver exceptional customer service experiences while leading and inspiring teams.
  • Access mentorship opportunities from experienced leaders to support your professional growth.

Global Elite Empire Consultants is a third-party recruiting firm that connects talented individuals with client service leadership opportunities. They foster a supportive and nurturing community that values work-life harmony and professional growth.

  • Meet virtually with clients who have requested information and understand their needs.
  • Guide clients through the enrollment process with professionalism and build lasting relationships.
  • Maintain accurate client records and follow up as needed.

We are a recruiting firm that helps clients who have requested information about financial protection and benefits. We provide comprehensive training, mentorship, and a supportive remote culture for ambitious individuals.

$19–$21/hr
US Canada

  • Guide engaged users through the insurance purchasing process with no cold-calling required.
  • Simplify the process by helping customers compare over 55 insurance companies to find the best fit.
  • Close deals by finalizing new policies and providing an incredible customer experience.

Jerry is building the first AI agent to manage physical assets, starting with car insurance and expanding into home, motorcycle, RV, and beyond. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024 with offices in Palo Alto, New York, Chicago, and Toronto.

$70,000–$90,000/yr
US

  • Schedule appointments with clients
  • Help clients apply for coverage
  • See application through approval

The Edelson Agency is an insurance brokerage seeking remote sales representatives to help clients apply for coverage. They foster a supportive team environment with daily training and a large support system of fellow agents.

US

  • Conduct virtual consultations with clients to assess their financial needs.
  • Provide tailored solutions and educate clients on insurance products.
  • Maintain ongoing relationships through regular check-ins and follow-ups.

Global Elite Empire Consultants is a recruiting firm that connects individuals with remote insurance sales roles. They are a small, motivated team that values hard work and adaptability.

Global

  • Provide exceptional customer service and support to clients accessing their benefits.
  • Work remotely with a flexible schedule while maintaining a healthy work-life balance.
  • Receive ongoing training, mentorship, and leadership development for career growth.

Global Elite Empire Consultants is an independent third-party recruiting firm that helps clients access valuable benefits. The company offers a supportive team culture with remote work, flexible schedules, and promotes from within, though specific employee count is not provided.

Global

  • Speak with pre-qualified clients who have requested help understanding their financial protection options.
  • Guide clients through a simple enrollment process and build long-term relationships and portfolios.
  • Work in a remote, flexible environment with performance-based income and clear leadership growth paths.

They are a recruiting firm that connects individuals with remote sales opportunities, providing pre-qualified leads and training. They cultivate a supportive, coachable culture with flexible, performance-based income.

US

  • Handle incoming customer inquiries with professionalism and empathy, managing high-volume calls while adhering to client guidelines.
  • Utilize AI-powered tools and internal systems to deliver fast, personalized service and resolve issues efficiently.
  • Stay informed on loyalty program updates and escalate unresolved issues to ensure customer satisfaction and brand loyalty.

Kobie is a loyalty solutions company that helps brands build lasting emotional connections with their consumers. They have been named a Top Workplace in the USA and employ a collaborative, growth-focused team.

Canada

  • Conduct virtual consultations with clients to assess their financial needs.
  • Provide tailored solutions and build lasting relationships through periodic check-ins.
  • Complete administrative tasks such as note-taking and appointment setting.

Global Elite Empire Consultants is a third-party recruiter specializing in connecting candidates with opportunities in the insurance industry. The company offers a remote work environment with flexible scheduling and performance-based advancement.

Global

  • Assist families in understanding and choosing coverage that fits their needs.
  • Present and explain coverage and benefit options clearly and professionally.
  • Stay up to date on company programs, products, and client benefits through continuous training.

Globe Life AIL Schreiter Org helps protect families through union-endorsed benefits that create financial security. The culture is built on service, integrity, and opportunity, with a focus on promoting from within.

US

  • Lead a team of customer success professionals to ensure high-quality service delivery and client satisfaction.
  • Build and maintain strong relationships with customers, stakeholders, and internal teams to promote trust and long-term partnerships.
  • Develop and implement customer success strategies that improve satisfaction, retention, and service outcomes.

The company provides services focused on customer success and operational excellence. It is a remote-first organization that values collaboration and professional development.

US 3w PTO

  • Handle inbound calls and warm leads to convert prospects into policyholders.
  • Use sales expertise to consult customers on insurance needs and match coverages.
  • Represent the Liberty brand with integrity and a customer-centric focus.

Liberty Mutual is a Fortune 100 insurance company providing property and casualty insurance. With a large workforce and a culture focused on inclusion and professional development, they offer comprehensive benefits and flexible work arrangements.