Offer summary

Qualifications:

Excellent English communication skills with a neutral accent., Previous customer service experience in financial services, insurance, or banking preferred., Demonstrated proficiency in social media management and content creation., Experience with CRM systems and digital workflow tools..

Key responsibilities:

Provide exceptional customer service through multiple channels (phone, text, and chat).

Create and send insurance quotes using modern CRM systems.

Manage and create engaging content for social media platforms.

Collaborate with team members to ensure seamless customer experience.

Job description

This is a remote position.

Schedule:

20-25 hours/week: Monday-Friday 4PM-7PM, Saturday 9AM-2PM Charlotted, NC time

Initial training period requires flexibility for overlap with existing team

Client Timezone: Eastern Time (Charlotte, NC)

The role is 70-80% customer support and 20-30% social media managing.

Client Overview

Join a forward-thinking virtual insurance agency that’s revolutionizing the traditional insurance experience through digital innovation. This established company has been operating virtually since before remote work became mainstream, demonstrating their commitment to modern business practices. With a sophisticated tech stack and automated systems, they’re expanding across multiple states and seeking talented individuals to support their growth.

Job Description

This is an exciting opportunity to blend customer service excellence with digital marketing expertise in a modern, virtual environment. You’ll be part of a tech-savvy team that leverages automation and digital tools to deliver exceptional customer experiences. The role offers a perfect balance of direct customer interaction and creative digital engagement, with the potential to transition from part-time to full-time as the company continues its multi-state expansion. You’ll work with state-of-the-art CRM systems, manage various communication channels, and contribute to the company’s digital presence while supporting a growing customer base.

Responsibilities

Provide exceptional customer service through multiple channels (phone, text, and chat)
Process incoming customer inquiries and manage automated welcome sequences
Create and send insurance quotes using modern CRM systems
Schedule and coordinate client appointments efficiently
Manage and create engaging content for social media platforms
Design and implement social media marketing campaigns using tools like Canva
Support Facebook advertising initiatives and content strategy
Monitor and engage with Instagram audience
Maintain detailed customer records and follow-up communications
Collaborate with team members to ensure seamless customer experience

Requirements

Excellent English communication skills with a neutral accent
Previous customer service experience in financial services, insurance, or banking preferred
Demonstrated proficiency in social media management and content creation
Experience with CRM systems and digital workflow tools
Strong understanding of professional communication etiquette
Proven ability to work independently in a virtual environment
Reliable high-speed internet connection and quiet home office setup
Proficiency with digital design tools (e.g., Canva)
Detail-oriented with strong organizational skills
Ability to maintain confidentiality and handle sensitive information
Flexibility to adjust schedule during initial training period
Comfortable with technology and quick to learn new systems