Customer Success Manager – REMOTE

About the Company

The Locklear Agency is an established organization built on vision, integrity, and a commitment to serving families at the highest level. Our mission is simple: to help people protect what matters most and leave every individual better than we found them. We take a modern approach to the industry by using advanced technology, streamlined systems, and genuine human connection to create a more efficient and empowering experience for the families we support. No cold calling. No chasing. You will work exclusively with individuals who have already requested assistance in securing protection for their loved ones.

About the Role

Learn and master our systems to deliver a high-quality client experience.

Responsibilities

• Follow up with warm leads and prior client inquiries
• Meet with clients virtually through Zoom or phone
• Maintain clear and professional communication
• Collaborate with your team to ensure smooth, consistent client interactions
• Meet performance goals to earn growth opportunities
• Participate in weekly virtual training and development sessions
• Build and maintain client relationships with company-provided and self-generated leads
• Help families understand how their options can support long-term security and protection

Qualifications

• Three or more years of experience in sales, customer service, or a related field preferred
• Strong verbal and virtual communication skills
• Comfortable using technology and modern digital tools
• Excellent time-management and organizational abilities
• Professional, dependable, and service-driven
• A people-first mindset and willingness to learn

Required Skills

• Flexible availability, including evenings or weekends as needed
• Reliable smartphone, computer, and internet connection
• Ability to pass a background check
• Ability to complete contracting requirements
• Active Life and Health Insurance License or willingness to obtain with support

Preferred Skills

• Remote-friendly work with flexible training and scheduling
• Performance-based bonuses and incentives
• Annual company trips for qualifying producers
• Discounted personal coverage options
• Leadership development and long-term advancement opportunities
• Supportive, team-oriented environment built on service and integrity

Pay range and compensation package

If you do not currently hold a Life and Health Insurance License, The Locklear Agency provides the resources and guidance to help you obtain it in as little as 7–10 days.

Equal Opportunity Statement

The Locklear Agency is committed to diversity and inclusivity in the workplace.