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Customer Service / Sales - Insurance

Customer Service / Sales - Insurance

The Gainey AgencyMaryland City, MD, US
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Location : Remote (U.S. only) — Compensation : Commission-based with performance bonuses | Part-time or full-time

Overview

The Gainey Agency, a Baltimore, Maryland–based firm, is seeking motivated, coachable Customer Service / Sales professionals to join a small, growth-focused team. This fully remote role combines client-facing sales activities with ongoing policy service and client support. The position includes structured training, licensing assistance, and clear pathways for professional development.

Key responsibilities

  • Conduct inbound and outbound client outreach to assess life insurance and related financial needs.
  • Present product options, explain policy features, underwriting requirements, and premium structures clearly and accurately.
  • Support clients through the application and underwriting process, coordinating required documentation and follow-up.
  • Provide ongoing policy administration, including endorsements, beneficiary updates, policy reviews, and basic claims assistance.
  • Respond to client inquiries and resolve service issues in a timely, professional manner while maintaining client satisfaction.
  • Document all client interactions and maintain accurate records in the CRM system.
  • Adhere to compliance, licensing, and quality standards in all client communications and transactions.
  • Collaborate with team members to refine sales strategies, share best practices, and achieve performance targets.
  • Participate in ongoing training, coaching sessions, and performance reviews to support continuous improvement.

Minimum qualifications

  • U.S. residency and legal authorization to work remotely from within the United States.
  • At least 18 years of age and able to pass a background check.
  • Strong verbal and written communication skills and a client-service orientation.
  • Comfortable working in a target-driven, fast-paced environment and adaptable to change.
  • Proficiency with standard business technology, including phone systems, video conferencing, and CRM software, and ability to maintain accurate digital records.

    • Preferred qualifications

  • Active life and health insurance license preferred; candidates willing to obtain required licenses are encouraged to apply (licensing assistance available).
  • Prior experience in sales, telesales, or insurance customer service.
  • Familiarity with CRM tools and remote sales processes.

    • What we offer

  • Comprehensive training and mentorship to develop sales and industry expertise.
  • Licensing support and resources to obtain required credentials.
  • Flexible, fully remote work arrangement to support work-life balance.
  • Competitive commission structure, performance-based bonuses, and uncapped earning potential.
  • Access to lead resources, regular coaching, and a proven business model to accelerate productivity.
  • A professional, inclusive work environment with opportunities for advancement.

    • About The Gainey Agency

    The Gainey Agency is a small Baltimore-based firm dedicated to helping families and individuals protect and build financial security through life insurance and financial education. The agency emphasizes client outcomes, professional development, and a coaching-oriented culture. Office address : 204 Whitson Avenue, Baltimore, Maryland, United States. Website : https : / / www.agentverified.com / united-states / joppa / life-insurance-agent / brad-gainey

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    Insurance Customer Service • Maryland City, MD, US