Online Client Specialist | Entry Level jobs in United States
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Lotz Agency ยท 2 hours ago

Online Client Specialist | Entry Level

Lotz Agency is hiring entry-level Online Client Specialists to work remotely with individuals who have requested information. This role focuses on communication, education, and follow-through using a proven system, with no cold outreach or prior experience required.

Insurance
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Hiring Manager
Tom Lotz
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Responsibilities

Communicate with inbound online leads who have requested coverage information
Walk clients through a simple, guided conversation process
Answer basic questions and help clients understand next steps
Document interactions clearly within our system
Follow a structured workflow designed to support consistency and success

Qualification

CommunicationClient educationDocumenting interactionsAccountabilitySelf-motivated

Required

Entry-level candidates open to learning a new skill set
Self-motivated individuals who value flexibility and accountability
Strong communicators comfortable working online
U.S.-based candidates legally authorized to work in the United States

Benefits

Fully remote work environment
Warm leads provided. No cold calling
Step-by-step training and licensing support
Ongoing coaching, mentorship, and leadership access
Clear advancement opportunities for high performers

Company

Lotz Agency

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The Lotz Agency is a family-run Insurance brokerage started in 2019. We intentionally work towards leaving people better than we found them...

Funding

Current Stage
Early Stage
Company data provided by crunchbase