Demo

Virtual Customer Success Manager

UniTrust Financial Group
Ontario, CA Full Time
POSTED ON 4/14/2026
AVAILABLE BEFORE 6/14/2026

Virtual Customer Success Manager


Location: Remote (Work From Home)
Work Hours: Full-Time | Flexible Schedule

About InsuraTec Services Group:
At InsuraTec Services Group, we help families protect their futures with life insurance solutions built on integrity, transparency, and heart. We're growing and looking for a Virtual Customer Success Manager to ensure our clients get the best possible support—from first contact to long-term service.

What You’ll Do:

  • Handle virtual client interactions from onboarding to ongoing support.

  • Provide personalized guidance to help clients understand and maintain their insurance coverage.

  • Use warm, qualified leads—no cold calling, no door-to-door sales.

  • Maintain accurate records, track performance, and contribute to client retention.

  • Collaborate with teammates to improve client experience and outcomes.

  • Stay current on products, systems, and compliance requirements.

  • If unlicensed, complete our self-paced, company-supported life insurance training program.

What You Bring:

  • No insurance experience needed—we provide full training.

  • Excellent communication skills with a focus on listening and problem-solving.

  • Ability to work independently and stay organized in a virtual environment.

  • A client-first mindset and strong follow-through.

  • Eagerness to learn, grow, and help others succeed.

  • A commitment to professionalism, empathy, and ethical standards.

What You’ll Get:

  • Commission-only pay with unlimited earning potential and monthly bonuses.

  • Flexible, full-time schedule – structure your day your way.

  • 100% remote work – serve clients from anywhere.

  • Pre-qualified leads – focus on relationship-building, not prospecting.

  • A supportive team culture focused on mentorship and shared success.

  • Advancement opportunities into leadership and client management roles.

Take Ownership of Your Success:
If you’re motivated, dependable, and passionate about helping people, this role is a great fit. Join a company that puts people first—clients and team members alike—and build a career that’s meaningful and flexible.

We’re an Equal Opportunity Employer:
InsuraTec Services Group values diversity and welcomes individuals from all backgrounds. We’re committed to building a supportive, inclusive workplace.

Salary.com Estimation for Virtual Customer Success Manager in Ontario, CA
$111,705 to $150,970
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