What are the responsibilities and job description for the Virtual Customer Success Manager position at UniTrust Financial Group?
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 supportfrom first contact to long-term service.
What Youll Do:
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Handle virtual client interactions from onboarding to ongoing support.
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Provide personalized guidance to help clients understand and maintain their insurance coverage.
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Use warm, qualified leadsno cold calling, no door-to-door sales.
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Maintain accurate records, track performance, and contribute to client retention.
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Collaborate with teammates to improve client experience and outcomes.
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Stay current on products, systems, and compliance requirements.
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If unlicensed, complete our self-paced, company-supported life insurance training program.
What You Bring:
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No insurance experience neededwe provide full training.
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Excellent communication skills with a focus on listening and problem-solving.
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Ability to work independently and stay organized in a virtual environment.
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A client-first mindset and strong follow-through.
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Eagerness to learn, grow, and help others succeed.
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A commitment to professionalism, empathy, and ethical standards.
What Youll Get:
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Commission-only pay with unlimited earning potential and monthly bonuses.
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Flexible, full-time schedule structure your day your way.
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100% remote work serve clients from anywhere.
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Pre-qualified leads focus on relationship-building, not prospecting.
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A supportive team culture focused on mentorship and shared success.
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Advancement opportunities into leadership and client management roles.
Take Ownership of Your Success:
If youre motivated, dependable, and passionate about helping people, this role is a great fit. Join a company that puts people firstclients and team members alikeand build a career thats meaningful and flexible.
Were an Equal Opportunity Employer:
InsuraTec Services Group values diversity and welcomes individuals from all backgrounds. Were committed to building a supportive, inclusive workplace.