Work From Home Client Relations Manager

About the position

We are seeking a motivated and service-driven Work From Home Client Relations Manager to build and manage long-term client relationships while delivering exceptional support and insurance solutions. In this fully remote role, you’ll serve as a trusted advisor, helping clients navigate their options with confidence. The ideal candidate is proactive, goal-oriented, and passionate about helping people protect what matters most.

Responsibilities

• Serve as the primary point of contact for both new and existing clients.
• Provide personalized insurance recommendations based on individual client needs.
• Handle questions and concerns with empathy, accuracy, and professionalism.
• Identify opportunities to upsell or cross-sell additional products.
• Maintain accurate records of client communications and activity.
• Participate in regular virtual training sessions and team meetings.
• Stay current with industry trends and product updates.

Requirements

• Strong communication and relationship-building skills.
• Self-motivated and comfortable working independently from home.
• Must obtain a state insurance license (licensing costs covered by the candidate).
• Stable internet connection and a quiet, professional home office setup.
• Previous experience in client relations, customer service, or sales is preferred.
• Ability to multitask, prioritize, and stay organized in a remote environment.