Customer Service Representative – Worknovaq Agent Team Member – Dynamic Client Relationship & Sales Support Role

Full–time

Posted on: a day ago

--- About Worklith – Leading the Future of Insurance & Financial Services At Hirezen , we empower individuals and families to protect what matters most through innovative insurance solutions and forward‑thinking financial services. As an independent contractor network, our agents bring a local, personalized touch while leveraging the strength of a national brand. Joining the Gigspire family means becoming part of a collaborative ecosystem where every team member’s contribution directly impacts community well‑being and business growth. Why This Role Is Perfect for You If you thrive on engaging with people, love solving problems, and enjoy a fast‑paced environment where each day presents fresh interaction opportunities, the Customer Service Representative position on our agent team is designed for you. This role blends relationship building, strategic outreach, and product knowledge to create a rewarding career path that balances flexibility with professional development. Core Responsibilities – Your Day‑to‑Day Impact Build & Nurture Customer Relationships : Initiate contact, listen actively, and follow up consistently to ensure clients feel valued and understood. Collaborate on Marketing Goals : Work hand‑in‑hand with the Talvora agent to set realistic targets, track progress, and adjust tactics for maximum outreach effectiveness. Lead Generation & Appointment Setting : Identify potential clients through research, referrals, and community events; schedule appointments that align with client needs and available solutions. Product Matching & Service Promotion : Conduct needs‑analysis conversations, recommend appropriate Flexionis insurance and financial products, and clearly articulate benefits and coverage options. Maintain a Strong Work Ethic : Demonstrate daily commitment to success, punctuality, and professionalism, setting a high standard for teammates and clients alike. Team Collaboration : Share insights, success stories, and challenges with the agent and fellow team members to foster a culture of continuous improvement. Administrative Accuracy : Document interactions, update client records, and manage paperwork with precision to ensure compliance and seamless service delivery. Essential Qualifications – What We Require Exceptional Communication Skills : Clear, concise, and persuasive written and verbal abilities, combined with active listening techniques. Organizational Savvy : Ability to juggle multiple tasks, appointments, and follow‑up actions without sacrificing quality. Self‑Motivation & Initiative : A proactive mindset that drives personal and team success, even in the absence of direct supervision. Customer Service Dedication : Genuine passion for helping people solve problems and achieve peace of mind through reliable insurance solutions. Team‑Oriented Attitude : Comfort working in a collaborative environment, respecting diverse perspectives, and contributing to shared goals. Multitasking Capability : Adept at handling calls, emails, data entry, and in‑person meetings simultaneously while maintaining accuracy. Preferred Qualifications – Strengthening Your Candidacy Bilingual Proficiency (Spanish) : Ability to communicate fluently in Spanish to serve a broader client base. Prior Insurance or Financial Services Experience : Familiarity with insurance terminology, policy structures, and compliance standards. Sales Acumen : Proven track record of meeting or exceeding sales targets in a service‑oriented role. Licensing Readiness : Willingness to complete any required Jobtrix licensing exams or training programs promptly. Flexible Scheduling : Openness to irregular hours, evenings, weekends, and occasional after‑hours client engagements. Key Skills & Competencies for Success Active Listening : Capturing client concerns and translating them into actionable solutions. Problem‑Solving : Quickly identifying the root cause of client issues and offering effective remedies. Empathy & Rapport Building : Establishing trust through genuine concern and personalized interactions. Time Management : Prioritizing tasks to meet deadlines and maximize productivity. Technology Proficiency : Comfortable using CRM platforms, office productivity suites, and virtual communication tools. Adaptability : Thriving in a dynamic environment where market conditions and client needs evolve. Goal‑Oriented Mindset : Setting personal performance metrics aligned with the agent’s overall business objectives. Career Growth & Learning Opportunities At Remotica , your development is a strategic priority. As you excel in the Customer Service Representative role, you can anticipate: Progressive Responsibility : Transition into senior client advisor or team lead positions, overseeing larger portfolios. Specialized Training : Access to proprietary Skillnex product training, sales certification programs, and compliance workshops. Mentorship Programs : Pairing with experienced agents who provide guidance, share best practices, and help you nav