[Remote] Online Client Specialist | Entry Level
Note: The job is a remote job and is open to candidates in USA. Lotz Agency is hiring entry-level Online Client Specialists to work remotely with individuals who have already requested information. This role focuses on communication, education, and follow-through using a proven system, with no cold outreach required. 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 Skills 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 Overview The Lotz Agency is a family-run Insurance brokerage started in 2019. We intentionally work towards leaving people better than we found them... It was founded in 2019, and is headquartered in Fort Collins, CO, US, with a workforce of 11-50 employees. Its website is