Role Description Join Our Team as a Remote Client Success Representative in Life Insurance – 100% Virtual! Our company specializes in life insurance, and we’re now fully remote, offering work-from-home positions that let you earn an outstanding income while prioritizing family life. With flexible hours, you can work when it’s best for you and your loved ones, without sacrificing a meaningful career. We’re looking for passionate individuals to join our team as Client Success Representatives. In this role, you’ll engage with both existing and prospective clients daily, providing exceptional service and product expertise in life insurance to help clients make informed decisions. - Support a Range of Clients: Connect with clients to offer guidance and information on life insurance policies that meet their unique needs. - Deliver Product Knowledge: Serve as a resource on our life insurance products, answering questions and providing detailed information. - Continuous Learning & Adaptability: Stay updated on life insurance offerings, policies, and strategies to enhance client satisfaction. - Collaborative & Independent: Work well within a team to share strategies, while also managing independent client interactions. Qualifications - Outstanding Communication: Excellent listening and problem-solving skills to engage effectively with clients. - Quick to Adapt: Embrace ongoing learning in a constantly evolving virtual environment. - Team-Oriented & Self-Motivated: Thrives both in a team setting and working independently. - Drive & Dedication: Strong work ethic with a commitment to achieving goals. Benefits - Flexible Schedule with Weekly Pay: Choose hours that suit your life and enjoy regular pay. - 100% Remote Life Insurance Position: Serve clients from the comfort of your home. - Weekly Professional Development: Learn from top industry leaders to expand your skills. - Comprehensive Benefits: Life insurance, health insurance reimbursement, and more. - Top-Tier Tools & Technology: Access the best resources to ensure client success. Company Description In response to current health and wellness priorities, we’ve fully adapted to a virtual setup. All interviews, onboarding, and training are conducted through Zoom video conferencing to ensure your safety and comfort. If you’re motivated, adaptable, and eager to build a career in life insurance within a fully remote, client-centered environment, we’d love to hear from you! Apply today to begin a fulfilling journey with us.

• Own the health and status of your assigned accounts against a clear green, yellow, and red standard, keeping a direct line to each decision maker so every account can be championed when it counts. • Own retention on your accounts, surfacing risk early and pulling in your Director, Support, Implementation, and Customer Growth partners to keep at-risk accounts whole. • Move your accounts onto durable long-term agreements that protect and compound the book. • Serve as the senior point of contact above the front line, engaging providers directly to resolve and de-escalate the hardest issues with composure. • Project manage issues to resolution, coordinating Support and Implementation to close them cleanly and keep the provider informed throughout. • Maintain accurate account health, status, and activity in HubSpot so that your book reads clearly to your Director and leadership.

• Coordinate marketing campaigns and content production across teams • Prepare clear content briefs for seasonal and campaign initiatives • Manage cooperation with internal teams (e.g. content, product, tech) • Work closely with external agencies (content, localization, CRM) • Support CRM operations and campaign execution (via external partners) • Monitor campaign performance and marketing KPIs • Work with data teams to improve dashboards and reporting • Ensure alignment between marketing, product, and operational teams

• Own strategic account planning and stakeholder engagement, ensuring alignment to institutional goals. • Partner closely with Account Management to influence renewal and expansion outcomes, providing value narratives, risk flags, and renewal readiness materials. • Build ROI proof points and value narratives for AM to use in customer-facing ROI meetings. • Own implementation of Chat, Community, and Assistant, guiding customers from kickoff through full adoption. • Analyze customer usage and engagement data to identify opportunities for improved adoption and retention, routing expansion signals to AM with context. • Facilitate regular reviews and track progress against success plans for all Tier 1 customers; quarterly cadence for Tier 2. • Deliver product training and resources to maximize platform usage. • Maintain accurate, up to date customer health signals and proactively flag risks or blockers to AM, with mitigation plans attached. • Develop strong, multi-level relationships across institutions, building resilience beyond a single champion. • Keep internal success tools (Salesforce) up to date with key updates and engagement insights.