Life Insurance / Customer service

Job Description Job Description Benefits: Work From Home Free Licencing Program Apply NOW Flexible schedule Opportunity for advancement Training & development Tuition assistance About the Role: Join RivCo Wealth Management as a Life Insurance / Customer Service Representative, where you'll play a crucial role in helping clients secure their financial futures. We are looking for passionate individuals who thrive in a dynamic environment and are dedicated to providing exceptional service. Responsibilities: Provide expert guidance on life insurance products and services to clients. Assist clients with inquiries, policy updates, and claims processing. Build and maintain strong client relationships through effective communication. Educate clients on policy features, benefits, and coverage options. Collaborate with the sales team to identify client needs and recommend suitable solutions. Ensure compliance with industry regulations and company policies. Maintain accurate records and documentation of client interactions. Stay updated on industry trends and product knowledge to enhance client service. Requirements: High school diploma or equivalent; Bachelor's degree preferred. 1-3 years of experience in customer service or insurance industry. Active Life Insurance license in Texas is required. Strong interpersonal and communication skills. Detail-oriented with excellent organizational abilities. Proficient in CRM software and Microsoft Office Suite. Ability to work independently and as part of a team. Positive attitude and a commitment to client satisfaction. About Us: RivCo Wealth Management has been serving the Houston community for over a decade, providing tailored financial solutions to help clients achieve their goals. Our commitment to integrity and excellence has earned us a loyal client base, and our team members enjoy a supportive and collaborative work environment that fosters professional growth. This is a remote position.

Location: Houston, Texas, US

Posted Date: 11/11/2025