Virtual Customer Success Manager (San Francisco) Job at InsuraTec, San Francisco, CA

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  • InsuraTec
  • San Francisco, CA

Job Description

Career Opportunities with UniTrust Financial Group

A great place to work.

Careers At UniTrust Financial Group

Current job opportunities are posted here as they become available.


Location: Remote (Work From Home)
Work Hours: Full-Time | Flexible Schedule

About InsuraTec Services Group:
At InsuraTec Services Group, we help families protect their futures with life insurance solutions built on integrity, transparency, and heart. We're growing and looking for a Virtual Customer Success Manager to ensure our clients get the best possible supportfrom first contact to long-term service.

What Youll Do:

Handle virtual client interactions from onboarding to ongoing support.

Provide personalized guidance to help clients understand and maintain their insurance coverage.

Use warm, qualified leadsno cold calling, no door-to-door sales.

Maintain accurate records, track performance, and contribute to client retention.

Collaborate with teammates to improve client experience and outcomes.

Stay current on products, systems, and compliance requirements.

If unlicensed, complete our self-paced, company-supported life insurance training program.

What You Bring:

No insurance experience neededwe provide full training.

Excellent communication skills with a focus on listening and problem-solving.

Ability to work independently and stay organized in a virtual environment.

A client-first mindset and strong follow-through.

Eagerness to learn, grow, and help others succeed.

A commitment to professionalism, empathy, and ethical standards.

What Youll Get:

Commission-only pay with unlimited earning potential and monthly bonuses.

Flexible, full-time schedule structure your day your way.

100% remote work serve clients from anywhere.

Pre-qualified leads focus on relationship-building, not prospecting.

A supportive team culture focused on mentorship and shared success.

Advancement opportunities into leadership and client management roles.

Take Ownership of Your Success:
If youre motivated, dependable, and passionate about helping people, this role is a great fit. Join a company that puts people firstclients and team members alikeand build a career thats meaningful and flexible.

Were an Equal Opportunity Employer:
InsuraTec Services Group values diversity and welcomes individuals from all backgrounds. Were committed to building a supportive, inclusive workplace.

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Job Tags

Full time, Flexible hours,

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