Remote Life Insurance Account Manager

Introduction: A Mission Rooted in Compassion

Do you find fulfillment in positively impacting others while building a fulfilling career? As a Remote Life Insurance Account Manager, you’ll serve as a vital connection between clients and a company that puts people first. Our commitment to inclusive service and personalized care is what defines us. Every client interaction is an opportunity to empower, protect, and inspire confidence. This role offers the perfect blend of empathy, strategy, and professional development.

You’ll work in a remote-first environment that supports a healthy work-life balance, encourages authentic communication, and values each team member's individuality. We're not just in the insurance business—building trust, delivering peace of mind, and ensuring equitable experiences for all.

Key Responsibilities: Fostering Trust and Long-Term Relationships

Client Engagement and Relationship Building

• Build rapport with clients by listening attentively, understanding their insurance needs, and providing solutions aligned with their life goals.
• Regularly communicate through calls, emails, and virtual check-ins to ensure policyholders feel heard and valued.
• Guide clients through life insurance policy updates, renewals, and coverage changes with clarity and compassion.

Policy Management and Account Oversight

• Monitor and manage client accounts to ensure timely payments, compliance with regulatory standards, and accurate documentation.
• Collaborate with underwriting and claims departments to advocate for clients and expedite resolutions.
• Proactively identify potential gaps in coverage or service and recommend personalized insurance products to strengthen protection.

Team Collaboration and Inclusive Culture

• Collaborate with diverse internal teams to shape well-rounded client strategies reflecting our service and equality commitment.
• Participate in regular team syncs to share updates, celebrate wins, and solve challenges collaboratively.
• Contribute ideas to improve service delivery, client satisfaction, and account retention—your voice matters here.

Work Environment: A Culture of Belonging

Our remote structure means we intentionally invest in creating a culture beyond video calls. We celebrate diverse perspectives, promote psychological safety, and build space for meaningful human connection, even through a screen. You’ll be part of a diverse team that’s unified by shared values and driven by purpose.

• Remote-First Flexibility: Work from anywhere while staying closely connected through daily stand-ups, team chats, and video meetings.
• Inclusive Workplace Practices: From inclusive language to equitable growth paths, every detail reflects our people-first philosophy.
• Supportive Onboarding: New hires are guided by seasoned mentors passionate about making you feel welcome and empowered from day one.

Tools and Technology: Designed for Simplicity and Efficiency

We equip our team with intuitive tools to streamline workflow and eliminate distractions. You’ll use technology that enhances—not complicates—your work.

• CRM and account tracking platforms for client lifecycle management
• Secure virtual communication tools for personalized client interactions
• Cloud-based documentation systems that make collaboration easy and efficient
• Analytical dashboards to monitor account performance and service trends

Qualifications: Who Thrives in This Role

Essential Skills

• 3+ years of experience in account management or customer service, ideally in life insurance, financial services, or client relationship roles
• Deep sense of empathy and emotional intelligence in client interactions
• Strong interpersonal abilities and a talent for simplifying intricate insurance terms into understandable language
• Adaptable mindset with strong organizational and time-management skills

Preferred Attributes

• Experience working remotely with a distributed team
• Exposure to inclusive service frameworks or cultural competency training
• Strong interest in equitable financial literacy or advocacy for underserved populations
• A passion for evolving skills and advancing within your career

Career Growth and Opportunities: More Than Just a Role

We don’t believe in static careers. As a Remote Life Insurance Account Manager, you’ll have the chance to grow into senior client-facing positions or pivot into training, product, or policy strategy—based on your strengths and aspirations.

• Leadership Training Tracks for those aiming to guide future account teams
• Cross-functional Learning Labs to explore interests in compliance, client advocacy, or digital transformation
• Mentorship Programs pair you with leaders who are invested in your career success

We’re proud to elevate voices from all walks of life and create opportunities that reflect the diverse world we serve. Whether you're climbing the leadership ladder or building subject matter expertise, we support your growth.

A Team That Reflects Our Values

We believe success is measured by the goals we meet and the humanity we bring to every client interaction. Our team is composed of professionals who support one another, share wisdom, and embrace the uniqueness of each background and identity.

When we say we’re an inclusive workplace, we mean it. We continually evolve our practices to ensure accessibility, representation, and support for all because we believe a truly diverse team is an unstoppable force for good.

Compensation and Benefits

You’ll earn a competitive salary of $90,259 annually, with additional benefits that support your whole self:

• Comprehensive health insurance (medical, dental, vision)
• Generous paid time off, including volunteer days and mental wellness breaks
• Flexible scheduling to support caregivers, parents, and personal wellness needs
• Learning and development stipends for certifications or workshops
• Access to affinity groups and employee-led inclusion councils

Call to Action: Your Future Starts Here

If you’re a compassionate communicator excited to work in a supportive, inclusive, and forward-thinking environment, we want to meet you. Join us in redefining what it means to care for clients and each other.

Take the next step in your career by becoming a Remote Life Insurance Account Manager, where your voice, vision, and values can make an impact.