Job Description

As a Client Success Associate, you’ll be the first point of contact for individuals exploring private health insurance options. This role is ideal for someone looking to start a professional career, build communication skills, and grow into higher-earning roles over time.

What You’ll Do

• Speak with clients who have requested information about health coverage
• Ask discovery questions to understand client needs and goals
• Educate clients on available coverage options using simple, guided scripts
• Schedule follow-ups and support the enrollment process
• Learn foundational sales, communication, and compliance skills

What We’re Looking For

• Friendly, positive, and coachable attitude
• Comfortable speaking with people on the phone or virtually
• Reliable, motivated, and open to learning
• No sales or insurance experience required (full training provided)

Why This Role

• Clear promotion path into advisor or consultant roles
• Performance bonuses and recognition programs
• Supportive team culture with hands-on leadership

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