Customer Service Specialist
The Locklear Agency
Job Overview
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Job Description
About The Locklear Agency
The Locklear Agency is an established organization built on vision, integrity, and a commitment to serving families at a high level. Our mission is simple: help people protect what matters most while leaving every individual better than we found them.
We take a modern approach to the industry by combining technology, streamlined systems, and genuine human connection to create an efficient and professional experience for the families we serve.
No cold calling. No chasing. You work exclusively with individuals who have already requested information or assistance.
About the Opportunity for a Customer Service Specialist
This is not a traditional sales role. The position is best described as a consultative, client-focused role. Individuals you work with have already expressed interest in coverage. Your responsibility is to guide conversations, answer questions, and help clients move forward with confidence.
All work is conducted virtually (Zoom or phone) and supported by structured training, mentorship, and proven systems.
What You’ll Do
- Work with individuals and families who have requested information
- Conduct virtual conversations via Zoom or phone
- Follow a service-first, consultative process
- Learn and apply company systems and tools
- Participate in ongoing training and development
- Build long-term client and team relationships
Who This Is For
- Professionals seeking a performance-based role with uncapped earning potential
- Individuals who value true flexibility and ownership of their schedule
- People motivated by growth tied to effort, consistency, and results
- Candidates interested in an opportunity where increased compensation is achievable early on, including the ability to earn up to a 15% increase within the first 90 days, based on performance and milestones
- Those who prefer advancement based on merit rather than tenure
Prior experience in sales or customer-facing roles is helpful but not required.
Compensation & Growth
Compensation is performance-based pay tied to individual effort and results. Growth opportunities, incentives, and leadership pathways are available for those who perform and remain consistent.
Guidance and support are provided for individuals who need to obtain the required licensing.
Final Note
This opportunity is ideal for individuals who enjoy helping others, value flexibility, and are comfortable in a performance-driven environment. Specific expectations, systems, and next steps are reviewed during the Partner Briefing.
If this sounds aligned, we welcome the conversation.
Key skills/competency
- Customer Service
- Client Consultation
- Communication Skills
- Relationship Building
- Virtual Communication
- Problem Solving
- Performance Driven
- Flexibility
- CRM Software
- Insurance Industry Knowledge (helpful)
How to Get Hired at The Locklear Agency
- Research The Locklear Agency's culture: Study their mission, values, recent news, and employee testimonials on LinkedIn and Glassdoor.
- Tailor your resume for service roles: Highlight experience in client interaction, problem-solving, and virtual communication, aligning with the Customer Service Specialist opening.
- Prepare for consultative interviews: Showcase your ability to guide conversations, listen actively, and build rapport during virtual interviews for The Locklear Agency.
- Emphasize performance drive: Be ready to discuss how your effort, consistency, and results contribute to success in a performance-based environment.
- Demonstrate remote work readiness: Discuss your experience and comfort with virtual tools, self-management, and maintaining productivity in a remote setup.
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