Job Description
Note: The job is a remote job and is open to candidates in USA. Agent Alliance is seeking an entry-level sales representative to join its team. The role involves consulting with clients about supplemental benefits, customizing plans to meet their needs, and providing excellent customer service.
Responsibilities
- Reach out to individuals who have requested more information on the benefits offered
- Schedule Zoom meetings with clients
- Customize new benefit plans and adjust existing plans to fit the current needs of each client
- Establish and maintain relationships with existing and new clients
- Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
- Provide attentive customer service and any necessary administrative support in response to individuals' needs
- Respond to and resolve client questions and concerns regarding their benefits
- Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
Skills
- Meet virtually with clients who have signed up to receive supplemental benefits
- Consult with the family, explain the available options, and assist them in selecting the best plan
- Reach out to individuals who have requested more information on the benefits offered
- Schedule Zoom meetings with clients
- Customize new benefit plans and adjust existing plans to fit the current needs of each client
- Establish and maintain relationships with existing and new clients
- Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
- Provide attentive customer service and any necessary administrative support in response to individuals' needs
- Respond to and resolve client questions and concerns regarding their benefits
- Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
- Great communicators
- Ambitious
- Motivated
- Organized
- Think like entrepreneurs
- Committed team players
Benefits
- Medical (BlueCross BlueShield)
- Dental, Vision, and Hearing insurance
- Company stock options offered
- Retirement benefits from renewal income
- Comprehensive paid training program
- Monthly performance-based bonuses
- Flexible work schedule with the ability to work from home
Company Overview
Apply To This Job