Virtual Customer Benefits Support Representative
New
J
JobgetherInsurance
Based in the United StatesFull-TimeEntry
SalaryWeekly commission-based compensation with potential performance bonuses
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Customer service
Requirements
- Must be at least 18 years old.
- Willing and able to obtain the required state Life & Health Insurance License.
- Access to a computer or laptop, reliable high-speed internet, webcam, and microphone.
- Maintain a quiet, professional workspace suitable for virtual client appointments.
- Strong verbal and interpersonal communication skills with a customer-service-oriented mindset.
- Professionalism, integrity, dependability, accountability, and attention to detail.
- Self-motivated, organized, and capable of managing time and responsibilities independently in a remote environment.
- Comfortable using computers, Zoom, phone systems, and other virtual communication tools.
- Demonstrate coachability, willingness to learn, and enthusiasm for professional development.
Responsibilities
- Conduct scheduled client appointments by phone and Zoom, providing professional and responsive customer support.
- Explain available life, accident, and supplemental health insurance benefits and answer questions about coverage options.
- Understand client needs and provide appropriate information and benefit recommendations to support informed decisions.
- Guide clients through applications and enrollment processes, ensuring a smooth and positive experience.
- Build and maintain long-term client relationships through professional follow-up, policy reviews, beneficiary updates, and ongoing service.
- Schedule appointments, manage follow-up communications, and maintain accurate digital client records and documentation.
- Participate in virtual onboarding, training, coaching, and ongoing professional development activities.
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