Virtual Entry-Level Specialist | Client Services
New
J
JobgetherInsurance
Based in the United StatesContractEntry
SalaryWeekly commission-based compensation with performance-based bonus opportunities.
Apply NowOpens the employer's application page
Job Details
- Experience
- No previous insurance experience is required
- Required Skills
- DocumentationCustomer serviceTime ManagementRelationship management
Requirements
- No previous insurance experience is required; entry-level candidates, recent graduates, and career changers are encouraged to apply.
- Must be at least 18 years old.
- Physically located in the United States.
- Willingness and ability to obtain the appropriate state Life & Health Insurance License before performing activities requiring licensure.
- Strong communication, interpersonal, listening, and relationship-building skills.
- Self-motivated, dependable, organized, and capable of managing responsibilities independently in a fully remote environment.
- Comfortable learning new technology and using Zoom, web-based platforms, and digital communication tools.
- Strong attention to detail, time-management skills, problem-solving ability, and professional follow-through.
- Coachable and receptive to feedback, with an interest in continuous learning and professional development.
- Must have access to a reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet, professional home workspace.
Responsibilities
- Support clients through scheduled virtual and phone appointments, responding to questions and providing a professional, personalized service experience.
- Listen to client needs and priorities, explain relevant benefits and policy information clearly, and provide dependable follow-up.
- Assist clients with applications, enrollment, documentation, policy reviews, updates, and other applicable service needs once appropriately trained and licensed.
- Educate clients on life, accident, and supplemental health insurance options and help them understand available coverage features and choices.
- Build and maintain long-term client relationships through active listening, professionalism, accurate information, and consistent communication.
- Maintain accurate digital client records and documentation while following established procedures and service standards.
- Connect with individuals and families who have requested information about available benefits, focusing on scheduled consultations rather than traditional cold calling.
- Participate in virtual onboarding, coaching, workshops, professional development, and mentorship activities.
- Use Zoom, web-based systems, and other digital tools to communicate effectively with clients, mentors, teammates, and leadership.
- Pursue continued professional development and demonstrate the initiative, consistency, and accountability required to progress within the organization.
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