Client Representative | Customer Service & Benefits

New

Based in United StatesContractEntry

SalaryCommission-based compensation with weekly commission payments.

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Job Details

Must be at least 18 years old.
Must be physically located in the United States.
Access to a reliable computer or laptop with webcam and microphone.
Access to high-speed internet and a quiet, professional workspace.
Strong verbal and written communication skills.
Excellent active-listening, relationship-building, and interpersonal skills.
Customer-focused mindset with a genuine interest in helping others.
Strong work ethic, self-motivation, and personal accountability.
Good organization and time-management skills.
Comfort working remotely and collaborating through virtual tools.
Basic computer proficiency and confidence using Zoom and web-based applications.
Willingness to complete structured training and obtain state Life & Health Insurance licensing.

Connect with individuals and families through scheduled Zoom and phone appointments to understand their needs and provide a professional client experience.
Explain available life, accident, and supplemental health insurance benefits clearly to help clients evaluate their options.
Provide needs-based recommendations and assist eligible clients with applications, enrollment, and documentation.
Conduct benefit or policy reviews and assist with service requests, such as beneficiary updates.
Maintain accurate digital records and ensure timely, professional follow-up with clients.
Build trust and long-term relationships through active listening and responsive communication.
Work with provided qualified client opportunities without requiring traditional cold calling or lead purchasing.
Pursue applicable state Life & Health Insurance licensing.

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