Member Onboarding Rep | Client Support
New
J
JobgetherInsurance and Financial Services
Based in United StatesFull-TimeEntry
SalaryCommission-based compensation with weekly payments. Performance-based bonuses, recognition programs, and additional incentive opportunities.
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Customer serviceTime ManagementRelationship buildingActive listening
Requirements
- At least 18 years of age.
- Legally authorized to work in the United States.
- Physically located in the United States.
- Strong verbal communication, active listening, and relationship-building skills.
- Customer-focused, professional, dependable, and ethical approach.
- Self-motivation, accountability, and strong time-management skills.
- Basic computer proficiency and ability to learn web-based applications.
- Access to a reliable computer, high-speed internet, webcam, microphone, and a quiet workspace.
- Willingness to complete training and obtain a state Life & Health Insurance License.
Responsibilities
- Conduct scheduled virtual appointments through Zoom and phone to create a welcoming onboarding experience.
- Listen to client needs and provide clear, helpful responses regarding available benefits.
- Explain life, accident, and supplemental health insurance options and provide needs-based guidance.
- Assist clients with applications, beneficiary information, and required documentation.
- Maintain accurate digital records and provide dependable ongoing support.
- Focus on consultations and benefits education rather than traditional cold prospecting.
- Participate in virtual training and coaching to develop professional capabilities.
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