Member Advisor | Customer Service
New
J
JobgetherInsurance
Based in the United StatesFull-TimeEntry
SalaryCompensation is performance-based, with opportunities for weekly commissions, bonuses, and renewal or residual income.
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Job Details
- Required Skills
- Microsoft OfficeCustomer serviceTime ManagementActive listeningRelationship management
Requirements
- Must be at least 18 years old.
- Must be willing to obtain the appropriate state Life & Health Insurance License before performing activities that require licensure.
- Must have access to a reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet, professional home workspace.
- Strong verbal and written communication skills.
- Excellent customer-service, active-listening, relationship-building, and problem-solving abilities.
- Self-motivated, accountable, adaptable, and comfortable working independently in a remote environment.
- Basic computer proficiency and the ability to learn new digital systems and processes.
- Coachable and receptive to feedback.
- Goal-oriented mindset and willingness to work within a performance-based compensation structure.
Responsibilities
- Conduct scheduled member consultations through Zoom and phone, creating a professional, welcoming, and personalized experience.
- Connect with individuals and families who have requested information about available benefits and understand their needs, priorities, and questions.
- Provide clear and accurate information about applicable life, accident, and supplemental health insurance options.
- Help members evaluate available coverage and provide needs-based recommendations following appropriate training and licensing.
- Guide members through applications, enrollment, required documentation, and applicable follow-up processes.
- Answer benefit and coverage questions professionally and assist existing members with applicable policy reviews and service needs.
- Maintain consistent communication and follow-up to strengthen long-term member relationships.
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