Remote Benefits Intake Associate
New
A
AO Garcia AgencyBenefits consulting
Listing location: Peoria, ArizonaFull-Time
Salary not disclosed
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Job Details
- Required Skills
- CRM
Requirements
- Be driven, trainable, and dependable.
- Be comfortable competing.
- Be comfortable appearing on camera.
Responsibilities
- Assess client needs.
- Explain available options.
- Maintain the relationship after the first meeting.
- Record notes.
- Schedule and manage appointments.
- Keep CRM records up to date.
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