Remote Policyholder Care Coordinator

New
G
Global Elite Empire ConsultantsInsurance
Santa Fe, New MexicoFull-Time
Salary not disclosed
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Job Details

Required Skills
CRM

Requirements

  • Be driven, trainable, and dependable.
  • Be comfortable competing.
  • Be comfortable on camera.

Responsibilities

  • Assess policyholder needs.
  • Teach clients about available options.
  • Stay engaged in the relationship after the first meeting.
  • Maintain notes.
  • Manage appointments.
  • Keep CRM records current.
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