Remote Client Experience Manager

New
Remote; Listing location: St. Petersburg, FloridaFull-TimeManager
Salary not disclosed
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Job Details

Required Skills
CRM

Requirements

  • Be coachable and dependable.
  • Be people-focused.
  • Be comfortable on camera.

Responsibilities

  • Meet virtually with families.
  • Explain benefits and options in plain language.
  • Follow up with clients to maintain relationships.
  • Record notes.
  • Schedule client meetings.
  • Use CRM for light administrative tasks.
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