Key skills
CRMCommunicationSales
About this role
Role Overview
- Serve as the first point of contact for clients via phone and Zoom
- Explain and review permanent benefits clearly and accurately
- Guide clients through enrollment and claims processes
- Maintain accurate documentation of all client interactions
- Collaborate with team members to deliver an exceptional customer experience
Requirements
- Legally authorized to work in the United States
- 1+ years of customer support, admin, or sales experience preferred
- Maintain customer records and update policy details as needed
- Excellent communication and interpersonal skills
- Strong problem-solving and listening abilities
- Basic computer skills (CRM systems, email, Microsoft Office)
- Previous experience in customer service or insurance preferred
- High school diploma or higher education required
Benefits
- Dental, Vision, Medical, and Life Insurance
- travel insurance
- death benefit
- in-depth training
- performance-based promotions and income
- flexible scheduling
- incentive trips 4 times a year
- performance-based bonuses