Bachelor's degree in finance, business, or a related field is preferred., Strong communication skills, both verbal and written, are essential., Experience in customer service or sales is a plus., Familiarity with insurance products and regulations is advantageous..
Key responsibilities:
Provide remote insurance advice to clients via phone and email.
Assist clients in understanding their insurance options and policies.
Handle client inquiries and resolve issues in a timely manner.
Maintain accurate records of client interactions and transactions.
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