Key Facts

Remote From:

Full time

English

Hard Skills

Consultative Selling Insurance Products Regulatory Compliance Policy Enforcement Customer Inquiries Customer Relationship Building Claims And Litigation Management Leadership Analysis

Other Skills

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Customer Service
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Record Keeping
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Extroverted
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Communication
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Time Management
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Strong Work Ethic
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Computer Literacy

Roles & Responsibilities

Excellent communication skills
Basic computer proficiency
Strong work ethic
Outgoing, energetic, and personable

Requirements:

Conduct remote client consultations via Zoom to understand clients' financial goals and explain policy features, coverage options, and premium costs
Provide customer service by supporting policyholders with inquiries, policy updates, and claims processing
Foster relationship building by maintaining ongoing communication to review needs, update policies, and address life changes
Uphold compliance by following industry regulations and company policies and keeping accurate client records

Job description

Remote Client Representative

Location: 100% Remote | Schedule: Flexible

We have proudly served working-class families since 1951, offering life, accident, and supplemental health products to protect members of labor unions, credit unions, associations, and their families. We’re seeking dedicated representatives to build long-term client relationships from the comfort of home via Zoom virtual consultations.

Requirements / Responsibilities / Rewards

Conduct Remote Client Consultations: Meet with clients virtually to understand their financial goals, explain policy features, coverage options, and premium costs.
Provide Customer Service: Support policyholders with inquiries, policy updates, and claims processing.
Foster Relationship Building: Maintain ongoing communication with clients to review needs, update policies, and address life changes.
Uphold Compliance & Documentation: Follow industry regulations and company policies, keeping accurate client records.