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Agent Alliance - New York, NY

posted 2 months ago

Full-time - Entry Level
Remote - New York, NY

About the position

The Virtual Customer Service/Sales Representative role involves consulting with individuals who have signed up for supplemental benefits, helping them understand their options, and assisting them in selecting the best plans for their families. This position is remote and requires strong communication skills, motivation, and organizational abilities.

Responsibilities

  • Reach out to individuals who have requested more information on the benefits offered.
  • Schedule Zoom meetings with clients to discuss their needs.
  • Customize new benefit plans and adjust existing plans to fit client needs.
  • Establish and maintain relationships with existing and new clients.
  • Perform benefit reviews for existing clients and assist with claims or adjustments.
  • Provide attentive customer service and administrative support as needed.
  • Respond to and resolve client questions and concerns regarding their benefits.
  • Ensure all documentation is accurate and complete, performing necessary updates.

Requirements

  • Strong communication skills.
  • Ability to work independently and as part of a team.
  • Organizational skills and attention to detail.
  • Experience in customer service or sales is preferred.

Nice-to-haves

  • Experience with Zoom or similar video conferencing tools.
  • Familiarity with insurance or benefits consulting.

Benefits

  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid training
  • Stock options
  • Vision insurance
  • Work from home
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