Note: The job is a remote job and is open to candidates in USA. Agent Alliance is seeking an entry-level sales representative to join its team. The role involves consulting with clients about supplemental benefits, customizing plans to meet their needs, and providing excellent customer service.
Responsibilities
- Reach out to individuals who have requested more information on the benefits offered
- Schedule Zoom meetings with clients
- Customize new benefit plans and adjust existing plans to fit the current needs of each client
- Establish and maintain relationships with existing and new clients
- Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
- Provide attentive customer service and any necessary administrative support in response to individuals' needs
- Respond to and resolve client questions and concerns regarding their benefits
- Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
Skills
- Meet virtually with clients who have signed up to receive supplemental benefits
- Consult with the family, explain the available options, and assist them in selecting the best plan
- Reach out to individuals who have requested more information on the benefits offered
- Schedule Zoom meetings with clients
- Customize new benefit plans and adjust existing plans to fit the current needs of each client
- Establish and maintain relationships with existing and new clients
- Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
- Provide attentive customer service and any necessary administrative support in response to individuals' needs
- Respond to and resolve client questions and concerns regarding their benefits
- Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
- Great communicators
- Ambitious
- Motivated
- Organized
- Think like entrepreneurs
- Committed team players
Benefits
- Medical (BlueCross BlueShield)
- Dental, Vision, and Hearing insurance
- Company stock options offered
- Retirement benefits from renewal income
- Comprehensive paid training program
- Monthly performance-based bonuses
- Flexible work schedule with the ability to work from home
Company Overview
Agent Alliance OC was founded on the basic idea that Realtors® are wasting valuable time trying to run parts of their business that they are often not interested in and rarely good at. It was founded in 2010, and is headquartered in Rancho Santa Margarita, CA, US, with a workforce of 11-50 employees. Its website is http://agentallianceoc.com.