[Remote] Virtual Customer Sales Rep

Note: The job is a remote job and is open to candidates in USA. Agent Alliance is a company that focuses on providing supplemental benefits to families. They are seeking a Virtual Customer Sales Rep to consult with clients, explain benefit options, and help them select the best plans for their needs.

Responsibilities

• Reach out to individuals who have requested more information on the benefits we offer
• Schedule Zoom meetings with these members
• 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 members' 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 remotely with individuals who have signed up to receive supplemental benefits
• Consult with the family, explain the available options, and help them select the plan that best fits their needs
• Reach out to individuals who have requested more information on the benefits we offer
• Schedule Zoom meetings with these members
• 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 members' 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
• Comprehensive paid training program
• Flexible work schedule with the ability to work from home (Our offices are open if you work more efficiently in an office setting)

Company Overview