Note: The job is a remote job and is open to candidates in USA. Agent Alliance is a company that provides supplemental benefits to help protect families. They are seeking a Customer Service/Sales Representative to consult with clients, explain available options, and assist in selecting 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
- 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
Benefits
- Medical (BlueCross BlueShield)
- Dental, Vision, and Hearing insurance
- Company stock options offered
- Comprehensive paid training program
- Weekly performance-based pay and bonuses
- 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
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.