Open role
[Remote] Remote Customer Service/Sales Representative
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