Job Description

Remote Benefits Representative

We are seeking a Remote Benefits Representative to join our team! You will be responsible for expanding the company's book of business by providing various types of insurance policies to new and existing clients via Zoom. This position is fully remote!

Bilingual: French and Spanish speakers to better serve our diverse client base.

Responsibilities

1. Educating Clients Explaining insurance benefits and policies to clients, ensuring they understand their coverage options.
2. Customer Service Assisting policyholders with claims, policy updates, and any questions about their benefits.
3. Sales & Enrollment Meeting with potential clients, assessing their needs, and enrolling them in suitable insurance plans.
4. Building Relationships Developing and maintaining relationships with clients to ensure long-term satisfaction and retention.
5. Lead Management Working with company-provided leads to set up appointments and present benefit options.
6. Remote Consultations Conducting virtual meetings to assist clients with their benefit selections.
7. Compliance & Documentation Ensuring all paperwork and client interactions follow company and industry regulations.

Qualifications

• Previous experience in insurance, customer service, or other related HR fields is a plus.
• Ability to build rapport with clients.
• Strong negotiation skills.
• Excellent written and verbal communication skills.
• Ability to prioritize and multitask.

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