[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.ResponsibilitiesReach out to individuals who have requested more information on the benefits we offerSchedule Zoom meetings with these membersCustomize new benefit plans and adjust existing plans to fit the current needs of each clientEstablish and maintain relationships with existing and new clientsPerform benefit reviews for existing clients, as well as help with any necessary claims or adjustmentsProvide attentive customer service and any necessary administrative support in response to members' needsRespond to and resolve client questions and concerns regarding their benefitsEnsure that all documentation is accurate and complete, and perform any necessary updates on scheduleSkillsMeet remotely with individuals who have signed up to receive supplemental benefitsConsult with the family, explain the available options, and help them select the plan that best fits their needsReach out to individuals who have requested more information on the benefits we offerSchedule Zoom meetings with these membersCustomize new benefit plans and adjust existing plans to fit the current needs of each clientEstablish and maintain relationships with existing and new clientsPerform benefit reviews for existing clients, as well as help with any necessary claims or adjustmentsProvide attentive customer service and any necessary administrative support in response to members' needsRespond to and resolve client questions and concerns regarding their benefitsEnsure that all documentation is accurate and complete, and perform any necessary updates on scheduleGreat communicatorsAmbitiousMotivatedOrganizedThink like entrepreneursCommitted team playersBenefitsMedical (BlueCross BlueShield)Dental, Vision, and Hearing insuranceCompany stock options offeredComprehensive paid training programFlexible work schedule with the ability to work from home (Our offices are open if you work more efficiently in an office setting)Company OverviewAgent 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.
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