Great interpersonal, communication, leadership, and management skills
Must be 18 years or older
Active driver's license
Must be coachable, detail-oriented, and a team player
Outstanding interpersonal and communication skills
Active Life Health insurance license is a strong bonus but not required
Previous customer service experience preferred
Responsibilities
Evaluate customers' insurance needs and financial status to create tailored experiences
Provide warm and professional customer service during client onboarding
Maintain records and bookkeeping while ensuring paperwork is up to date
Respond to inquiries regarding insurance eligibility and claims
Assist clients with billing questions and insurance policies
Benefits
Flexible schedule
Work from home
Full Job Description
Job Responsibilities:
Evaluate new customers' insurance needs, insurance risk, existing coverage, long-term goals, and financial status through consultations to create a tailored experience that exceeds expectations.
Provide warm and professional customer service while onboarding new clients and maintain existing clients, including booking appointments, inquiry response, insurance eligibility, claim submissions, questions concerning billing, and insurance policies.
Ensure all paperwork is up to date while maintaining records and bookkeeping.
Job Qualifications:
Great interpersonal, communication, leadership, and management skills
Must be 18 years or older
Active driver's license
Must be coachable, detail-oriented, and a team player.
Possesses outstanding interpersonal and communication skills.
An active Life Health insurance license is a strong bonus but not required.
