Policyholder Support Specialist - Work From Home
AO Garcia Agency
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Descrizione del lavoro
AO Garcia Agency seeks a virtual consultant based in Lewiston, Maine, to assess client needs, present suitable options, and stay engaged with the relationship after the initial meeting.
Admin duties include notes, appointments, and CRM hygiene. The role offers full training and utilizes our current tech stack, with remote work flexibility and opportunities to advance based on performance.
Mansioni
- Assess client needs and educate options.
- Maintain relationship after initial meeting; perform admin tasks (notes, appointments, CRM hygiene).
Conoscenze
Descrizione del lavoro
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
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