Remote Benefit Advisor - Consultative Sales & Planning

Agent Alliance; Town of Webster (NY); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical insurance (BCBS)

Dental, Vision, Hearing insurance

Stock options offered

Performance-based bonuses

Comprehensive paid training program

Weekly pay with competitive commission

Job summary

Agent Alliance is seeking a results-oriented benefits representative who can work remotely with clients in the United States. You will reach out to individuals, schedule Zoom meetings, tailor benefit plans, and build lasting relationships while delivering exceptional customer service.

The role includes conducting benefit reviews, handling inquiries, and ensuring all documentation is up to date. A training program and a performance-based bonus/commission structure support your success.

Qualifications

• Strong communication skills for outreach and client interaction
• Ability to schedule and conduct virtual meetings (e.g., Zoom)
• Tailor benefit plans to fit client needs
• Develop and maintain relationships with existing and new clients
• Perform benefit reviews and assist with claims or adjustments
• Provide attentive customer service and administrative support
• Respond to client questions and concerns regarding benefits
• Keep documentation accurate and up to date

Responsibilities

• Reach out to individuals who requested more information on our benefits
• Schedule Zoom meetings with these members
• Customize new benefit plans and adjust existing plans to fit current needs
• Establish and maintain relationships with existing and new clients
• Perform benefit reviews for existing clients and assist with claims or adjustments
• Provide attentive customer service and administrative support
• Respond to and resolve client questions and concerns about benefits
• Ensure all documentation is accurate and up to date

Skills

Communication

Relationship-building

Organization

Entrepreneurial mindset

Job description

Agent Alliance is seeking a results-oriented benefits representative who can work remotely with clients in the United States. You will reach out to individuals, schedule Zoom meetings, tailor benefit plans, and build lasting relationships while delivering exceptional customer service.

The role includes conducting benefit reviews, handling inquiries, and ensuring all documentation is up to date. A training program and a performance-based bonus/commission structure support your success.