Remote Benefits Sales Associate - Entry Level

Agent Alliance Inc.; Bay Shore (NY); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical BCBS

Dental Insurance

Vision Insurance

Hearing Insurance

Stock Options

Performance Bonuses

Paid Training

Weekly Pay

Flexible Schedule

Work from Home

Job summary

Agent Alliance Inc. is seeking a benefits representative who consults with families, explains available options, and helps tailor plans to fit their needs. You will reach out to individuals, schedule Zoom meetings, and build lasting client relationships.

The role includes reviewing plans, assisting with claims, and delivering attentive service. Flexible schedule with remote work options; offices are available for in-person work as needed.

Qualifications

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

Responsibilities

• Reach out to individuals who requested more information on the benefits we offer.
• Schedule Zoom meetings with these members.
• Customize new benefit plans and adjust existing plans to fit the current needs of each client.
• Establish and maintain relationships with existing and new clients.
• Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments.
• Provide attentive customer service and any necessary administrative support in response to members' needs.
• Respond to and resolve client questions and concerns regarding their benefits.
• Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule.

Skills

Communication

Sales Experience

Client Relationship

Tools

Zoom Meetings

Job description

Agent Alliance Inc. is seeking a benefits representative who consults with families, explains available options, and helps tailor plans to fit their needs. You will reach out to individuals, schedule Zoom meetings, and build lasting client relationships.

The role includes reviewing plans, assisting with claims, and delivering attentive service. Flexible schedule with remote work options; offices are available for in-person work as needed.