Remote Benefits Sales Trainee (Entry-Level)

Agent Alliance Inc.; Oregon; Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision insurance

Stock options

Performance bonus

Paid training

Remote work

Weekly commissions

Job summary

Agent Alliance Inc. seeks motivated representatives to remotely assist individuals exploring supplemental benefits. You will consult with families, present options, and help them choose plans that best fit their needs.

Successful reps are strong communicators who are ambitious, organized, and entrepreneurial. You will outreach, schedule Zoom meetings, tailor benefit plans, and provide ongoing support while building lasting client relationships.

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 for each client.
• 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 resolve concerns regarding benefits.
• Ensure documentation is accurate and up to date.

Responsibilities

• Reach out to individuals who requested more information on our benefits.
• Schedule Zoom meetings with members.
• Customize benefit plans to fit each client’s needs.
• Maintain relationships with existing and new clients.
• Perform benefit reviews and assist with claims or adjustments.
• Provide responsive customer service and administrative support.
• Respond to client questions and resolve concerns regarding benefits.
• Keep documentation accurate and up to date.

Skills

Communication

Outbound prospecting

Appointment setting

Customer service

Relationship building

Organization

Documentation

Problem solving

Tools

Zoom

Job description

Agent Alliance Inc. seeks motivated representatives to remotely assist individuals exploring supplemental benefits. You will consult with families, present options, and help them choose plans that best fit their needs.

Successful reps are strong communicators who are ambitious, organized, and entrepreneurial. You will outreach, schedule Zoom meetings, tailor benefit plans, and provide ongoing support while building lasting client relationships.