Remote Client Care & Insurance Options Specialist

Zohorecruit; Moscow (ID); Remoto; USD 45.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Training program

Access to client management tools

Warm leads (no cold calling)

Ongoing coaching

Descrizione del lavoro

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step pathway, respond to inquiries, and maintain ongoing communication from a home office.

The role emphasizes relationship-building, independent work with guidance, and licensing support. Training and coaching are provided to help you succeed in a fast-growing, client-focused environment.

Competenze

• Strong communication and interpersonal skills.
• Ability to work independently, with support.
• Willingness to obtain a state insurance license (assistance provided).
• Hungry and coachable.

Mansioni

• Reach out to clients who requested information about coverage.
• Review needs and present available protection options.
• Assist clients through the process and maintain follow-up.
• Build lasting client relationships.

Conoscenze

Communication skills

Independence

License willingness

Strumenti

CRM tools

Descrizione del lavoro

Unlock Potential 360 is seeking a remote Client Account Specialist to assist clients exploring life and financial protection options. You will guide them through a step-by-step pathway, respond to inquiries, and maintain ongoing communication from a home office.

The role emphasizes relationship-building, independent work with guidance, and licensing support. Training and coaching are provided to help you succeed in a fast-growing, client-focused environment.