Remote Customer Advisor & Sales Specialist

Agent Alliance Inc.; Tampa (FL); Hybrid; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

Stock options

Bonuses

Training program

Weekly pay with commission

Job summary

Agent Alliance Inc. offers a remote benefits advisory role where representatives consult with families, explain available plans, and help select options that best fit their needs. The position emphasizes strong communication, ambition, organization, and a team-player mindset.

Training is provided, with a flexible schedule including work-from-home opportunities. Successful reps are entrepreneurial, customer-focused, and capable of managing multiple client relationships while delivering attentive

Qualifications

• 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 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 any necessary administrative support in response to members' needs.
• Respond to and resolve client questions and concerns regarding their benefits.
• Ensure all documentation is accurate and complete, and update schedules as needed.

Responsibilities

• Reach out to individuals who requested more information on our benefits.
• Schedule Zoom meetings with these members.
• Customize new benefit plans to fit client needs.
• Maintain relationships with existing and new clients.
• Conduct benefit reviews and assist with claims.

Job description

Agent Alliance Inc. offers a remote benefits advisory role where representatives consult with families, explain available plans, and help select options that best fit their needs. The position emphasizes strong communication, ambition, organization, and a team-player mindset.

Training is provided, with a flexible schedule including work-from-home opportunities. Successful reps are entrepreneurial, customer-focused, and capable of managing multiple client relationships while delivering attentive