Remote Insurance Account Representative

AO Garcia Agency; Saint Petersburg (FL); À distance; USD 50 000 - 75 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

AO Garcia Agency is seeking a focused virtual consultant to assess client needs, present options, and sustain relationships after the initial meeting. This role emphasizes communication, evaluation, and ongoing client engagement.

Responsibilities include admin tasks such as note-taking, scheduling, and CRM hygiene, with full training provided and a clear path for advancement. The position offers remote work from home with access to current tech stack.

Qualifications

• Notes, appointments, and CRM hygiene are part of the role.
• Ability to assess needs, educate options, and maintain relationships after the initial meeting.

Responsabilités

• Assess client needs, educate on options, and maintain relationships after initial meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Description du poste

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.