Remote Insurance Support & Consultations Specialist

Fine Agency; États-Unis; À distance; USD 35 000 - 60 000; Plein temps

Avantages offerts par ce poste

Flexible work environment

Training and support from experienced

Incentive programs tied to performance

Career development opportunities

Résumé du poste

The Fine Agency is expanding its insurance sales and client support team, offering a remote role that focuses on guiding clients through coverage options and pricing. You will conduct virtual consultations, present options clearly, and maintain organized client records in our CRM.

Ideal candidates have experience in sales or customer service, strong communication skills, and are comfortable with Zoom and CRM systems.

Qualifications

• Experience in sales or customer service.
• Strong interpersonal and communication skills.
• Comfortable with virtual meetings and CRM systems.
• Organized and able to manage multiple client interactions.
• Willingness to obtain a Life & Health license.

Responsabilités

• Speak with clients who have requested information about coverage options.
• Conduct virtual consultations via phone and Zoom.
• Present product information clearly and professionally.
• Manage client communication and follow-up.
• Maintain organized client records within CRM systems.
• Participate in training and team development meetings.
• Maintain licensing and compliance standards.

Connaissances

Sales or customer service

Interpersonal communication

CRM systems

Organizational skills

Willingness to obtain Life & Health (L

Outils

Zoom

CRM systems

Description du poste

The Fine Agency is expanding its insurance sales and client support team, offering a remote role that focuses on guiding clients through coverage options and pricing. You will conduct virtual consultations, present options clearly, and maintain organized client records in our CRM.

Ideal candidates have experience in sales or customer service, strong communication skills, and are comfortable with Zoom and CRM systems.