Remote Policyholder Care Advisor

AO Garcia Agency; Oregon; Hybrid; USD 45,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

AO Garcia Agency is seeking a virtual consultant to evaluate client needs, present options, and maintain the relationship beyond the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene.

The position offers work-from-home flexibility, training, and exposure to current tech stack, with opportunities for performance-based advancement.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

AO Garcia Agency is seeking a virtual consultant to evaluate client needs, present options, and maintain the relationship beyond the initial meeting. The role includes administrative duties such as taking notes, scheduling appointments, and keeping CRM hygiene.

The position offers work-from-home flexibility, training, and exposure to current tech stack, with opportunities for performance-based advancement.