Remote Policyholder Care Coordinator

AO Garcia Agency; Hendersonville (TN); Remote; USD 45,000 - 75,000; Full time

Job summary

AO Garcia Agency is seeking a client-facing, fully remote professional in financial services to enroll and support clients who seek guidance. You will help families make informed financial decisions while working with a growing team that provides mentorship and the tools you need.

The role offers a schedule you can build around real life and emphasizes clear, human communication. Join a collaborative environment where leaders stay involved, training is provided, and you will engage in benefits

Qualifications

• Clear and human communication required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and leverage mentorship and tools.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• Home office. Web presentations.
• Work that matters to families.
• Training and leaders who stay involved.
• A schedule you can build around real life.
• A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just “sales energy”