Remote Policyholder Care Coordinator

AO Garcia Agency; Rockville (MD); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

AO Garcia Agency is seeking a driven virtual consultant in the United States. You will assess client needs, present viable options, and nurture relationships after the first meeting while handling essential admin tasks in CRM and scheduling.

The role offers full training, a qualified-interest pipeline, and a modern tech stack. A remote work setup supports flexibility while you contribute to ongoing client engagement and pipeline growth.

Responsibilities

• Assess client needs and present options to guide decisions.
• Handle administrative tasks such as notes, appointments, and CRM hygiene.

Job description

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.