Remote Policyholder Services Advisor

AO Garcia Agency; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This remote role emphasizes consultative communication and professional client interaction.

Admin duties include notes, appointments, and CRM hygiene, with full training and access to the current tech stack. Strong comfort with video calls and a results-driven mindset is essential.

Skills

CRM management

Relationship building

Remote communication

Tools

CRM software

Video conferencing tools

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This remote role emphasizes consultative communication and professional client interaction.

Admin duties include notes, appointments, and CRM hygiene, with full training and access to the current tech stack. Strong comfort with video calls and a results-driven mindset is essential.