Remote Policyholder Services Consultant

AO Garcia Agency; Noblesville (IN); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Performance-based advancement

Current tech stack

Job summary

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with no cold calling required.

You will join a remote, work-from-home setup supported by updated tools and ongoing training. Performance-based advancement and a current tech stack are part of the package.

Qualifications

• Strong communication skills with clients.
• Ability to manage relationships and follow-up.
• Willingness to learn and adapt to new processes.

Responsibilities

• Assess client needs and present options to prospects.
• Stay in relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Communication

Relationship management

Trainability

Tools

CRM software

Video conferencing

Job description

AO Garcia Agency seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with no cold calling required.

You will join a remote, work-from-home setup supported by updated tools and ongoing training. Performance-based advancement and a current tech stack are part of the package.