Remote Policyholder Services Representative

AO Garcia Agency; Kent (WA); Remote; USD 50,000 - 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 seeks a virtual consultant who assesses client needs, explains options clearly, and stays engaged with the relationship after the first meeting. This remote role emphasizes proactive communication and customer-centric problem solving.

Administrative duties include notes, appointments, and CRM hygiene. We provide full training, a current tech stack, and a performance‑based advancement path for driven, trainable, dependable professionals who are comfortable on camera.

Qualifications

• Traits listed: Driven, Trainable, Dependable, Comfortable competing, Fine with a camera.

Responsibilities

• Assess client needs and explain options to them.
• Stay engaged with the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera comfort

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.