Remote Policyholder Support Specialist - Training & Growth

Aogarciaagency; Blaine (MN); Remote; USD 55,000 - 85,000; 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

Aogarciaagency is seeking a Virtual consultant based in Minnesota to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling appointments, and maintaining CRM hygiene.

The position offers full training, a current tech stack, and work-from-home flexibility. Zoom interviews are used for hiring, with opportunities for performance-based advancement.

Qualifications

• Ability to assess client needs and propose suitable options.
• Maintain CRM hygiene and accurate notes after meetings.
• Strong communication and relationship-building skills.

Responsibilities

• Assess needs and teach options to clients.
• Remain engaged with the client after the first meeting to nurture the relationship.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM proficiency

Remote collaboration

Tools

CRM software

Job description

Aogarciaagency is seeking a Virtual consultant based in Minnesota to assess client needs, present options, and nurture the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling appointments, and maintaining CRM hygiene.

The position offers full training, a current tech stack, and work-from-home flexibility. Zoom interviews are used for hiring, with opportunities for performance-based advancement.