Meet with clients virtually to understand their needs and provide guidance on benefits.
Answer questions about benefit programs and explain solutions clearly.
Support clients throughout the application and enrollment process with follow-up.
The company provides benefits guidance and coverage options to clients through virtual meetings. It fosters a collaborative remote culture with structured training, ongoing coaching, and leadership development opportunities.
Lead client appointments via Zoom and phone to understand needs and provide guidance on benefits and coverage.
Coach and support team members to foster a collaborative remote culture while maintaining service quality.
Develop leadership skills through structured mentorship and training, with performance-based advancement opportunities.
The partner company provides professional guidance on benefits and coverage options. The remote team emphasizes mentorship, accountability, and professional growth.
Educate clients on supplemental benefit and financial protection programs via virtual meetings.
Build and maintain long-term client relationships through consistent communication and support.
Participate in ongoing training and coaching to develop skills and advance into leadership roles.
This role is posted on behalf of a partner company that manages all applications and next steps. The company focuses on helping individuals and families achieve financial security through supplemental benefit programs, fostering a service-oriented team environment.
Provide responsive and professional support to insurance agents and carriers via phone, email, and chat.
Review and process policy documentation including applications, binders, and endorsements.
Maintain accurate records in CRM systems and collaborate with internal teams for high-quality service.
The company provides commercial auto insurance support and services to a nationwide network of insurance professionals. They operate in a fast-paced remote environment and emphasize customer service and operational excellence.
Provide virtual client guidance and support through Zoom and other platforms.
Build and maintain long-term client relationships with professional communication.
Collaborate with remote teammates to achieve shared objectives and participate in ongoing training.
The company provides client success services in a fully remote environment. It fosters a collaborative, performance-driven culture with ongoing training and mentorship.
Connect with customers via phone, email, chat, and social media to resolve their questions or concerns.
Calmly de-escalate issues and escalate interactions when necessary.
Track all call-related information for auditing and reporting purposes.
TP is a global digital business services company that delivers advanced, digitally powered business services to help brands streamline their business. With over 500,000 employees speaking 300+ languages, they foster an inclusive and diverse culture.
Conduct virtual consultations with clients to assess their financial needs.
Provide tailored solutions and educate clients on insurance products.
Maintain ongoing relationships through regular check-ins and follow-ups.
Global Elite Empire Consultants is a recruiting firm that connects individuals with remote insurance sales roles. They are a small, motivated team that values hard work and adaptability.
Meet virtually with pre-qualified clients to understand their needs and explain benefit options.
Guide clients through the enrollment process and maintain accurate records with follow-up.
Build lasting relationships through exceptional customer service in a remote environment.
Global Elite Empire Consultants is an independent third-party recruiting firm helping clients with financial protection and benefits. The company offers a remote, mentor-driven culture focused on training, performance, and career growth.
Handle incoming customer inquiries with professionalism and empathy, managing high-volume calls while adhering to client guidelines.
Utilize AI-powered tools and internal systems to deliver fast, personalized service and resolve issues efficiently.
Stay informed on loyalty program updates and escalate unresolved issues to ensure customer satisfaction and brand loyalty.
Kobie is a loyalty solutions company that helps brands build lasting emotional connections with their consumers. They have been named a Top Workplace in the USA and employ a collaborative, growth-focused team.
Meet virtually with clients who have requested information and understand their needs.
Guide clients through the enrollment process with professionalism and build lasting relationships.
Maintain accurate client records and follow up as needed.
We are a recruiting firm that helps clients who have requested information about financial protection and benefits. We provide comprehensive training, mentorship, and a supportive remote culture for ambitious individuals.
The Edelson Agency is an insurance brokerage seeking remote sales representatives to help clients apply for coverage. They foster a supportive team environment with daily training and a large support system of fellow agents.
Guide engaged users through the insurance purchasing process with no cold-calling required.
Simplify the process by helping customers compare over 55 insurance companies to find the best fit.
Close deals by finalizing new policies and providing an incredible customer experience.
Jerry is building the first AI agent to manage physical assets, starting with car insurance and expanding into home, motorcycle, RV, and beyond. We've reached 5M+ customers, raised $240M+, and have been profitable since 2024 with offices in Palo Alto, New York, Chicago, and Toronto.
Handle inbound and outbound calls to up-sell products and services while ensuring first-call resolution.
Accurately document customer claims and research systems to find missing information.
Lead fact-finding discussions and actively listen to customers while following scripts and policies.
Voice Dream is a company that provides remote call center services, focusing on customer support and sales. The company fosters a dynamic team culture with dedicated colleagues and emphasizes career development and a professional work environment.
Answer questions about clients' services and products from home.
Make your own schedule based on family or other work commitments.
Earn bonuses starting from day one, with unlimited extra hours available.
NexusOP provides support services for large clients in the US and overseas, handling calls with existing customers. It is a company that offers flexible, part-time independent contractor roles with bonuses and extra hours.
Converse virtually with clients to weave financial strategies that empower.
Cultivate client bonds that stand the test of time.
Ride the crest of industry trends to fortify your knowledge.
Global Elite Empire Consultants is a third-party recruiter connecting candidates with financial services roles. They offer a remote, energetic team environment with comprehensive training and rapid growth opportunities.
Conduct virtual meetings with clients to understand their needs and present appropriate solutions.
Build and maintain long-term client relationships through ongoing follow-ups and exceptional service.
Perform administrative tasks such as maintaining client records and scheduling appointments.
Global Elite Empire Consultants is an independent third-party recruiting firm that connects clients with solutions through virtual consultations. As a technology-driven remote organization, they offer a supportive team environment and comprehensive training.
Engage with members by phone to encourage participation in care management programs and complete non-clinical assessments.
Identify barriers to care and connect members with appropriate services, benefits, and community resources.
Accurately document member interactions and operate effectively in a high-volume, remote call-center environment.
This partner company helps members navigate care management programs and access resources to improve their health and well-being. It operates remotely with a focus on compassionate support and efficient operations, though specific size and culture details are not mentioned.
Respond professionally to client inquiries via phone, email, and other channels.
Maintain accurate customer records, coordinate appointments, and assist with service requests.
Perform data entry, prepare reports, and ensure timely resolution of client issues.
Winter Environmental is an award-winning environmental services company specializing in abatement, decommissioning, decontamination, demolition, remediation, and environmental cleanup solutions. Since 1987, the company has completed over 6,000 projects across regulated industries, maintaining a strong commitment to safety, quality, innovation, and exceptional client service.