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Virtual Client Support Location: US-TX-Dallas Jobcode: ttdo5w Email this job to a friend
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Job Description: We are looking for motivated individuals who have excellent communication skills to help coordinate meetings for our Policy Managers. You would spend around 20 minutes explaining the memberships available to clients at no cost, provide information they need to be able to prepare for their meetings with their Policy Manger, and collect information from them to complete their file. There will be a script that you will follow with all the information you need, as well as any questions you may need answered from clients. After your meetings, youll send a follow-up email with all the benefits and other important information that was discussed during your meeting. Youll also call to schedule referrals that you collect from members so that they can receive some of the same benefits and schedule them with the Policy Manager.
Hours Available: Daytime and evening shifts needed, with some weekend availability Daytime Shift: 11am- 5pm EST Evening Shift: 5pm- 11pm EST Weekend Availability- 11am- 5pm EST or 2pm- 8pm EST Flexible schedule set bi-weekly
Requirements: Stable Wi-Fi or Ethernet connection Webcam access for Zoom calls Excellent communication skills Able to coordinate schedules, like Calendly Efficient with Google Suite Quiet work environment
No knowledge or experience in the insurance industry required. You will have continued virtual training with managers.
This is a 100% remote position. This position is hourly, with bonus pay based on referrals that you collect that result in sales made.
Kurd Agency Insurance
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