Client Experience Specialist - Work From Home

3 hours, 34 minutes ago
Full-time
Entry Level
Customer and Technical Support

AO Garcia Agency

An independent insurance agency operating under the American Income Life / Globe Life network.

Insurance

Description

  • Assess client needs during virtual consultations.
  • Explain relevant options and guide clients through decisions.
  • Maintain client relationships after the initial meeting.
  • Document interactions and manage follow-up appointments.
  • Keep CRM records accurate and up to date.
  • Conduct interviews and consultations over Zoom.

Requirements

  • Driven, dependable, and trainable.
  • Comfortable working in a competitive, performance-oriented environment.
  • Comfortable appearing on camera for virtual meetings.
  • Able to manage administrative tasks, including notes, appointments, and CRM updates.

Benefits

  • No cold calling.
  • Qualified-interest pipeline.
  • Performance-based advancement opportunities.
  • Full training provided.
  • Access to a current technology stack.
  • Work-from-home arrangement.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

SVP, Client Success

InMarket 251-1K Media

InMarket is hiring a remote US-based Senior Vice President of Client Success to lead the post-sale organization across Activation, Measurement, and Audiences, improving client delivery, retention, expansion, and operational scalability.

Agile CRM
3 hours, 34 minutes ago

Vice President, Adoption & Services

Panorama Education 251-1K Diversified Consumer Services

Panorama’s Vice President, Adoption & Services leads the strategy and national professional services operation that helps K–12 schools, districts, and state agencies adopt the platform to improve student outcomes.

3 hours, 49 minutes ago

Customer Experience Manager

Caylent 251-1K IT Services

Caylent is seeking a remote Customer Experience Manager to collect and analyze customer feedback, report insights to leadership, and drive improvements in satisfaction and loyalty.

AWS
2 days, 2 hours ago

Customer Experience Manager

Caylent 251-1K IT Services

Caylent is seeking a remote Customer Experience Manager to collect and analyze customer feedback, report insights to leaders, and drive improvements in satisfaction and loyalty across its global cloud services business.

AWS
2 days, 2 hours ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers