Client Retention Representative - Work From Home

3 hours, 16 minutes ago
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 and recommend appropriate options.
  • Teach clients about available solutions.
  • Maintain client relationships after initial consultations.
  • Document interactions and manage follow-up appointments.
  • Keep CRM records accurate and up to date.
  • Conduct interviews and consultations via Zoom.

Requirements

  • Driven, trainable, and dependable work style.
  • Comfortable in a competitive performance-based environment.
  • Comfortable appearing on camera.
  • Willingness to complete administrative tasks, including notes, scheduling, and CRM maintenance.

Benefits

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

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Account Manager

Celigo 51-250 IT Services

Celigo is hiring an Account Manager to manage and grow customer accounts for its integration and automation platform by delivering customer value, driving renewals, and expanding revenue through long-term partnerships during U.S. business hours, Monday through Friday.

Salesforce
2 hours, 16 minutes ago

Client Manager

AffirmedRx 1-10 Insurance

AffirmedRx is seeking a Client Manager to oversee day-to-day operations for employer and health plan accounts, coordinating cross-functional teams to deliver effective pharmacy benefit administration and client support.

Salesforce
3 hours, 1 minute ago

Account Manager

ESO 251-1K Family Services

ESO is hiring an Account Manager to manage and grow relationships with existing EMS healthcare customers in the United States through account success, upselling, and sales pipeline development.

1 day, 2 hours ago

VP, Group Account Director

Precision AQ 1001-5000 Business Consulting and Services

Precision AQ, part of Precision Medicine Group, seeks a VP, Group Account Director to lead agency teams and client relationships for pharmaceutical and healthcare accounts, driving high-quality work, client satisfaction, financial performance, and business growth.

1 day, 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