Remote Client Care Specialist

6 hours, 9 minutes ago
Mid 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 ongoing client relationships after the initial meeting.
  • Document interactions and maintain accurate notes.
  • Schedule and manage appointments.
  • Keep CRM records current and organized.
  • Conduct interviews and client meetings via Zoom.

Requirements

  • Driven, dependable, and comfortable competing.
  • Trainable and receptive to feedback.
  • Comfortable appearing on camera for virtual meetings.
  • Willingness to complete full role training.

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

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