Remote Policyholder Care Coordinator

3 hours, 51 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 during virtual consultations.
  • Explain and teach clients about available options.
  • Maintain client relationships after the initial meeting.
  • Document interactions and manage follow-up notes.
  • Schedule appointments and maintain accurate CRM records.
  • Conduct interviews and client meetings through Zoom.

Requirements

  • Driven, dependable, and trainable work style.
  • Comfortable working in a competitive, performance-oriented environment.
  • Comfortable appearing on camera for virtual meetings.
  • Willingness to complete full role training.
  • Ability to manage administrative tasks, including notes, scheduling, and CRM updates.

Benefits

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

Interested in this position?

Apply directly on the company website

Apply Now

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