Job Description

Remote Benefits Specialist

Are you dynamic, adaptable, and excited about remote work? Join our team as a Remote Benefits Specialist and help guide members with financial protection through insurance benefits. While prior experience in insurance sales is a plus, we encourage candidates from diverse backgrounds to apply. Your ability to connect with people and assist them in their decision-making journey is what matters most.

What You'll Do:

• Client Engagement: Schedule and conduct virtual appointments using provided leads.
• Benefit Analysis: Analyze benefits via Zoom, educate clients, identify additional needs, and assist with the qualification process.
• Sales and Underwriting: Close sales, underwrite policies, and complete applications accurately.
• Compliance: Stay current with all insurance rules and regulations.
• Team Collaboration: Work with supervisors, managers, training staff, and customer service representatives.
• Goal Achievement: Meet daily, weekly, and monthly sales goals.

Key Responsibilities:

• Multichannel Engagement: Communicate with clients via phone, email, and online chat.
• Active Listening: Understand and address clients' needs and provide personalized solutions.
• Team Collaboration: Ensure a seamless enrollment process.
• Record Maintenance: Keep accurate and organized records.
• Continuous Learning: Stay updated on our services and industry trends.

Essential Skills:

• Coachability: Willingness to learn, adapt, and embrace new challenges.
• Self-Reliance: Ability to work independently and within a team.
• Customer-Centric Attitude: Exceptional customer service skills.
• Experience: Open to candidates from diverse backgrounds; prior insurance sales experience is a plus.
• Remote Work Ethic: Self-motivated, organized, and capable of managing time effectively.

Our Commitment to You:

• Remote Flexibility: Work from home while contributing to a dynamic team.
• Advancement: Learn the industry and advance within the company.
• Positive Culture: Join a collaborative, innovative, and inclusive team.
• Personal Development: Access to coaching, training, mentorship, and resources.

Apply If:

• Must live Ohio (or Alabama, Georgia, Florida, North Carolina, South Carolina, Tennessee)
• You are at least 18 years of age.
• You have a high school diploma or equivalent.
• You can complete state-specific insurance licensing requirements.
• You can pass an applicable state background search.

How to Apply:

Submit your resume and apply. You will be contacted to watch a career overview video, followed by a preliminary phone interview.

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