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Help Clients Understand the Benefits Available to Them
We’re looking for motivated, people-focused individuals to join a growing remote team dedicated to helping clients better understand their available benefits and coverage options.
This opportunity is ideal for someone who enjoys speaking with people, answering questions, and providing personalized guidance. Previous industry experience is not required. Training and ongoing support are provided to help you become comfortable with the process and develop your skills.
How You’ll Support Clients
Your focus will be providing a positive and informative experience from the initial conversation through follow-up.
Connect with clients through scheduled phone and virtual appointments
Learn about each client’s needs, priorities, and current situation
Review available benefit and coverage options
Explain information clearly and answer client questions
Help clients understand options that may be appropriate for their needs
Assist with digital forms and required documentation
Maintain accurate and organized client records
Follow up to provide continued assistance when needed
The Skills That Matter
You may be a strong fit if you:
Enjoy helping and communicating with people
Have strong listening and interpersonal skills
Can explain information in a clear and professional manner
Are patient when answering questions
Take responsibility for following through with clients
Stay organized while managing multiple conversations and appointments
Are comfortable using computers and virtual communication tools
Can remain productive while working independently
Are motivated to learn and develop professionally
What Your Remote Experience Includes
Training From the Beginning
Learn the client process, available services, virtual systems, and communication approach through structured training.
Work From Home
Connect with clients and complete your daily responsibilities through a fully virtual environment.
Flexible Scheduling
Manage your schedule while staying accountable to appointments, follow-ups, and client needs.
Ongoing Coaching
Receive continued guidance and feedback designed to strengthen your knowledge and communication skills.
Professional Development
Build valuable experience in client relations, needs assessment, benefits education, and virtual communication.
Growth Opportunities
Individuals who demonstrate strong performance and leadership potential can pursue additional responsibilities and advancement opportunities.
Make Every Conversation Count
The goal is simple: listen, understand, and help clients feel confident about the benefits and options available to them.
If you’re dependable, coachable, and enjoy working directly with people, we encourage you to apply.
Submit your resume to be considered. Selected applicants will receive additional information regarding the next steps.