Qualifications
Strong verbal and written communication skills
Reliable, professional, and organized
Basic computer skills, including Zoom, email, and data entry
Previous customer service or sales experience is helpful, but not required
Key Responsibilities
Schedule and confirm virtual appointments with members
Conduct short, professional presentations through Zoom
Assist members with completing digital applications and required forms
Maintain accurate records and ensure files are submitted properly
Participate in optional training, coaching, and development sessions
Follow established systems to ensure each case is handled accurately and efficiently
Position Overview
We are looking for motivated, reliable individuals to join our fully remote team. In this role, you will assist members who have requested information about available benefit programs by scheduling short virtual appointments and guiding them through a simple online process.
No previous insurance experience is required. We provide structured, step-by-step training to help you build confidence and understand the role from the start.
This position involves a combination of inbound and outbound communication, answering member questions, updating account information, and helping complete basic digital forms. It is a strong fit for someone who enjoys working with people, is comfortable using online tools, and is looking for a work-from-home opportunity with weekly income, growth potential, and long-term career development.