Virtual Insurance Advisor
4 days ago
Job Role: Virtual Insurance Advisor (Entry Level)
Job Location: Remote – United States
Job Type: Full-Time
About the Position We're searching for dependable and customer-focused individuals to join our team as Virtual Insurance Advisors. This role involves helping clients understand their insurance options, assisting with documentation, and providing clear guidance throughout the process.
Key Areas of Responsibility
· Communicate with clients via phone, email, or video to answer policy-related questions
· Assist clients with applications, policy updates, and required paperwork
· Keep client records organized, accurate, and up to date in company systems
· Perform follow-ups to ensure a smooth process and resolve pending tasks
· Work closely with internal teams to support daily workflow and enhance service quality
Preferred Background
· High school diploma or equivalent required
· Experience in insurance or customer service is helpful
· Comfortable using CRM and online communication tools
· Strong communication, organization, and problem-solving abilities
· High attention to detail and comfort handling administrative tasks
Compensation & Work Style
· Competitive entry-level pay
· Opportunities for advancement and professional development
· Friendly and supportive work environment
Job Type: Full-time
Pay: $53, $63,455.42 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Work Location: Remote
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