Entry Level Client Support Specialist
Skills
Customer SupportFitFollowing UpInsuranceLife InsuranceOptionsScales
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Open to learning a new career
- Clear communication and follow-through
- Quiet home workspace
- Reliable internet connection
- Legally authorized to work in the U.S.
- Willingness to obtain a state insurance license
- Self-motivated and able to work independently
Nice to have
- Self-motivated
- Independent
- Coachable
- Communicative
- Reliable
- Adaptable
Day to day
- Follow up with people who recently submitted inquiries and respond to warm leads with care and professionalism.
- Conduct needs-based conversations by phone or Zoom to help families compare options and identify the best fit.
- Join team calls and ongoing training sessions to build product knowledge and deliver strong client support.
Hiring process
- Initial inquiry follow-up
- Needs-based conversation by phone or Zoom
- Team support and training
- State insurance licensing support if needed