Virtual Customer Benefits Support Representative

Accountabilities

• • Conduct scheduled client appointments by phone and Zoom, providing professional and responsive customer support.
  • Explain available life, accident, and supplemental health insurance benefits and answer questions about coverage options.
  • Understand client needs and provide appropriate information and benefit recommendations to support informed decisions.
  • Guide clients through applications and enrollment processes, ensuring a smooth and positive experience.
  • Build and maintain long-term client relationships through professional follow-up, policy reviews, beneficiary updates, and ongoing service.
  • Schedule appointments, manage follow-up communications, and maintain accurate digital client records and documentation.
  • Participate in virtual onboarding, training, coaching, and ongoing professional development activities.
  • Develop expertise in benefits, customer service, communication, presentation, and consultative sales.
  • Work independently from a home environment while collaborating virtually with teammates, mentors, and leadership.
  • Pursue professional growth and, based on performance and development, contribute to mentoring, team development, or leadership activities.

  Requirements

  • Be at least 18 years old and legally authorized to work in the United States while physically located within the country.
  • Be willing and able to obtain the required state Life & Health Insurance License; licensing guidance and support are provided.
  • Have access to a computer or laptop, reliable high-speed internet, webcam, and microphone.
  • Maintain a quiet, professional workspace suitable for virtual client appointments.
  • Demonstrate strong verbal and interpersonal communication skills with a customer-service-oriented mindset.
  • Show professionalism, integrity, dependability, accountability, and attention to detail.
  • Be self-motivated, organized, and capable of managing time and responsibilities independently in a remote environment.
  • Be comfortable using computers, Zoom, phone systems, and other virtual communication tools.
  • Demonstrate coachability, willingness to learn, and enthusiasm for professional development.
  • Previous experience in customer service, client support, call centers, retail, hospitality, healthcare, education, administration, banking, financial services, or sales can be helpful but is not required.

  Benefits

  • 100% work-from-home position with flexible scheduling and virtual appointments.
  • Weekly commission-based compensation with potential performance bonuses; earnings vary according to individual production and performance and are not guaranteed.
  • Potential renewal and residual income opportunities and leadership incentives, where applicable.
  • Qualified client opportunities with no requirement to purchase leads.
  • Structured onboarding, insurance licensing guidance, product education, customer service training, and consultative sales development.
  • One-on-one mentorship, weekly coaching, ongoing education, and leadership development opportunities.
  • Potential access to medical insurance reimbursement, company-supported life insurance, and accidental death benefit coverage, subject to eligibility.
  • Performance recognition, professional conferences, team events, and potential incentive travel for qualifying performers.
  • Opportunities to advance into mentoring, training, team development, leadership, and management based on performance and development.
  • Collaborative virtual environment with access to teammates, experienced mentors, and leadership.