[Remote] Remote Account Representative - No Experience Needed
Note: The job is a remote job and is open to candidates in USA. The Semler Agency SFG is a company that offers flexible work opportunities, and they are seeking a Remote Account Representative. In this role, you will assist customers in selecting appropriate insurance coverage while building strong relationships and ensuring customer satisfaction.
Responsibilities
• Communicate with customers via phone, email, or online chat to understand their insurance needs and provide suitable recommendations
• Educate customers on various insurance products, coverage options, and policy terms
• Collaborate with the underwriting team to evaluate and assess risk factors for policy approvals
• Maintain accurate customer records and update insurance policies as necessary
• Keep up-to-date with industry trends and insurance regulations to provide accurate and relevant information to customers
• Attend weekly training calls to increase product knowledge and improve sales skills
Skills
• Strong knowledge of insurance products, coverage options, and policy terms
• Excellent communication and interpersonal skills, with a customer-centric approach
• Ability to work independently and manage time effectively in a remote work environment
• Proficiency in using insurance software and customer relationship management (CRM) systems
• Relevant Life and Health insurance license or the willingness to obtain one
Company Overview
• At Semler Agency, we help individuals and families find peace of mind through customized insurance protection, while mentoring mission-minded professionals to build profitable, remote-friendly careers in the financial services space. It was founded in 2022, and is headquartered in Hagerstown, MD, US, with a workforce of 11-50 employees. Its website is https://thesemleragency.com/working-with-symmetry.
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