REMOTE BENEFITS ADVISOR
REMOTE BENEFITS ADVISOR
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Key Responsibilities
- Clearly explain insurance policy benefits coverages and exclusions to clients.
- Assist clients with claims processing provide timely updates and answer inquiries.
- Share information on available insurance products and services to meet clients unique needs.
- Process new applications renewals and manage policy changes accurately.
- Maintain and update client records ensuring compliance with company and industry regulations.
- Organize and prepare necessary documentation for clients from policy details to renewal reminders.
- Address client inquiries complaints and concerns with professionalism and empathy.
- Guide clients in understanding their benefits resolving issues and coordinating appointments.
- Ensure followup meetings with clients to foster longterm relationships and satisfaction.
- Generate quotes distribute policy documents and manage essential records.
- Complete administrative tasks such as data entry filing and documentation management.
- Collaborate crossfunctionally to support smooth customercentric operations.
What You Bring
- Excellent written and verbal skills to connect with clients and simplify complex information.
- Ability to navigate client challenges with empathy patience and a solutionfocused approach.
- Keen attention to detail to ensure accuracy in all aspects of policy management and documentation.
- Comfortable using insurance software CRM tools and Microsoft Office Suite (Word Excel Outlook).
- Skilled in identifying clients needs and guiding them toward the best solutions.
- Familiarity with industry regulations and an eagerness to stay informed on policy and compliance updates.
Qualifications
- Education: High school diploma required; a bachelors degree in business finance or a related field is a plus.
- Certifications: Relevant certifications (e.g. CIC Licensed Insurance Representative) preferred.
- Experience: Previous experience in insurance customer service or related fields is beneficial.
problem-solving and analytical abilities,customer service,policy management,insurance knowledge,customer-centric mindset,phone etiquette,communication skills,detail-oriented focus,technical proficiency,telephone manner,exceptional communication skills
Employment Type
Full Time
Company Industry
Key Skills
- Sales Experience
- Microsoft Office
- Customer Service
- Communication skills
- Microsoft Outlook
- Microsoft Word
- Business Management
- Benefits Administration
- Microsoft Excel
- Insurance Sales
- Customer relationship management
- Human Resources
