Manager Jobs

About The Position

Requirements

• Be at least 18 years of age
• Be physically located within the United States
• Be legally authorized to work in the United States
• Have access to a reliable computer or laptop
• Maintain reliable high-speed internet
• Have webcam and microphone capability
• Maintain a quiet, professional home workspace
• Be comfortable communicating with clients through Zoom and phone
• Be comfortable using email and web-based technology
• Be willing to participate in required training
• Be willing and able to obtain the appropriate state Life & Health Insurance License
• Self-motivated
• Personally accountable
• Comfortable working independently
• Able to collaborate with a virtual team
• Comfortable using Zoom and digital technology
• Coachable and receptive to feedback
• Goal-oriented
• Motivated by professional growth
• Committed to ethical, client-focused service

Nice To Haves

• Experience in Customer Service
• Member Services
• Client Success
• Customer Experience
• Client Relations
• Healthcare
• Hospitality
• Retail
• Education
• Banking
• Financial Services
• Administrative Support
• Call Centers
• Account Management
• Recruiting
• Military Service
• Insurance
• Sales

Responsibilities

• Conduct scheduled Zoom and phone appointments
• Welcome and assist prospective clients
• Connect with individuals and families interested in available benefits
• Ask questions to understand individual needs and priorities
• Listen carefully to client questions and concerns
• Explain benefit information in clear, understandable language
• Provide personalized, professional service
• Assist with applicable enrollment and documentation
• Follow up consistently
• Help existing clients with applicable policy-service needs
• Assist with beneficiary-related requests
• Maintain accurate digital client records
• Manage appointments and follow-up activities
• Build lasting relationships through dependable service
• Conduct virtual benefit consultations
• Identify individual and family protection priorities
• Explain coverage features
• Answer benefit questions
• Help clients evaluate available choices
• Provide needs-based recommendations
• Assist eligible clients through applications
• Guide clients through enrollment
• Complete required documentation
• Assist with beneficiary information
• Conduct applicable benefit and policy reviews
• Provide continued service after enrollment
• Policy and benefit reviews
• Beneficiary updates
• Coverage-related questions
• Client follow-up
• Appropriate policy-service requests
• Guidance toward applicable claims or service resources
• Continued relationship management
• Client relationship management
• Training
• Mentorship
• Coaching
• Recruiting
• New-representative development
• Team communication
• Performance accountability
• Business development
• Leadership

Benefits

• Medical insurance reimbursement opportunities
• Company-supported life insurance
• Accidental Death Benefit coverage
• OPEIU Local 277 representation where applicable
• Renewal and residual income opportunities
• Professional-development resources
• One-on-one mentorship
• Leadership-development programs
• Virtual business technology and resources
• Performance recognition
• Achievement awards
• Leadership conferences
• Professional-development events
• Company-sponsored incentive travel
• Team experiences
• Performance contests
• Additional career-development opportunities