Job Summary
The Virtual Member Services Associate plays a crucial role in engaging with clients through warm leads, performing virtual assessments to identify their needs, and providing detailed information about various insurance options. This position emphasizes delivering prompt assistance while ensuring precise documentation of client interactions and participation in continuous training within the team.
Responsibilities
- Engage with clients through warm leads to conduct needs assessments.
- Provide clear explanations of insurance options available to clients.
- Deliver responsive support to clients throughout the process.
- Maintain accurate records of interactions and client information.
- Participate in ongoing training sessions to enhance skills and knowledge.
Qualifications
- Candidates must be at least 18 years of age.
- Must be legally authorized to work in the United States.
- Possession of a personal computer and high-speed internet connection is required.
- A state-issued Life & Health Insurance License must be acquired before engaging in business activities.
