Role Description
As a Remote Entry-Level Managing Agent, you'll build relationships, educate members, and provide outstanding customer service while developing valuable leadership and sales skills.
Primary Responsibilities
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Meet virtually with members through Zoom and phone appointments.
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Connect with qualified members who have requested benefit information.
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Evaluate clients' needs and recommend personalized insurance solutions.
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Explain life, accident, and supplemental health insurance benefits.
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Guide members through the enrollment process.
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Conduct policy reviews and assist with beneficiary updates.
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Provide exceptional ongoing customer service and policy support.
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Maintain accurate client records while following company and state compliance standards.
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Participate in weekly coaching, mentorship, and leadership development.
Qualifications
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Excellent communicators with strong interpersonal skills.
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Passionate about helping others.
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Self-motivated, dependable, and organized.
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Goal-oriented with strong problem-solving abilities.
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Comfortable working independently in a remote environment.
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Coachable and eager to learn.
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Proficient with computers, Zoom, CRM systems, and virtual communication tools.
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Experience in customer service, retail, hospitality, healthcare, banking, education, military, administration, recruiting, call centers, insurance, or sales is welcomedβbut not required.
Requirements
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Be at least 18 years old.
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Be legally authorized to work in the United States.
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Be physically located within the United States.
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Have a computer or laptop.
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Have reliable high-speed internet.
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Have a webcam and microphone.
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Have a quiet, professional workspace.
Benefits
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Health Insurance Reimbursement.
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Company-Paid Life Insurance.
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Residual Income Opportunities.
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Leadership Development Programs.
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Career Advancement.
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OPEIU Local 277 Union Representation (where applicable).
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Recognition & Incentives.
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Top performers may qualify for leadership conferences, company-sponsored incentive trips, performance bonuses, professional recognition awards, and career development opportunities.