Excellent communication skills are essential for this role., Candidates should be driven and well-organized with an entrepreneurial mindset., Experience in customer service or client relations is preferred., Ability to customize benefit plans based on client needs is important..
Key responsibilities:
Reach out to individuals who have requested information about benefits.
Schedule and conduct Zoom meetings with clients to discuss options.
Establish and maintain relationships with both new and existing clients.
Provide customer service and administrative support to address client inquiries.
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Agent Alliance OC was founded on the basic idea that Realtors® are wasting valuable time trying to run parts of their business that they are often not interested in and rarely good at. Agent Alliance was created by and for serious Real Estate Professionals. We know that successful professionals work hard and invest in their business. We also know there are a lot of moving parts to make a successful career in Real Estate. From expert knowledge of the transaction, to lead generation, to area expertise, to marketing, to business planning – running a solid real estate business is no easy task. To help our agents with this, we took on certain of those activities, perfected our systems and processes around them, and offered them at no cost to our agents. When agents partner with Agent Alliance, they are able to focus on what they need to do to grow their business into the career they planned for.
At Agent Alliance, we’re reinventing how real estate is done!
Our Purpose
We partner with the best Realtors® from each region, provide them with industry leading transaction and marketing support, and promote them to create a sustainable brand.
Our representatives play a crucial role in helping families secure supplemental benefits that go beyond what their employer offers. They consult with the family, present the available options, and assist in choosing the most suitable plan. Successful reps are excellent communicators, driven, and well-organized. They possess an entrepreneurial mindset and are dedicated team players.
Job Requirements
Reach out to individuals who have requested more information on the benefits we offer
Schedule Zoom meetings with these members
Customize new benefit plans and adjust existing plans to fit the current needs of each client
Establish and maintain relationships with existing and new clients
Perform benefit reviews for existing clients, as well as help with any necessary claims or adjustments
Provide attentive customer service and any necessary administrative support in response to members' needs
Respond to and resolve client questions and concerns regarding their benefits
Ensure that all documentation is accurate and complete, and perform any necessary updates on schedule
Benefits
Medical (BlueCross BlueShield)
Dental, Vision, and Hearing insurance
Company stock options offered
Retirement benefits from renewal income
Comprehensive paid training program
Monthly performance-based bonuses
Weekly pay with a competitive commission structure, on average $58,000 to $65,000 annually
Flexible work schedule with the ability to work from home (Our offices are open if you work more efficiently in an office setting)
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Required profile
Experience
Spoken language(s):
English
Check out the description to know which languages are mandatory.