Virtual Customer Benefits Support Representative

Job description

Accountabilities Conduct scheduled client appointments by phone and Zoom, providing professional and responsive customer support. Explain available life, accident, and supplemental health insurance benefits and answer questions about coverage options. Understand client needs and provide appropriate information and benefit recommendations to support informed decisions. Guide clients through applications and enrollment processes, ensuring a smooth and positive experience. Build and maintain long-term client relationships through professional follow-up, policy reviews, beneficiary updates, and ongoing service. Schedule appointments, manage follow-up communications, and maintain accurate digital client records and documentation. Participate in virtual onboarding, training, coaching, and ongoing professional development activities. Develop expertise in benefits, customer service, communication, presentation, and consultative sales. Work independently from a home environment while collaborating virtually with teammates, mentors, and leadership. Pursue professional growth and, based on performance and development, contribute to mentoring, team development, or leadership activities. Requirements Be at least 18 years old and legally authorized to work in the United States while physically located within the country. Be willing and able to obtain the required state Life & Health Insurance License; licensing guidance and support are provided. Have access to a computer or laptop, reliable high-speed internet, webcam, and microphone. Maintain a quiet, professional workspace suitable for virtual client appointments. Demonstrate strong verbal and interpersonal communication skills with a customer-service-oriented mindset. Show professionalism, integrity, dependability, accountability, and attention to detail. Be self-motivated, organized, and capable of managing time and responsibilities independently in a remote environment. Be comfortable using computers, Zoom, phone systems, and other virtual communication tools. Demonstrate coachability, willingness to learn, and enthusiasm for professional development. Previous experience in customer service, client support, call centers, retail, hospitality, healthcare, education, administration, banking, financial services, or sales can be helpful but is not required. Benefits 100% work-from-home position with flexible scheduling and virtual appointments. Weekly commission-based compensation with potential performance bonuses; earnings vary according to individual production and performance and are not guaranteed. Potential renewal and residual income opportunities and leadership incentives, where applicable. Qualified client opportunities with no requirement to purchase leads. Structured onboarding, insurance licensing guidance, product education, customer service training, and consultative sales development. One-on-one mentorship, weekly coaching, ongoing education, and leadership development opportunities. Potential access to medical insurance reimbursement, company-supported life insurance, and accidental death benefit coverage, subject to eligibility. Performance recognition, professional conferences, team events, and potential incentive travel for qualifying performers. Opportunities to advance into mentoring, training, team development, leadership, and management based on performance and development. Collaborative virtual environment with access to teammates, experienced mentors, and leadership. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Virtual Customer Benefits Support Representative based in the United States. This is a fully remote, entry-level opportunity focused on customer service, benefits education, and client support.You’ll connect with individuals and families through scheduled phone and virtual appointments.The role involves explaining life, accident, and supplemental health insurance options in a clear and approachable way.You’ll guide clients through applications and enrollment while building trusted relationships and providing ongoing support.No prior insurance experience is required, with structured training, licensing guidance, coaching, and mentorship provided.The position offers flexible scheduling and performance-based earning potential, along with opportunities for professional and leadership development.It is well suited to motivated, service-oriented professionals who are comfortable working independently in a virtual environment.