Note: The job is a remote job and is open to candidates in USA. Fine Agency is an insurance brokerage that helps clients understand coverage options and make informed financial decisions. The Customer Service Professional will support insurance sales and client service by conducting virtual consultations, presenting product information, managing follow-ups, maintaining CRM records, and meeting licensing and compliance standards.
Responsibilities
- Speak with clients who have requested information about coverage options
- Conduct virtual consultations via phone and Zoom
- Present product information clearly and professionally
- Manage client communication and follow-up
- Maintain organized client records within CRM systems
- Participate in training and team development meetings
- Maintain licensing and compliance standards
Skills
- Experience in sales or customer service
- Strong interpersonal and communication skills
- Comfortable with virtual meetings and CRM systems
- Organized and able to manage multiple client interactions
- Willingness to obtain a Life & Health license
Benefits
- Flexible work environment
- Training and support from experienced leaders
- Incentive programs tied to performance
- Opportunities for career development
Company Overview