Note: The job is a remote job and is open to candidates in USA. Fine Agency is an insurance brokerage seeking a Customer Support Specialist to help clients understand coverage options and make informed financial decisions. The role involves virtual client consultations, presenting insurance products, managing follow-up and client records, and maintaining 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