Benefits Representatives
About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Benefits Representative based in the United States. This fully remote opportunity is designed for individuals who enjoy helping people and building lasting professional relationships. You’ll connect with clients virtually and provide clear, personalized guidance around life, accident, and supplemental health coverage. The role combines client service, relationship building, and performance‑driven business development. No prior insurance experience is required, with training, mentorship, and licensing guidance provided. You’ll work independently while benefiting from a structured remote environment and ongoing professional development. The position offers flexibility, opportunities to grow, and the potential to develop a long‑term career based on performance and client relationships.
Responsibilities
- Build and maintain strong, long‑term relationships with clients through professional and personable virtual interactions.
- Conduct secure virtual consultations and provide clear guidance based on clients’ needs and circumstances.
- Communicate information about available life, accident, and supplemental health coverage in a clear and approachable manner.
- Manage appointments, follow‑ups, documentation, and client communications effectively in a fully remote environment.
- Deliver a consistently high level of client service while maintaining professionalism, responsiveness, and attention to detail.
- Participate in required training, coaching sessions, virtual meetings, and ongoing professional development activities.
- Work toward performance objectives while developing strong relationship‑management and communication skills.
- Collaborate with team members and contribute to a positive, supportive, and growth‑oriented remote environment.
Requirements
- Strong verbal and written communication skills, with the ability to explain information clearly and professionally.
- Friendly, personable, and relationship‑oriented approach that helps establish trust and rapport with clients.
- Strong work ethic, self‑motivation, and the ability to remain productive while working independently from home.
- Good time‑management and organizational skills, with the ability to manage appointments, follow‑ups, and multiple client interactions.
- Basic computer proficiency and comfort using virtual meeting platforms, digital documentation tools, and online communication systems.
- Coachability and willingness to learn new products, processes, and industry requirements.
- Previous insurance experience is not required; comprehensive training, mentorship, and licensing guidance are provided.
- Leadership or management experience is considered an asset and may support future career advancement.
- Candidates must meet applicable legal, licensing, and eligibility requirements for the location in which they work.
- Candidates must have access to a reliable computer or laptop, webcam, high‑speed internet connection, and professional remote workspace.
- Where required, candidates must complete applicable licensing coursework, examinations, and regulatory requirements before conducting licensed insurance activities.