Excellent communication skills, Strong organizational abilities, Entrepreneurial mindset, Ability to work collaboratively in a team environment.
Key responsibilities:
Reach out to individuals requesting information about benefits
Schedule and conduct Zoom meetings with clients
Customize and adjust benefit plans according to client needs
Provide customer service and administrative support for 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, $65,000 to $68,500 annually on average Flexible work schedule with the ability to work from home (Our offices are open if you work more efficiently in an office setting) Powered by JazzHR
Required profile
Experience
Spoken language(s):
English
Check out the description to know which languages are mandatory.